See compliance actions by owner at a glance
Make it easier to check who has the next move and where an unblock is needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
A list of actions is less useful when ownership and follow-up needs are hard to scan.
- Group available actions by owner for quick review.
- Spot owners who may need an unblock.
- Give follow-up conversations a shared reference.
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 the action owner digest.
- 3Tell Notis to create a Coda doc grouping available 21risk actions by owner and highlighting missing ownership or follow-up needs.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and verify owners are drawn only from available data.
Questions about this workflow
Can it identify missing owners?
Yes, if ownership information is available. Ask Notis to flag actions where no owner is present.
Can it assign the missing owner?
This workflow creates a digest in Coda. Choose an owner in the source data or provide one in the automation context if assignment is needed.
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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