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Deal Audit Analyzer

by recued-core v2 40 views

Use “Deal Audit Analyzer” in Recued. 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 recued-core.hubspot.deal.list
List deal on hubspot
▼
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 core.ai.prompt
AI generates a response from a custom prompt
skip: config.enable_ai equal false
■ ai_summary_pii_restore pii-restore
Apply pii-restore
▼
Output
table audit_table
ai_analysis ai_summary_pii_restore.restored
Settings 2 configurable

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

enable ai toggle = on
audit period days number = 90

Uses (2 operations)

Pack operation List deal on hubspot recued-core.hubspot.deal.list
AI models AI generates a response from a custom prompt core.ai.prompt

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Read AI models core.ai.prompt read-only

1 more isn't listed here. You'll see it at install.

Data it touches

SurfacesAI models

About

Tags

hubspot auditcompliancedealhubspotrisk

Details

7 steps 2 configurable settings recipe_id: audit-closed-deals-hubspot