Keep smart group context in your planning routine
See available smart groups in a recurring report so your team can review related compliance planning assumptions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Smart Groups
Tool to retrieve all smart groups associated with the account. use when you need to list all smart groups after authenticating with a valid api key.
Why this helps
Planning takes longer when teams must stop to rediscover which smart groups exist.
- Keep the available smart groups easy to find.
- Prompt regular review of planning assumptions.
- Reduce manual searches for group context.
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 smart groups and include a reminder to review related 21risk planning assumptions.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the list supports planning.
Questions about this workflow
Does this modify smart groups?
No. It retrieves the available smart groups for review.
Can this verify that group membership is correct?
The available action lists smart groups. Any membership or compliance assessment needs suitable data and human 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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