Validates state-specific compliance filings against regulatory requirements. Reads the most recent NOTE on the deal as the filing document and extracts the property's state from it; default includes CA requirements, extend `state_filing_requirements` for other states. Validates disclosure completeness against state-specific lists and filing timelines. Designed for HubSpot deals that carry the filing as a deal note — activities + the filing note bind to your HubSpot connection via the canonical engagement.list op.

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 text = [object Object]