Get a scheduled compliance digest
A regular digest can bring compliance data back into view without adding another manual check to your week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Compliance
Retrieves compliance data for sites, categories, and questions.
Why this helps
Compliance status can drift out of sight between policy reviews, especially when teams must remember to check it manually.
- Review compliance data on a predictable schedule.
- Use relevant policy context from Agility CMS to make the summary easier to interpret.
- Call out where the available data does not answer a question.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and 21risk once in the Notis portal.
- 2Create an automation and describe the compliance summary you want, including the relevant policy context.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real run and check that the compliance summary is useful.
Questions about this workflow
Can this workflow change compliance records?
No. It retrieves compliance data and summarizes it for review.
What schedule should I choose?
Choose the cadence that fits your review process, such as weekly or monthly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to 21risk. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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