Keep 21risk property details on a review cycle
A scheduled property check helps keep relevant insurance details visible when it is time for a review.
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 go stale in someone's working memory when review dates are easy to overlook.
- Bring returned property and COPE details into a recurring review.
- Make insurance information easier to scan at review time.
- Surface missing or unclear fields for a human to confirm.
Setup
Build it in a few focused steps.
- 1Connect AimTell and 21risk once in the Notis portal.
- 2Create an automation and name it Quarterly 21risk Property Review.
- 3Tell Notis which property details to retrieve and how to summarize available COPE and insurance information.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real example and confirm the returned property details match your review needs.
Questions about this workflow
Does this action confirm insurance coverage is current?
No. It retrieves property-related details. A person must verify that the returned information is accurate and current.
Can the workflow identify missing property details?
Yes. Ask Notis to flag missing or unclear details in the returned data, without filling them in.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to 21risk. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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