Bring task board context into action reviews
See the available task boards in a scheduled report that prompts a review of related compliance actions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Task Boards
Tool to retrieve all task boards. use after authenticating with a valid api key to list available task boards.
Why this helps
Action reviews get fragmented when teams have to rediscover where operational tasks are organized.
- See available task boards in a recurring report.
- Prompt review of related compliance actions.
- Reduce time spent locating operational task 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 task boards and include a reminder to review related 21risk actions.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and ensure the report gives useful context.
Questions about this workflow
Does this list tasks within the boards?
No. The available action retrieves task boards.
Does this update 21risk actions?
No. It provides board context in the report for a 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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