Prepare a focused brief on risk model categories
Turn category and compliance records into a short brief for the next risk review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get RiskModel Categories
Retrieves risk model categories used to group questions and compliance checks.
Why this helps
Category-level review can become a repetitive search through records before the team can discuss what matters.
- Give reviewers a category-level overview.
- Call attention to records needing discussion.
- State clearly when supporting data is absent.
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 risk model categories and relevant compliance data, then prepare a brief with supporting records and missing context.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real run and review the brief.
Questions about this workflow
Does the brief assign risk ratings?
It summarizes returned categories and compliance data. It should not invent ratings or criteria absent from the source records.
Can I use this before a review meeting?
Yes. Schedule it before the meeting and choose a report destination the attendees can access.
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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