Prepare a quarterly 21risk review pack from Cats portals
Reduce quarterly preparation by turning a scheduled portal lookup into a concise review pack.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Portals
Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.
Why this helps
Quarterly reviews often require last-minute context gathering from connected services.
- Cuts quarterly preparation time
- Provides a consistent review structure
- Makes missing information explicit
Setup
Build it in a few focused steps.
- 1Connect 21risk and Cats in Notis once.
- 2Create an automation for the quarterly review pack.
- 3Describe that Notis should call Get Portals and organize the returned metadata into a concise 21risk stakeholder review.
- 4Pick a recurring Notis cron trigger.
- 5Choose the report destination and test with one real run before the next review.
Questions about this workflow
Can it create evidence that Cats does not return?
No. The pack should identify missing evidence instead of inventing it.
How often does it run?
It runs on the recurring cron schedule you select in Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Cats. A trigger fires from one place; an action lands in another.
21risk triggers
Cats actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Portals
Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Connect any two apps with Notis in the middle.
21risk and Cats, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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