Review vendors for risk oversight
Keep vendor oversight grounded in a current finance roster.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Vendors
List all vendors.
Why this helps
Vendor reviews miss changes when procurement and risk teams rely on different lists.
- Use one current vendor view
- Spot vendors needing review
- Reduce repeated roster exports
Setup
Build it in a few focused steps.
- 1Connect 21risk and Brex in Notis once.
- 2Create an automation named risk vendor review.
- 3Tell Notis to list Brex vendors and summarize those relevant to the supplied 21risk oversight criteria.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real review run.
Questions about this workflow
Does this evaluate vendor risk automatically?
It lists vendors and summarizes them against the criteria you provide.
Can I scope the review to one program?
Yes, include the program or vendor criteria in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Brex. A trigger fires from one place; an action lands in another.
21risk triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
Create Department
Create a new department.
Create Expense
Create a new expense.
Create Location
Create a new location.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
21risk and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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