Review property insurance details on schedule
Have the property details returned by 21risk summarized into a short review for your regular check-in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Properties
Retrieves property details related to sites, including insurance information.
Why this helps
Property and insurance details can be easy to overlook when they sit outside your regular founder workflows.
- Bring returned property and cope information into a regular review.
- Summarize insurance details included in the results.
- Spend less time scanning property records.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and 21risk once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to retrieve properties and summarize the insurance and cope information returned.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test the automation with one real example and confirm the details are present in the results.
Questions about this workflow
Will this tell me whether a property is adequately insured?
It can summarize insurance details returned by 21risk. Any assessment requiring criteria or information not provided must be supplied by you.
Can I include only selected properties?
Describe the property criteria you want. The summary is limited to properties and fields returned by 21risk.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to 21risk. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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