Validates deal fields against stage-specific prerequisites and renders a readiness checklist.

How it works 13 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 (12 steps)

⚠ check_deal guard

Stop if deal is missing

■ prereqs switch

Map deal stage to one of: Proposal, Qualified, Negotiation

⚠ check_prereqs guard

Stop if prereqs is empty

■ deal_fields map

Extract from each item

■ format_labels map

Extract from each item

■ checklist_items map

Extract from each item

■ health to_checklist

Format results as an actionable checklist

■ prereq_statuses map

Extract from each item

■ met_flags map

Extract from each item

■ all_met all

Check if all conditions are true

■ advance_status switch

Map all met to one of: true, false

■ summary to_summary

Format results as a summary card

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Output

summary summary

checklist health

Settings 1 configurable

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

stage prerequisites text = [object Object]