Make monthly scan record review easier
Set a recurring monthly check so scan history is ready to review without starting from a blank page.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Retrieve bulk scan records
Tool to retrieve bulk scan records. Use after specifying filters to fetch scan history in JSON or CSV for reporting.
Why this helps
Monthly review work gets delayed when someone has to remember filters, fetch records and write the first summary each time.
- Create a repeatable starting point for monthly scan review.
- Summarize records retrieved for a clearly specified period.
- Surface missing filters before relying on the report.
Setup
Build it in a few focused steps.
- 1Connect 21risk and CodeREADr once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe the monthly review and specify the reporting period and any filters to use.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real reporting period and confirm the records returned match the requested scope.
Questions about this workflow
Does the workflow decide the monthly period automatically?
Specify the period in the instruction, such as the previous calendar month. If the action needs a filter that the workflow cannot determine, Notis should flag it.
Can the summary replace the source scan records?
No. It summarizes records returned by CodeREADr. Use the source records for detailed review when needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Codereadr. A trigger fires from one place; an action lands in another.
21risk triggers
Codereadr actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Collect Data With Questions
Tool to configure data collection forms by adding custom questions. Use after creating a service to collect survey questions after each scan.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Configure CodeREADr Connector
Helper to guide configuring the CodeREADr Connector for Google Sheets. There is no public API to programmatically create connector configurations. This tool validates your API connectivity (optional) and returns clear steps to proceed via the Google Sheets Add-on UI: https://www.codereadr.com/knowledgebase/codereadr-connector-add-on/
Configure Direct Scan URL (DSU)
Tool to configure a Direct Scan URL (DSU). Use after obtaining a valid service ID to set up scan callbacks. Use when you need to enable or update the DSU postback settings for a CodeREADr service.
Configure CodeREADr Kiosk Mode
Tool to enable and configure Kiosk Mode for unattended scanning. Use when setting up a dedicated scanning kiosk after service setup.
Configure Picking, Delivery & Receiving App
Tool to configure the complete picking, delivery, and receiving workflow. Use when setting up scan workflow endpoints for an existing CodeREADr service.
Configure CodeREADr Postback URL
Tool to configure a real-time postback URL for a CodeREADr service. Use when you need to set up or modify scan forwarding for an existing service.
Create CodeREADr Service
Tool to create a new workflow configuration (service) for scanning tasks. Use after obtaining a valid API key when registering a new Service.
Delete CodeREADr Database
Tool to delete an existing CodeREADr database. Use when you need to remove a database by its ID after confirming you no longer need its data. Example prompt: "Delete database with ID 123e4567-e89b-12d3-a456-426614174000".
Connect any two apps with Notis in the middle.
21risk and Codereadr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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