Keep audit report follow-up moving from your inbox
When an audit email arrives, get the relevant 21risk reports reviewed and the next step made clear.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
Why this helps
Audit updates can get buried among other email, leaving founders to remember which report needs review.
- Surface relevant draft, published, or scheduled reports when a new email arrives.
- Summarize matching report details for quicker review.
- Reduce inbox switching during audit follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and 21risk once in the Notis portal.
- 2Create an automation and give it a name and prompt.
- 3Describe how to find reports relevant to each new email and summarize them.
- 4Choose the New Email Received trigger and a channel for run reports.
- 5Test with one real audit email and review the result.
Questions about this workflow
Does this publish or change an audit report?
No. The selected 21risk action retrieves reports for review. It does not publish or edit them.
What if an email does not identify a report?
The automation can say that it found no clear match and summarize the email without guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to 21risk. A trigger fires from one place; an action lands in another.
Agent mail triggers
21risk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Compliance
Tool to retrieve compliance data for sites, categories, or questions. use when you need odata-based compliance data for analytics or reporting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Items (BETA)
Tool to retrieve items (beta) from the 21risk odata api. use when you need a filtered and paged list of items for analytics and reporting. example: get items($filter="item cost gt 100", $top=50).
New Email Received
Trigger for new emails in an AgentMail inbox
Get Items Per Month
Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).
Get Organizations
Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.
Get Properties
Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
Get RiskModel Categories
Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($filter, $select, $orderby, $top, $skip, $count).
Get Risk Models
Tool to retrieve risk models used for audits and compliance. use when you need to list available risk models with optional odata queries.
Connect any two apps with Notis in the middle.
Agent mail and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business 21risk.