A monthly workbook for 21risk checklist progress
See what is complete and what still needs attention in a workbook generated from your 21risk checklist data.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Why this helps
Checklist progress can be hard to scan when updates live across many compliance tasks.
- Review completed and outstanding checklist items together.
- Use a familiar spreadsheet format for analysis.
- Reduce manual copying into status workbooks.
Setup
Build it in a few focused steps.
- 1Connect 21risk and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to summarize current 21risk checklist progress in an HTML table and create an XLSX workbook.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real checklist example.
Questions about this workflow
Will it include every checklist field?
It can use the checklist information available from 21risk. Name the columns and details you want Notis to include in your instruction.
Can I open the result in spreadsheet software?
The workflow requests an XLSX document from DocRaptor.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to DocRaptor. A trigger fires from one place; an action lands in another.
21risk triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
21risk and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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