Audits closed deals for compliance gaps, missing documents, and anomalies. Generates AI-powered audit readiness summary.

How it works 7 steps

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

Data fetch

▼ deals ?

▼

Process (6 steps)

■ closed_deals filter

Filter by condition

■ audit_table to_table

Format results as a data table

■ anomalous_deals filter

Filter by condition

skip: config.enable_ai equal false

■ ai_summary_pii_protect pii-protect

Apply pii-protect

■ ai_summary ?

skip: config.enable_ai equal false

■ ai_summary_pii_restore pii-restore

Apply pii-restore

Settings 3 configurable

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

hubspot setting =

enable ai toggle = on

audit period days number = 90