Validates transaction document retention compliance against state regulations with grace period tracking. Supports CA, NY, TX, FL.

How it works 12 steps

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

Data fetch

▼ deals ?

▼

Process (11 steps)

■ closed_deals filter

Filter by condition

■ with_elapsed_days map

Extract properties.closedate from each item

■ retention_periods pick

Keep only specific fields from

■ state_citations pick

Keep only specific fields from

■ with_retention_data map

Extract from each item

■ valid_retention_data filter

Filter by condition

■ with_remaining_days map

Extract from each item

■ sorted_deals sort

Sort by

■ over_retention_items filter

Filter by condition

■ retention_table to_table

Format results as a data table

■ retention_checklist to_checklist

Format results as an actionable checklist

Settings 2 configurable

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

hubspot setting =

grace period days number = 30