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Compliance Report Generator

by recued-core v1 action

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

How it works

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

enable ai toggle = on
max gap days number = 14
critical activity types choice = contract_sent (contract_sent, signed_document, compliance_review)

Tags

hubspot complianceaudithubspot

Details

20 steps 3 configurable settings recipe_id: generate-compliance-report-deal-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy generate-compliance-report-deal-hubspot and paste it after pairing.