Compliance Incident Investigator

by recued-core v1 action

Pulls deal activities, sorts chronologically, and uses AI to highlight key compliance decision points.

Data fetch

▼ activities activity-reader-hubspot

Fetch reader from hubspot

▼

Process (9 steps)

⚠ guard guard

Stop if activities is empty

■ sorted sort

Sort by

■ table_data map

Extract from each item

■ hashed_activities hash_replace

Anonymize sensitive fields for safe AI processing

✦ ai_summary ai-summarize

AI generates a concise summary

skip: config.enable_ai equal false

■ restored_ai hash_restore

Restore anonymized fields back to real values

skip: config.enable_ai equal false

■ ai_bullets template

Generate text from a template

skip: config.enable_ai equal false

■ timeline_table to_table

Format results as a data table

■ ai_text template

Generate text from a template

skip: config.enable_ai equal false

▼

Output

table timeline_table

text ai_text

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

enable ai toggle = on

10 steps 1 configurable settings recipe_id: investigate-compliance-incident-hubspot

If the webclient is not paired yet, copy investigate-compliance-incident-hubspot and paste it after pairing.