Review monthly 21risk item trends without rebuilding the report
Bring monthly item data into a repeatable review that helps you spot where follow-up may be needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Items Per Month
Retrieves monthly item data by question and site.
Why this helps
Comparing monthly item data across sites and questions can make routine oversight feel like a fresh analysis project every time.
- Summarize monthly facts by site and question.
- Make recurring reviews easier to scan and discuss.
- Use returned data as the basis for follow-up decisions.
Setup
Build it in a few focused steps.
- 1Connect 21risk in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the monthly item review you want in one instruction.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the report.
Questions about this workflow
What does Get Items Per Month return?
It retrieves fact table data with one row per question per site per month.
Does the workflow know which changes are unusual?
Not by itself. Ask Notis to summarize the returned data; provide any thresholds or baselines you want it to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to 21risk. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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