Bring compliance themes into a quarterly review
Give leadership a readable view of recurring issues and follow-up themes across the quarter.
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
Leadership reviews can miss recurring compliance patterns when each audit or action is considered in isolation.
- Gather available compliance themes for leadership.
- Make recurring issues easier to discuss.
- Keep quarterly review preparation in one doc.
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 quarterly trends.
- 3Tell Notis to create a Coda doc summarizing available 21risk activity for the quarter and use any baseline or trend criteria you provide.
- 4Pick a quarterly recurring schedule and choose where run reports should go.
- 5Test with one real run and check that claims about trends have supporting history.
Questions about this workflow
Can Notis find trends without historical data?
No. It needs historical activity from 21risk or a baseline you provide to support trend claims.
Can this be used for a leadership review?
Yes. Ask Notis to summarize the available information in concise language for your intended review.
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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