See monthly compliance data by site
Get a site-by-site snapshot of monthly item records ready for your regular review.
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
A site-by-site monthly review takes time when data has to be collected and compared manually.
- Review monthly records grouped by site.
- Spot patterns worth discussing.
- Reduce time preparing the monthly review.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Affinda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve items-per-month data and summarize records by site, without claiming changes unless prior data is available.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real reporting period and review the snapshot.
Questions about this workflow
Can the snapshot compare against last month?
Only if the relevant prior month records are returned or available to the automation.
Will it identify the cause of a site pattern?
No. It can describe patterns in records, but causes require supporting information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to 21risk. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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