Start the week with a compliance brief
Bring open compliance work into view before it turns into another round of catch-up.
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
It takes time to rebuild the status of compliance work every week, and small follow-ups can slip through.
- Create a consistent starting point for weekly review.
- Surface open compliance work and follow-ups in one doc.
- Spend less time gathering status by hand.
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 weekly compliance brief.
- 3Tell Notis to review available 21risk compliance task information and create a Coda brief with open work and follow-ups.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the brief reflects the information available.
Questions about this workflow
Can the brief compare this week with last week?
Only if the prior status is available from 21risk or you provide a baseline. Otherwise, ask for a current status brief.
Can I change when it runs?
Yes. Choose the recurring schedule in the Notis automation setup.
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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