Extracts key fields from seller disclosure forms, validates for missing/incomplete/contradictory entries against state requirements, and cites compliance statutes. Reads the most recent NOTE on the deal as the disclosure document (via the canonical engagement.list op) and extracts the property's state from it; unrecognized states fall to generic disclosure requirements.

How it works 14 steps

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

Process (14 steps)

■ activities ?

■ activities_flat map

Extract from each item

■ notes filter

Filter by condition

■ sorted_notes sort

Sort by

■ disclosure_text coalesce

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

⚠ has_disclosure guard

Stop if disclosure text is empty

■ extract_state ?

skip: config.enable_ai equal false

■ state_trimmed trim

Trim whitespace from extract state property state

■ property_state uppercase

Convert state trimmed to uppercase

■ state_config switch

Map property state to one of: CA, NY, TX

■ extracted_fields ?

skip: config.enable_ai equal false

■ validation_prompt ?

skip: step.extracted_fields is_empty

■ validation_results coalesce

Use the first available value from: validation prompt,

■ findings_table to_table

Format results as a data table

Settings 2 configurable

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

hubspot setting =

enable ai toggle = on