Turn monthly 21risk item data into a review-ready summary
Get monthly item data by question and site into a regular review, with a concise summary ready before planning the next campaign.
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
Monthly data checks can become a scramble when figures are scattered across sites and questions and campaign planning is already underway.
- Review monthly rows organized by question and site.
- Make recurring campaign planning easier with a scheduled data summary.
- Spot patterns in the returned period without assuming unavailable history.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and 21risk once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that Notis should retrieve monthly item data by site and question and summarize the returned period for campaign planning.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example and check the summarized period and results.
Questions about this workflow
What does the monthly action return?
It retrieves fact table data with one row per question per site per month, using OData parameters.
Can this prove a month-over-month change?
Only if the retrieved data includes the needed periods. Any missing baseline must be supplied or reported as unavailable.
Does the workflow create a campaign from the summary?
No. The supported 21risk action retrieves data; campaign creation and sending are not available actions here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to 21risk. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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