Use “Compliance Filing Validator” in Recued. Validates state-specific compliance filings against regulatory requirements.

How it works 16 steps

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

Process (16 steps)

■ activities ?

■ activities_flat map

Extract from each item

■ notes filter

Filter by condition

■ sorted_notes sort

Sort by

■ filing_text coalesce

Use the first available value from: sorted notes 0 body,

⚠ validate_filing_text guard

Stop if filing text is empty

■ extract_state ?

■ state_trimmed trim

Trim whitespace from extract state property state

■ property_state uppercase

Convert state trimmed to uppercase

■ state_requirements switch

Map property state to one of: CA

■ required_disclosures_str join

Join items with ", "

■ extracted_fields ?

■ dates_missing any

Check if any of the conditions are true

■ days_to_file date_diff

Calculate days between extracted fields transaction date and extracted fields filing date

skip: step.dates_missing equal true

■ deadline_issue any

Check if any of the conditions are true

■ compliance_checklist to_checklist

Format results as an actionable checklist

Settings 2 configurable

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

hubspot setting =

state filing requirements setting = [object Object]