Make upcoming compliance deadlines easy to review
Bring the next dates and responsibilities into a short document before they arrive.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
Upcoming work is easier to miss when dates and owners are buried across separate records and conversations.
- Create a focused view of supplied upcoming dates.
- Include responsibility details when they are provided.
- Use a recurring schedule to prepare the brief ahead of a review.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe the deadline brief to generate and how current dates and owners will be supplied or made available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real set of upcoming deadlines.
Questions about this workflow
Will it find due dates in 21risk automatically?
No 21risk trigger or retrieval event is listed. Provide the dates and owners or make them available to Notis for the scheduled run.
Can it remind owners directly?
This workflow generates a document in Docugenerate. It does not send reminders or assign actions in 21risk.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Docugenerate. A trigger fires from one place; an action lands in another.
21risk triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
21risk and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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