Retrieve policy documents for each quarterly review
Start quarterly compliance reviews with the exact policy files already identified.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Document by ID
Tool to retrieve a document by id. use after both docset and document ids are available.
Why this helps
Quarterly reviews slow down when policy files must be found manually each cycle.
- Makes recurring policy reviews repeatable
- Reduces document hunting
- Keeps review scope consistent
Setup
Build it in a few focused steps.
- 1Connect 21risk and Aryn in Notis once.
- 2Create an automation that retrieves the specified Aryn policy documents and summarizes what was returned for the quarterly 21risk review.
- 3Pick a recurring Notis cron schedule.
- 4Choose where run reports should go.
- 5Test with one real policy document set.
Questions about this workflow
Can the schedule discover new policy ids?
No. The automation needs the relevant DocSet and document ids supplied in its context.
Does it edit the policies?
No. It retrieves documents for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Aryn. A trigger fires from one place; an action lands in another.
21risk triggers
Aryn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
Delete DocSet
Tool to delete a docset and all its documents. use after confirming the docset id, when you need to permanently remove a docset and its contents.
Generate plan
Tool to generate a query plan without executing it. use when you need to review the logical plan before running your query (e.g., "generate a plan for revenue breakdown by region").
Get DocSet Metadata
Tool to retrieve metadata for a specific docset. use when you have the docset id and optionally need usage statistics.
Get Document by ID
Tool to retrieve a document by id. use after both docset and document ids are available.
Get Document Binary
Tool to retrieve the binary content of a document by docset id and document id.
List Async Tasks
Tool to list all outstanding asynchronous tasks for the account. use when you need to check pending or running tasks.
Connect any two apps with Notis in the middle.
21risk and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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