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Proposal Expiration Tracker

by recued-core v1 context

Tracks proposal expiration status and days remaining on deal pages.

How it works

Data fetch
deal deal-reader-hubspot
Fetch reader from hubspot
Process (8 steps)
guard guard
Stop if deal proposal sent date is missing
days_since_sent date_diff
Calculate days between deal proposal sent date and now
days_until_expiration math
Calculate setting expiration window days minus days since sent
is_active compare
Check if days until expiration is greater than setting warn threshold days
is_expiring_soon any
Check if any of the conditions are true
is_expired compare
Check if days until expiration is at most 0
checklist to_checklist
Format results as an actionable checklist
metrics to_summary
Format results as a summary card
Output
checklist checklist
summary metrics

Settings (2)

Configurable at install. Defaults shown — change anytime in the extension.

warn threshold days number = 3
expiration window days number = 14

Tags

hubspot dealproposalexpirationhubspot

Details

9 steps 2 configurable settings recipe_id: check-proposal-expiration-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy check-proposal-expiration-hubspot and paste it after pairing.