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Cross-check policy changes with risk categories

Make category level review easier by bringing relevant 21risk groupings into the policy change discussion.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get RiskModel Categories

Retrieves risk model categories used to group questions and compliance checks.

Why this helps

A changed policy can be hard to map to the right risk areas without searching category structures manually.

  • Retrieve risk model categories for grouping questions and checks.
  • Summarize categories that may relate to the supplied policy change.
  • Flag uncertain matches for a reviewer instead of implying a definitive mapping.

Setup

Build it in a few focused steps.

  • 1Connect Agility CMS and 21risk once in the Notis portal.
  • 2Create an automation and describe the policy cross-check and what context to include.
  • 3Choose a Notis webhook and send it when the policy change is ready for review.
  • 4Choose where Notis should send run reports.
  • 5Test with one real policy update and review the suggested category matches.

Questions about this workflow

Does this establish a compliance mapping?

No. It retrieves categories and suggests areas for human review based on the supplied context.

Can it run on a recurring schedule instead?

This workflow is designed to start from a webhook when a specific policy update is ready.

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.

TriggerScheduled

Get Compliance

Retrieves compliance data for sites, categories, and questions.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Items (BETA)

Retrieves items for analytics and reporting.

ActionInstant

Get Items Per Month

Retrieves monthly item data by question and site.

ActionInstant

Get Organizations

Lists organizations.

ActionInstant

Get Properties

Retrieves property details related to sites, including insurance information.

ActionInstant

Get Reports

Retrieves audit reports, including draft, published, and scheduled reports.

ActionInstant

Get RiskModel Categories

Retrieves risk model categories used to group questions and compliance checks.

ActionInstant

Get Risk Models

Lists risk models used for audits and compliance.

ActionInstant

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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