Prepare recurring monthly summaries of site items
Receive a focused monthly data summary for a known site and reporting window.
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 summaries can become a last-minute chore when a site, period, and query must be reconstructed each time.
- Repeat a monthly data review on a chosen cadence.
- Keep the reporting period explicit in the instruction.
- Summarize returned rows without implying an unsupported baseline.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and 21risk once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Ask Notis to check the known site address and retrieve monthly item data for the specified period, identifying any missing dates.
- 4Pick the recurring schedule trigger and choose where run reports go.
- 5Test with a real site and a defined reporting window.
Questions about this workflow
Can the schedule infer which month to report?
Include the intended period in the instruction or ask Notis to use the current reporting month when appropriate.
Does a monthly summary establish a trend?
It can summarize returned months. A trend comparison requires enough historical data or a supplied baseline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to 21risk. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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