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See monthly risk item patterns in a regular review

Get the latest monthly item facts in a concise scheduled review, with campaign context included when supplied.

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 patterns are hard to spot when data retrieval and campaign research happen in separate sessions.

  • Put monthly item facts into a repeatable review.
  • Highlight changes visible in the returned monthly data.
  • Keep Adyntel context explicit when it is provided.

Setup

Build it in a few focused steps.

  • 1Connect Adyntel and 21risk once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis which 21risk monthly item data to retrieve and how to summarize trends, noting that Adyntel context must be supplied when relevant.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real run and confirm the requested time period and available data.

Questions about this workflow

Can the workflow identify ad-driven causes of a monthly change?

Not from monthly item facts alone. Provide Adyntel research or another supported source as context, and treat any relationship as unconfirmed unless the data establishes it.

What can be included in the monthly query?

The action supports OData parameters for filtering, selecting, and paging monthly item facts. Define the relevant scope in the instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adyntel to 21risk. A trigger fires from one place; an action lands in another.

Adyntel triggers

21risk actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Compliance

Retrieves compliance data for sites, categories, and questions.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Items (BETA)

Retrieves items for analytics and reporting.

ActionInstant

Get Items Per Month

Retrieves monthly item data by question and site.

ActionInstant

Get Organizations

Lists organizations.

ActionInstant

Get Properties

Retrieves property details related to sites, including insurance information.

ActionInstant

Get Reports

Retrieves audit reports, including draft, published, and scheduled reports.

ActionInstant

Get RiskModel Categories

Retrieves risk model categories used to group questions and compliance checks.

ActionInstant

Get Risk Models

Lists risk models used for audits and compliance.

ActionInstant

Connect any two apps with Notis in the middle.

Adyntel and 21risk, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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