Create quarterly board risk briefs
Give board stakeholders a concise view of risk progress and decisions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Transactional Campaign
This tool creates a new transactional campaign within a specified brand in bigmailer. it allows users to programmatically create new transactional campaigns by using the provided parameters (brandid, name, subject, fromname, fromemail, htmlcontent, etc.). the api endpoint returns details such as campaignid, name, status, and created at when a campaign is successfully created.
Why this helps
Board preparation becomes stressful when risk updates are assembled from scattered notes.
- Improve board preparation
- Keep risk decisions visible
- Reduce last minute rewriting
Setup
Build it in a few focused steps.
- 1Connect 21risk and Bigmailer in Notis once.
- 2Create an automation describing the quarterly board brief.
- 3Pick a recurring Notis cron trigger and provide the quarterly summary.
- 4Choose where run reports should be sent.
- 5Test with one board brief example.
Questions about this workflow
What must the summary contain?
Include the risks, progress, decisions, and asks you want in the campaign.
Can it identify missing information?
Yes, Notis can flag details that were not supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Bigmailer. A trigger fires from one place; an action lands in another.
21risk triggers
Bigmailer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Transactional Campaign
This tool creates a new transactional campaign within a specified brand in bigmailer. it allows users to programmatically create new transactional campaigns by using the provided parameters (brandid, name, subject, fromname, fromemail, htmlcontent, etc.). the api endpoint returns details such as campaignid, name, status, and created at when a campaign is successfully created.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Information
This tool retrieves information about the authenticated user in bigmailer using the get /me endpoint. it requires only authentication and no additional parameters, making it ideal for verifying api connectivity and retrieving essential user details.
List All Brands
This tool retrieves a list of all brands associated with the authenticated bigmailer account. it allows users to view and manage their brands. the operation is executed via a simple get request to the /brands endpoint and requires proper authentication using the x-api-key header. the response is a json array containing information such as brand id, brand name, and other related details.
Connect any two apps with Notis in the middle.
21risk and Bigmailer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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