Prepare a monthly campaign governance review
Walk into governance review with a current inventory and a short list of decisions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Campaign List
Tool to list all campaigns in the account. use when you need to retrieve campaign listings for reporting or management.
Why this helps
Governance meetings spend too much time reconstructing the campaign landscape before discussing risks.
- Prepares a consistent meeting brief
- Surfaces campaigns needing a decision
- Reduces meeting preparation work
Setup
Build it in a few focused steps.
- 1Connect both apps once in Notis.
- 2Create an automation that lists campaigns and answers the governance questions you provide.
- 3Choose notis_cron and set the monthly schedule.
- 4Select the meeting report channel.
- 5Test with the current campaign portfolio.
Questions about this workflow
Can it make governance decisions?
It prepares the inventory and questions; the governance owner makes decisions.
Can the questions change?
Yes. Update the plain-language instruction when your review criteria change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Campaign cleaner. A trigger fires from one place; an action lands in another.
21risk triggers
Campaign cleaner actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Campaign
Tool to delete a saved campaign by id. use when you need to remove a campaign after confirming its id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Campaign List
Tool to list all campaigns in the account. use when you need to retrieve campaign listings for reporting or management.
Download Campaign PDF Analysis
Tool to download a pdf analysis report for a processed campaign. use after a campaign has been processed.
Get Campaign Status
Tool to check the processing status of a submitted campaign. use after submitting a campaign to monitor its progress.
Connect any two apps with Notis in the middle.
21risk and Campaign cleaner, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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