A quarterly 21risk compliance summary in PDF
Prepare a concise quarterly view of compliance work using the information available in 21risk.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Quarterly reporting often means assembling audit, checklist, and action updates from separate views.
- Bring several available compliance work areas into one report.
- Create a repeatable quarterly review artifact.
- Highlight current status and unresolved follow-up.
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 available 21risk audits, checklist progress, and action status in an HTML report and create a PDF.
- 4Pick a quarterly schedule and choose where run reports should go.
- 5Test with one real reporting example.
Questions about this workflow
Can it compare with the previous quarter?
Only if the prior-period information is available to Notis or you supply it. The workflow should not assume historical baselines are available.
Can I tailor it for leadership?
Yes. Describe the level of detail, sections, and language you want in the instruction.
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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