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Bring Account Metrics Into Your Compliance Review

Put available social account reports beside recurring compliance work so review prep takes fewer steps.

Trigger

Recurring schedule

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

Action

List Reports

Tool to list all account-level reports. use when you need to fetch aggregated account metrics chronologically after authentication.

Why this helps

Recurring compliance reviews can miss useful account-level metrics when they live in a separate workspace.

  • Gather account-level reports on a predictable schedule.
  • Make report review part of recurring compliance preparation.
  • Reduce manual lookup across workspaces.

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Dotsimple once in the Notis portal.
  • 2Create an automation from any channel or in Automations, New Automation.
  • 3Tell Notis to list Dotsimple account reports and include the results in the compliance review report.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real example and confirm the report provides useful review context.

Questions about this workflow

Does this workflow calculate compliance status from the reports?

No. It lists available account-level reports. Any compliance interpretation needs to be specified in your instruction and supported by the information provided.

Can it create a 21risk audit?

No. This package uses Dotsimple's report listing action and does not create or update 21risk records.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

21risk triggers

Dotsimple actions

Recurring trigger

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

TriggerScheduled

Create Tag

Tool to create a new tag in dotsimple. use when you need to categorize content with custom tags. example: create a tag named "news" with color "#38bdf8".

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Media Files

Tool to delete multiple media files in the workspace. use after confirming unwanted files. call this when you have a list of media ids to remove. returns success status.

ActionInstant

Delete Tag

Tool to delete a tag by its uuid. use when you need to remove a specific tag; ensure the uuid is correct before invoking.

ActionInstant

Get Media File

Tool to retrieve details of a specific media file. use when you have the mediafileid and need its metadata.

ActionInstant

Get Tag by UUID

Tool to retrieve details for a specific tag by uuid. use when you need full tag information after obtaining its identifier.

ActionInstant

List Accounts

Tool to list all connected social media accounts in the workspace. use when you need to retrieve available accounts before posting or scheduling content.

ActionInstant

List Autoresponders

Tool to list all autoresponders. use when you need to browse through your autoresponder setup.

ActionInstant

List Media Files

Tool to list all media files with optional pagination. use when you need to retrieve or browse uploaded media files page by page.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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