Turn monthly risk themes into account priorities
Step back from individual findings and see where a recurring theme points next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Insights
Tool to generate ranked prospect or company insights. Use after resolving identifiers to retrieve the most relevant insights.
Why this helps
Repeated risk themes are hard to connect to account priorities when reviewed in isolation.
- Spot recurring themes
- Create a monthly account shortlist
- Support planning with current evidence
Setup
Build it in a few focused steps.
- 1Connect 21risk and Autobound once in the Notis portal.
- 2Create an automation asking Autobound to rank account insights from the month's recurring 21risk risk themes.
- 3Pick a monthly schedule trigger and choose the report channel.
- 4Test with one month of real activity.
Questions about this workflow
What counts as a recurring theme?
Use the themes present in the 21risk activity data and define any minimum frequency in your instruction.
Can the report compare two themes?
Yes, if both themes and the desired comparison are included in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Autobound. A trigger fires from one place; an action lands in another.
21risk triggers
Autobound actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate Insights
Tool to generate ranked prospect or company insights. Use after resolving identifiers to retrieve the most relevant insights.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate Personalized Content
Tool to generate hyper-personalized sales content. Use after confirming contact and user details.
Connect any two apps with Notis in the middle.
21risk and Autobound, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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