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Make audit ownership changes easier to hand off

Give the new owner a concise handoff with the context and next steps already available.

Trigger

Webhook received

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

Action

Create email draft

Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.

Why this helps

A change in ownership can lose context and leave the next person unsure what to do.

  • Summarizes available audit context for the new owner.
  • Highlights known open actions and next steps.
  • Keeps the handoff as a reviewable draft.

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Gmail once in the Notis portal.
  • 2Create an automation in Automations > New Automation and give it a name.
  • 3Tell Notis: when a webhook supplies an audit owner change and new owner email, draft a handoff with available audit context, open actions, and next steps.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real owner change and inspect the new owner's handoff.

Questions about this workflow

Can it contact the previous owner too?

The instruction can include a supplied recipient for them, but this workflow is set up to draft to the new owner.

What if there are no open actions?

The draft can say none were returned, provided the action data was checked.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

21risk triggers

Gmail actions

Recurring trigger

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

TriggerScheduled

Modify email labels

Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).

ActionInstant

Webhook trigger

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

TriggerInstant

Create email draft

Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.

ActionInstant

Create label

Creates a new label with a unique name in the specified user's gmail account.

ActionInstant

Delete Draft

Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.

ActionInstant

Delete message

Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.

ActionInstant

Fetch emails

Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.

ActionInstant

Fetch message by message ID

Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.

ActionInstant

Fetch Message by Thread ID

Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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