Generates audit-ready compliance reports with complete evidence trails from deal transaction history.

How it works 20 steps

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

Data fetch

▼ deal deal-reader-hubspot

Fetch reader from hubspot

▼ contacts deal-contacts-hubspot

Fetch contacts from hubspot

▼ activities activity-reader-hubspot

Fetch reader from hubspot

▼

Process (17 steps)

⚠ validate_deal guard

Stop if deal is missing

■ activity_count count

Count items in activities

■ contact_count count

Count items in contacts

■ critical_activities filter

Filter by condition

skip: step.activities is_empty

■ has_critical_activities compare

Check if critical activities has data

■ sorted_activities sort

Sort by

skip: step.activities is_empty

■ timeline_gaps map

Extract from each item

skip: step.sorted_activities.length less 2

■ max_gap_value reduce

Reduce with max

skip: step.timeline_gaps is_empty

■ excessive_gap compare

Check if max gap value is greater than

skip: step.max_gap_value is_null

■ safe_activities map

Extract from each item

skip: step.activities is_empty

■ ai_context pick

Keep only specific fields from

skip: config.enable_ai equal false

■ hashed_context hash_replace

Anonymize sensitive fields for safe AI processing

skip: config.enable_ai equal false

✦ compliance_score ai-score

AI scores data against defined criteria

skip: config.enable_ai equal false

■ restored_analysis hash_restore

Restore anonymized fields back to real values

skip: step.compliance_score is_null

■ report_summary to_summary

Format results as a summary card

■ compliance_checklist to_checklist

Format results as an actionable checklist

■ evidence_table to_table

Format results as a data table

skip: step.activities is_empty

▼

Output

summary report_summary

checklist compliance_checklist

table evidence_table

ai_analysis restored_analysis

Settings 3 configurable

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

enable ai toggle = on

max gap days number = 14

critical activity types choice = contract_sent (contract_sent, signed_document, compliance_review)