Keep property insurance details easy to review
Bring selected property and insurance information into a short recurring review for your next risk check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Properties
Retrieves property details related to sites, including insurance information.
Why this helps
Property insurance details can be difficult to review consistently when they are buried among records for many locations.
- Retrieve property details relevant to selected sites.
- Surface available insurance information for review.
- Use Abstract to make returned property data easier to scan.
Setup
Build it in a few focused steps.
- 1Connect Abstract and 21risk once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve the relevant 21risk property details and summarize the insurance information present in the results.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with a real property query for a site you recognize.
Questions about this workflow
Will this determine whether a property is adequately insured?
It can summarize the insurance details returned by 21risk, but any adequacy judgment requires criteria supplied by you.
What if insurance details are missing?
The summary should say that the returned data does not include those details rather than infer them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to 21risk. A trigger fires from one place; an action lands in another.
Abstract triggers
21risk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Compliance
Retrieves compliance data for sites, categories, and questions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Items (BETA)
Retrieves items for analytics and reporting.
Get Items Per Month
Retrieves monthly item data by question and site.
Get Organizations
Lists organizations.
Get Properties
Retrieves property details related to sites, including insurance information.
Get Reports
Retrieves audit reports, including draft, published, and scheduled reports.
Get RiskModel Categories
Retrieves risk model categories used to group questions and compliance checks.
Get Risk Models
Lists risk models used for audits and compliance.
Connect any two apps with Notis in the middle.
Abstract and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business 21risk.