Keep job context close to compliance planning
Put the current Connecteam job list into a recurring report that helps your team plan compliance work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Jobs
Tool to retrieve a list of job objects relevant to a specific instance id. use after confirming scheduler or time clock instance id when you need to filter and page through jobs.
Why this helps
Teams lose time reconstructing job context when planning operational compliance tasks.
- Bring job context into a recurring report.
- Prompt a regular review of related compliance tasks.
- Reduce repeated searching for operational details.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Connecteam jobs and include a reminder to review related 21risk tasks.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the job list is useful.
Questions about this workflow
What does the job lookup need?
The action requires the relevant Connecteam instance context; provide it in your instruction if needed.
Will this change jobs or compliance tasks?
No. It retrieves jobs and reports the result for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Connecteam. A trigger fires from one place; an action lands in another.
21risk triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
21risk and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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