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Notis

See upcoming compliance deadlines in one PDF

Turn the next stretch of compliance work into a concise PDF pack, based on due dates and statuses available in 21risk.

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

Upcoming compliance work is harder to plan when deadlines and owners require separate searches.

  • Review upcoming work in one place.
  • Make deadlines easier to plan around.
  • Include action details available in 21risk.

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 21risk actions due in your chosen planning window, summarize them, and queue a PDF.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real upcoming deadline.

Questions about this workflow

Can I set the planning window?

Yes. State the time window in the automation instruction. Notis can only use due dates available in 21risk.

Will this create a PDF every time even if there is no work due?

Specify whether Notis should skip the PDF when it finds no matching actions.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

List PDF Templates

Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.

ActionInstant

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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