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Real Estate Law Compliance Scan

by recued-core v3 49 views

Use “Real Estate Law Compliance Scan” in Recued. 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 standard service operation; web search runs through an enrolled Exa connection's gated the connected service op.

How it works 13 steps

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

Process (13 steps)
◆ open_deals recued-core.hubspot.deal.list
List deal on hubspot
■ states_joined join
Join items with ", "
■ search_query template
Generate text from a template
◆ search_results recued-core.exa.web.search
Search web on exa
✦ regulations_raw core.ai.prompt
AI generates a response from a custom prompt
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 core.ai.prompt
AI generates a response from a custom prompt
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
▼
Output
summary empty_summary
table compliance_table
Settings 3 configurable

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

enable ai toggle = on
hide zero impact toggle = off
applicable states choice = California (California, New York, Texas, Florida, Illinois)

Uses (3 operations)

Pack operation List deal on hubspot recued-core.hubspot.deal.list
Pack operation Search web on exa recued-core.exa.web.search
AI models AI generates a response from a custom prompt core.ai.prompt

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.prompt read-only

2 more aren't listed here. You'll see them at install.

Data it touches

SurfacesAI models

About

Tags

hubspot real estatecomplianceregulationhubspotlegalpipeline

Details

13 steps 3 configurable settings recipe_id: scan-regulation-compliance-hubspot