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Compliance Incident Investigator

by recued-core v3 43 views

Use “Compliance Incident Investigator” in Recued. Chronologically sorts all deal activities and generates AI-powered timeline summary highlighting key compliance decisions. Activities bind to your CRM connection via the standard service operation (HubSpot engagements).

How it works 8 steps

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

Process (8 steps)
◆ activities recued-core.hubspot.engagement.list
List engagement on hubspot
■ activities_flat map
Extract from each item
■ sorted_activities sort
Sort by
■ picked_activities map
Extract from each item
■ timeline_table_data map
Extract from each item
■ activity_table to_table
Format results as a data table
■ should_skip_ai any
Check if any of the conditions are true
✦ ai_summary core.ai.summarize
AI generates a concise summary
skip: step.should_skip_ai equal true
▼
Output
table activity_table
ai_analysis ai_summary
Settings 1 configurable

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

enable ai toggle = on

Uses (2 operations)

Pack operation List engagement on hubspot recued-core.hubspot.engagement.list
AI models AI generates a concise summary core.ai.summarize

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.summarize read-only

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

Data it touches

SurfacesAI models

About

Tags

hubspot compliancedealactivitiestimelineaudithubspot

Details

8 steps 1 configurable settings recipe_id: investigate-compliance-incident-hubspot