Keep evidence requests moving in one doc
Give each request a clear record of what is needed and what still has to be gathered.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create doc
Creates a new coda doc, optionally copying an existing doc. note that creating a doc requires you to be a doc maker in the applicable workspace (or be auto-promoted to one).
Why this helps
Evidence requests can stall when requirements and ownership are split across messages and checklist notes.
- Capture request details and available context together.
- Make ownership and outstanding evidence visible.
- Give reviewers a shared place to record progress.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Coda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for evidence requests.
- 3Tell Notis to create a Coda doc with the evidence request, related 21risk context, available owner, and outstanding questions.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm missing details are marked for follow-up.
Questions about this workflow
Can this fetch or attach evidence files?
Include only evidence details available from the connected apps or the webhook request. The workflow creates a tracking doc.
Can it decide what evidence is sufficient?
Provide the evidence criteria in the automation instruction. Notis should flag any criteria that are missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Coda. A trigger fires from one place; an action lands in another.
21risk triggers
Coda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a category for pack
Add a publishing category for a given pack.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a maker for pack
Set a maker for a given pack. used to display makers for a pack in the corresponding packs page.
Add a permission for pack
Create or modify user, workspace, or global permissions for a given pack.
Add custom domain
Add a custom domain to a published doc.
Add permission
Adds a new permission to the doc.
Begin content export
Initiate an export of content for the given page.
Content export status
Check the status of a page content export
Copy Document
Creates a copy of an existing coda document. this action allows you to duplicate a document while optionally specifying a new title and location for the copied document.
Connect any two apps with Notis in the middle.
21risk and Coda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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