Make a quick triage pass through recent documents
Use a short scheduled review to spot recently generated documents that appear to need a next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Assets
Tool to list the ten most recent assets. use when you need to retrieve your latest cloudlayer assets.
Why this helps
When several documents are generated, deciding which one needs attention can become another open loop.
- Review the ten most recent Cloudlayer assets in one run.
- Surface possible follow-up based on available asset information.
- Turn document review into a repeatable task.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Cloudlayer once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for document triage.
- 3Tell Notis to list the latest Cloudlayer assets and identify possible follow-up using only the information returned with each asset.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and refine the instruction based on the asset details returned.
Questions about this workflow
Will this know what each document is for?
Only when the asset information includes enough context. If it does not, provide the needed context separately or review the listed assets manually.
How many assets are included?
The List Assets action retrieves the ten most recent assets.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Cloudlayer. A trigger fires from one place; an action lands in another.
21risk triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
21risk and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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