Tracks proposal expiration status and days remaining on deal pages.

How it works 9 steps

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

Data fetch

▼ deal deal-reader-hubspot

Fetch reader from hubspot

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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

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Output

checklist checklist

summary metrics

Settings 2 configurable

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

warn threshold days number = 3

expiration window days number = 14