Add conversation context to open compliance actions
Make it easier to decide what needs a follow-up by reviewing open actions with relevant conversation history.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Conversations
Tool to retrieve a paginated list of conversations. use when you need to page through conversation history.
Why this helps
Open actions can linger when owners have to reconstruct the context behind each compliance item.
- Review open action status on a regular cadence.
- Surface conversation records that may help clarify a follow-up.
- Reduce the time spent rebuilding context before taking action.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Chatbotkit once in the Notis portal.
- 2Create an automation that reviews open actions and retrieves relevant conversations when a conversation id can be identified.
- 3Choose a recurring schedule and a channel for run reports.
- 4Test with one real open action and a known related conversation.
Questions about this workflow
Will this mark an action complete or assign an owner?
No. The workflow reviews 21risk action data and retrieves Chatbotkit conversations; it does not change action status or assignment.
What if the action has no linked conversation?
Notis can report that no related conversation was identified. The workflow should not infer a missing conversation or history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Chatbotkit. A trigger fires from one place; an action lands in another.
21risk triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Tool to send a message to a conversation and receive the bot’s reply. use after retrieving or initiating a conversation id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Integration
Tool to create a new integration. use when you need to set up a support channel integration for a bot after collecting the integration details.
Create Skillset
Tool to create a new skillset. use when you need to group multiple skills into a single reusable unit.
List Bots
Tool to retrieve a paginated list of all bots. use when you need to browse or manage multiple bots, and iterate pages via cursor.
List conversation messages
Tool to list messages in a conversation with pagination. use after obtaining a conversation id to fetch messages page by page.
List Conversations
Tool to retrieve a paginated list of conversations. use when you need to page through conversation history.
List Datasets
Tool to list datasets. use when you need to browse or paginate through available datasets.
List Integrations
Tool to retrieve a list of trigger integrations. use when you need to browse or manage configured trigger integrations and iterate pages via cursor.
Connect any two apps with Notis in the middle.
21risk and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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