Read-only PandaDoc template readiness brief. It reads one template and recent documents created from that template through recued-core.pandadoc, then asks the AI summarizer for required roles, tokens, fields, pricing setup, usage context, and launch risks. It never creates templates, edits content, sends documents, opens embedded sessions, deletes, downloads, or calls arbitrary PandaDoc endpoints.

How it works 8 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (8 steps)

■ template_id trim

Trim whitespace from setting template id

■ template ?

■ documents_raw ?

■ documents default

Apply default

■ document_count count

Count items in documents

■ summarize ?

■ document_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

Settings 5 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

focus setting = Summarize this PandaDoc template's required recipient roles, fields, tokens, pricing data, recent document usage, launch risks, and concrete preparation steps. Do not invent facts outside the PandaDoc data.

pandadoc setting =

row limit setting = 20

max length setting = 900

template id setting =