Validates residential lease terms against state landlord-tenant statutes with AI extraction and statutory checks. Reads the most recent NOTE on the deal as the lease document (via the canonical engagement.list op) and extracts the property's state from it; state-specific thresholds hardcoded per statutory requirements. Gracefully handles a missing lease note or unrecognized state by displaying checklist items with informative null states.

How it works 19 steps

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

Process (19 steps)

■ activities ?

■ activities_flat map

Extract from each item

■ notes filter

Filter by condition

■ sorted_notes sort

Sort by

■ lease_text coalesce

Use the first available value from: sorted notes 0 body,

■ extract_state ?

skip: step.lease_text is_empty

■ state_trimmed trim

Trim whitespace from extract state property state

■ property_state uppercase

Convert state trimmed to uppercase

■ extract_lease_terms ?

skip: step.lease_text is_empty

■ state_max_deposit_months switch

Map property state to one of: CA, FL, IL, NY, OR, TX, WA

■ state_min_notice_days switch

Map property state to one of: CA, FL, IL, NY, OR, TX, WA

■ max_allowed_deposit math

Calculate: {{step.state_max_deposit_months}} * {{step.extract_lease_terms.rent_amount}}

skip: step.extract_lease_terms.rent_amount is_null

■ statute_sec_dep switch

Map property state to one of: CA, FL, IL, NY, OR, TX, WA

■ statute_notice switch

Map property state to one of: CA, FL, IL, NY, OR, TX, WA

■ statute_habitability switch

Map property state to one of: CA, FL, IL, NY, OR, TX, WA

■ statute_prohibited switch

Map property state to one of: CA, FL, IL, NY, OR, TX, WA

■ deposit_issue_condition all

Check if all conditions are true

■ notice_issue_condition all

Check if all conditions are true

■ compliance_checklist to_checklist

Format results as an actionable checklist

Settings 1 configurable

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

hubspot setting =