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Review outreach inventory for the weekly compliance plan

Start weekly planning with the cards already available to you.

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

Weekly planning becomes noisy when outreach inventory is checked inconsistently.

  • Make inventory review part of weekly planning
  • Reduce planning context switches
  • Keep one repeatable report for the team

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Amcards in Notis once.
  • 2Create an automation for the weekly outreach inventory review.
  • 3Tell Notis to retrieve Amcards cards and summarize those relevant to the current 21risk plan you provide.
  • 4Pick the notis_cron schedule and timezone.
  • 5Choose the report channel, then test with one real weekly run.

Questions about this workflow

Where does the current 21risk plan come from?

Include the planning context in the automation instruction or update it when priorities change.

Does the workflow change card data?

No. It only retrieves the current cards.

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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