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Review how compliance updates are organized

See the categories your publication currently offers as part of a regular review of how compliance updates are grouped.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Categories

Tool to list all categories for a publication. use after you have the publication id and need to fetch its categories.

Why this helps

Category options can drift from the way compliance communications are organized, and nobody notices until an issue is being drafted.

  • Review actual current categories instead of relying on memory.
  • Compare available categories with supplied communication topics.
  • Identify organization questions before the next draft is prepared.

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Curated once in the Notis portal.
  • 2Create an automation in Notis, or tell Notis in plain language from any channel.
  • 3Describe the outcome in one instruction: list categories for the confirmed Curated publication and summarize how they relate to the supplied 21risk communication topics.
  • 4Choose the notis_cron trigger and where run reports should go.
  • 5Test with one real category review and check the summary against the returned list.

Questions about this workflow

Will this change the publication categories?

No. It retrieves the current category list for review.

Can it determine the best category for every future issue?

It can help compare categories with supplied topics, but a person should confirm categorization decisions.

What does the workflow need from 21risk?

It needs the relevant communication topics in the request or instruction. 21risk trigger events are not listed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 21risk to Curated. A trigger fires from one place; an action lands in another.

21risk triggers

Curated actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Draft Issue

Tool to create a draft issue for a publication. use after confirming the publication id. applies default settings if optional fields are omitted.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Collected Link

Tool to create a collected link for a publication. use when you want to add a new link (with url, title, etc.) to a publication's collection.

ActionInstant

List Email Subscribers

Tool to list all email subscribers for a publication. use after confirming the publication id.

ActionInstant

List Publications

Tool to list all publications accessible by the api key. use when you need to retrieve your publication ids for further api calls. example prompt: "list my publications".

ActionInstant

List Categories

Tool to list all categories for a publication. use after you have the publication id and need to fetch its categories.

ActionInstant

List Issues

Tool to list all issues for a publication. use after you have the publication id and need to fetch its issues (supports pagination).

ActionInstant

Connect any two apps with Notis in the middle.

21risk and Curated, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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