Make monthly 21risk item data easier to scan
Turn returned monthly item rows into a concise review that helps your team notice what deserves attention.
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 item data is hard to use when it takes repeated manual queries and spreadsheet review to see the relevant details.
- Bring monthly fact table rows into a recurring review.
- Summarize returned data in plain language.
- Reduce repeated manual querying for reports.
Setup
Build it in a few focused steps.
- 1Connect Agiled and 21risk once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Describe the outcome in one instruction: retrieve relevant 21risk items per month and summarize the returned rows for reporting.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the returned monthly rows support the summary.
Questions about this workflow
Can Notis calculate trends across months?
It can analyze returned monthly data, but the action returns rows by question, site, and month. Specify the comparison you need and verify sufficient periods are returned.
Does the workflow update 21risk records?
No. This action retrieves monthly item fact table data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to 21risk. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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