Surface open compliance records ahead of review
Let Notis gather a focused view of records that match your team's stated open-work criteria before a review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query Index
Searches an Elasticsearch index for documents.
Why this helps
Reviewers often spend the start of a compliance session finding the records that still need attention.
- Prepare a focused list before a recurring review.
- Reduce manual searching at meeting time.
- Summarize matching documents for easier follow-up.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Elasticsearch once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe the specified index and criteria that define open records, then ask Notis to summarize matches.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and verify the query matches your criteria.
Questions about this workflow
Does Elasticsearch know which compliance records are open?
Only if the indexed documents expose fields or values that represent that state. Specify the criteria based on available data.
Will this assign actions in 21risk?
No. This workflow queries Elasticsearch and summarizes results. It does not assign or update 21risk actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Elasticsearch. A trigger fires from one place; an action lands in another.
21risk triggers
Elasticsearch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Index Schema
View the structure and field mappings of an index.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Indices
Lists available Elasticsearch indices.
Query Index
Searches an Elasticsearch index for documents.
Ping Cluster
Pings the cluster to check its connectivity and health.
Connect any two apps with Notis in the middle.
21risk and Elasticsearch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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