Keep checklist progress visible month to month
Use a monthly Notis schedule to create a ClickMeeting room for reviewing checklist status, blockers, and upcoming compliance work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Conference
Tool to create a new conference. use when you need to schedule or start a meeting/webinar after authentication.
Why this helps
Checklist reviews can slip until deadlines are close, leaving teams to rediscover blockers under pressure.
- Reserve a regular checkpoint for checklist progress.
- Focus discussion on current blockers and upcoming work.
- Avoid rebuilding the meeting setup every month.
Setup
Build it in a few focused steps.
- 1Connect 21risk and ClickMeeting once in the Notis portal.
- 2Create an automation for monthly checklist reviews.
- 3Tell Notis to review available 21risk checklist status and create a ClickMeeting conference for the monthly review, using the timing details you provide.
- 4Choose a monthly cron trigger.
- 5Choose a report channel and test against a current checklist.
Questions about this workflow
Can Notis report checklist changes since last month?
Only if the connected data exposes a change history or you supply a prior baseline. Otherwise, it can summarize current checklist status.
Does the schedule define the meeting date?
The cron trigger starts the workflow. Include the intended date and time or a scheduling rule in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Clickmeeting. A trigger fires from one place; an action lands in another.
21risk triggers
Clickmeeting actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Conference
Tool to create a new conference. use when you need to schedule or start a meeting/webinar after authentication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in your clickmeeting account. use when you need to add or pre-register an attendee before scheduling an event.
Delete Conference
Tool to delete a specific conference. use after confirming the conference is no longer needed.
Delete Recording
Tool to delete a specific recording for a conference room. use when you need to remove an unwanted or outdated recording after confirming the conference and recording ids. deletion is irreversible.
Delete Recordings
Tool to delete all recordings for a conference room. use when you need to clear all saved recordings for a specific conference before archiving or reusing it.
Generate Autologin URL
Tool to generate an autologin url for a conference participant. use when you need to provide direct access to a conference room without separate login.
Generate Session PDF Report
Tool to generate a pdf report for a specific session. use when you need to download session analytics as a pdf file.
Get Chat Details
Tool to retrieve details of a specific chat session. use when you have the chat id and need its metadata and messages.
Connect any two apps with Notis in the middle.
21risk and Clickmeeting, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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