See monthly patterns in compliance items
A monthly view helps teams spot movement across questions and sites without rebuilding the same report by hand.
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 compliance facts can be difficult to interpret when teams have to gather and compare them manually.
- Retrieve monthly item facts for questions and sites.
- Summarize patterns using the policy context available in Agility CMS.
- Make clear that the returned monthly data does not establish causes or missing baselines.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and 21risk once in the Notis portal.
- 2Create an automation and describe the monthly patterns and policy context to include in the summary.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real monthly run and verify the summary against the returned facts.
Questions about this workflow
What does the monthly data represent?
The action retrieves items per month, with rows for questions, sites, and months.
Can the summary explain why a trend changed?
It can describe observed changes, but a cause or missing baseline must come from additional information.
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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