Start Each Compliance Review with a Ready Summary
Bring the current audit and checklist picture into a sheet before your monthly review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Preparing a review from scattered audit and checklist details takes time away from decisions and follow-up.
- Have a consistent starting point for a monthly review.
- Summarize available audit and checklist status in one place.
- Spend less time assembling details before the meeting.
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 review summary.
- 3In one instruction, ask Notis to summarize current 21risk audits and checklist status in the selected spreadsheet range.
- 4Pick a monthly schedule, choose where run reports should go, and test with one real example.
Questions about this workflow
Does the summary include audit history?
It can summarize history only when that history is returned by 21risk. If you need a specific historical period, state that in the instruction and confirm the source provides it.
Can I choose where the summary goes?
Yes. Describe the spreadsheet and destination range in your instruction, and make sure the sheet already exists.
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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