Weekly scan for new real estate regulations in configured states and their impact on your open CRM deals. Open deals bind to your CRM connection via the canonical deal.search op; web search runs through an enrolled Exa connection's gated recued-core.exa.web.search op. Two custom AI-prompt steps (regulation extraction + per-jurisdiction impact) keep this recipe bundled, not marketplace-published.

How it works 13 steps

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

Process (13 steps)

■ open_deals ?

■ states_joined join

Join items with ", "

■ search_query template

Generate text from a template

■ search_results ?

■ regulations_raw ?

skip: step.search_results.result.results is_empty

■ open_deals_filtered filter

Filter by condition

■ regulations_enriched_pii_protect pii-protect

Apply pii-protect

■ regulations_enriched ?

skip: step.regulations_raw is_empty

■ regulations_enriched_pii_restore pii-restore

Apply pii-restore

■ filtered_regulations filter

Filter by condition

skip: config.hide_zero_impact equal false

■ regulations_for_table coalesce

Use the first available value from: filtered regulations, regulations enriched pii restore restored

■ empty_summary template

Generate text from a template

skip: step.regulations_for_table is_not_empty

■ compliance_table to_table

Format results as a data table

skip: step.regulations_for_table is_empty

Settings 5 configurable

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

crm setting =

exa setting =

enable ai toggle = on

hide zero impact toggle = off

applicable states choice = California (California, New York, Texas, Florida, Illinois)