Turn monthly item records into a readable brief
Get a focused summary of monthly item data without paging through records yourself.
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
Large monthly data tables take time to inspect and make recurring patterns harder to spot.
- Makes monthly records quicker to review
- Highlights patterns present in returned data
- Keeps recurring analysis in a chosen channel
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and 21risk in the Notis portal once.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve monthly item data and summarize notable patterns in the results.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real monthly data example.
Questions about this workflow
Can it compare with prior months?
Yes, if the retrieved data includes those months. Notis cannot infer missing historical records.
Does it update monthly item records?
No. It retrieves the monthly data and summarizes it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to 21risk. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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