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Deal Audit Analyzer

by recued-core v1 11 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 ?
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

About

Tags

hubspot auditcompliancedealhubspotrisk

Details

7 steps 3 configurable settings recipe_id: audit-closed-deals-hubspot