Review monthly risk item patterns alongside affiliate work
Make monthly item data easier to scan by turning the fact table into a concise recurring summary.
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 item facts are difficult to interpret quickly when reviews are assembled by hand.
- Retrieves monthly facts organized by question and site
- Supports concise recurring summaries of returned data
- Reduces the manual effort of assembling a monthly review
Setup
Build it in a few focused steps.
- 1Connect Adtraction and 21risk once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to retrieve monthly item data and summarize notable patterns by site and question.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the summary reflects the returned monthly data.
Questions about this workflow
What data does the monthly action return?
It retrieves fact table data with one row per question, site, and month, using supported OData parameters.
Can it explain changes versus a baseline?
Not unless the returned data includes the comparison period or you provide a baseline in the prompt or source data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to 21risk. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction 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.