Tag evidence files with compliance metadata
Make evidence easier to sort and understand with metadata applied during review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create metadata instance on file
Applies an instance of a metadata template to a file. in most cases only values that are present in the metadata template will be accepted, except for the `global.properties` template which accepts any key-value pair.
Why this helps
Files contain useful audit context only in notes, making search and handoffs slower.
- Improve evidence findability
- Keep key context with each file
- Reduce manual tagging
Setup
Build it in a few focused steps.
- 1Connect 21risk and Box once in Notis.
- 2Create an automation named Tag evidence metadata.
- 3Tell Notis to apply the required Box metadata to each evidence file identified by the scheduled 21risk review.
- 4Choose a recurring cron trigger and a report channel.
- 5Test with one real evidence set.
Questions about this workflow
Which metadata values are used?
Describe the metadata template and values in the automation instruction or provide them in the 21risk context.
Can it process a batch?
Yes. Ask Notis to apply metadata to every matching evidence file from the review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Box. A trigger fires from one place; an action lands in another.
21risk triggers
Box actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add classification to file
Adds a classification to a file by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/files/:id//enterprise 12345/securityclassification-6vmvochwuwo`.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add classification to folder
Adds a classification to a folder by specifying the label of the classification to add. this api can also be called by including the enterprise id in the url explicitly, for example `/folders/:id/enterprise 12345/securityclassification-6vmvochwuwo`.
Add domain to list of allowed collaboration domains
Creates a new entry in the list of allowed domains to allow collaboration for.
Add initial classifications
When an enterprise does not yet have any classifications, this api call initializes the classification template with an initial set of classifications. if an enterprise already has a classification, the template will already exist and instead an api call should be made to add additional classifications.
Add or update user avatar
Adds or updates a user avatar.
Add shared link to file
Adds a shared link to a file.
Add shared link to folder
Adds a shared link to a folder.
Add shared link to web link
Adds a shared link to a web link.
Connect any two apps with Notis in the middle.
21risk and Box, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Box.