Scans insurance deal emails for UCSPA and NAIC compliance issues using pattern matching and AI classification.

How it works 8 steps

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

Data fetch

▼ email email-reader-hubspot

Fetch reader from hubspot

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Process (7 steps)

■ hashed_email hash_replace

Anonymize sensitive fields for safe AI processing

■ promise_found any

Check if any of the conditions are true

■ disclaimer_found compare

Check if email body contains

■ ai_ready compare

Check if setting enable ai equals

✦ ai_classification ai-classify

AI classifies data into one of the given categories

skip: step.ai_ready equal false

■ ai_compliant compare

Check if ai classification category equals

skip: step.ai_ready equal false

■ compliance_checklist to_checklist

Format results as an actionable checklist

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Output

checklist compliance_checklist

Settings 2 configurable

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

enable ai toggle = on

state ucspa code text = CA Ins. Code § 790.03