Get a recurring brief of overdue compliance actions
Have Notis review overdue actions in 21risk on a schedule and queue a concise PDF brief for your team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
Why this helps
Overdue actions can disappear into a compliance queue until someone remembers to check it.
- See overdue work in one scheduled brief.
- Make follow-up easier to start.
- Keep the report focused on actions that need attention.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Craftmypdf once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation, and give it a name.
- 3Tell Notis to find overdue 21risk actions, summarize their status, and queue a PDF using your chosen template.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real overdue action example.
Questions about this workflow
How does Notis know which actions are overdue?
Ask Notis to use the status and due-date information available in 21risk. If due dates are not present, the automation cannot infer them.
Can the report include a historical comparison?
Only if the needed history or baseline is available to Notis or supplied in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Craftmypdf. A trigger fires from one place; an action lands in another.
21risk triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Connect any two apps with Notis in the middle.
21risk and Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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