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Audit card inventory for quarterly planning

Use a recurring inventory audit to keep planning grounded and current.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Cards

This tool retrieves a list of all cards associated with the authenticated account. the action is completely independent and doesn't require any external resource ids or parameters beyond authentication. it allows users to monitor, track, and manage their cards.

Why this helps

Quarterly planning is harder when nobody has a shared view of available outreach cards.

  • Add a repeatable quarterly checkpoint
  • Make planning discussions more concrete
  • Reduce stale assumptions about inventory

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Amcards in Notis once.
  • 2Create an automation for the quarterly card inventory audit.
  • 3Tell Notis to retrieve Amcards cards and summarize the inventory against the quarterly 21risk priorities you provide.
  • 4Pick the notis_cron schedule and timezone.
  • 5Choose the report channel, then test with one real run.

Questions about this workflow

Can it compare this quarter with last quarter?

Yes, when you supply the prior report or baseline in the instruction.

Does it archive cards?

No. The available action only retrieves them.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 21risk to Amcards. A trigger fires from one place; an action lands in another.

21risk triggers

Amcards actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Cards

This tool retrieves a list of all cards associated with the authenticated account. the action is completely independent and doesn't require any external resource ids or parameters beyond authentication. it allows users to monitor, track, and manage their cards.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Contacts

This tool retrieves a list of contacts from amcards. it is used for managing contacts by providing details like limit, skip, and filters (e.g., last name, first name, email). the tool returns an array of contact objects containing fields such as id, first name, last name, email, created at, and updated at.

ActionInstant

Connect any two apps with Notis in the middle.

21risk and Amcards, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Amcards.