Scans contact records for unauthorized sensitive PII and flags regulatory violations based on region and permitted fields.

How it works 12 steps

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

Data fetch

▼ contact ?

▼

Process (11 steps)

⚠ contact_exists guard

Stop if contact result properties is missing

■ regulation_citation switch

Map setting user region to one of: EU, California

■ pii_findings_raw_pii_protect pii-protect

Apply pii-protect

■ pii_findings_raw ?

■ pii_findings_raw_pii_restore pii-restore

Apply pii-restore

■ sanitized_findings map

Extract from each item

■ ssn_findings filter

Filter by condition

■ financial_findings filter

Filter by condition

■ findings_with_regulation map

Extract from each item

■ findings_table to_table

Format results as a data table

skip: step.findings_with_regulation is_empty

■ compliance_checklist to_checklist

Format results as an actionable checklist

Settings 3 configurable

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

hubspot setting =

user region choice = Other (Other, EU, California)

permitted fields text = email, phone, first_name, last_name, company, job_title, city, state, country