Start Each Quarter with a Fresh Review Sheet
Give each quarterly compliance review its own spreadsheet snapshot of the current source data.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a Google Sheet
Creates a new google spreadsheet in google drive using the provided title.
Why this helps
Reusing an old review sheet can blur what changed between quarters.
- Keep each quarter's review in a separate spreadsheet.
- Make the current audit and checklist picture easier to share.
- Avoid overwriting a prior period's review artifact.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Google Sheets once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the quarterly review sheet flow.
- 3Ask Notis to create a new spreadsheet with a quarterly title and populate it with the current 21risk audit and checklist summary.
- 4Pick a quarterly schedule, choose where run reports should go, and test with one real example.
Questions about this workflow
Will this include a historical comparison?
Only if 21risk provides prior period data or you have supplied a historical baseline. Otherwise, the sheet is a current snapshot.
Can I use a title that includes the quarter?
Yes. Include the desired title format in your instruction and ask Notis to use the scheduled period.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Google Sheets. A trigger fires from one place; an action lands in another.
21risk triggers
Google Sheets actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
Connect any two apps with Notis in the middle.
21risk and Google Sheets, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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