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Review monthly item trends with document context

See monthly item patterns alongside the evidence your team has already extracted.

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 review means collecting figures and document context separately, then reconciling them by hand.

  • Bring monthly fact data into a recurring review
  • Pair available document evidence with trend findings
  • Reduce time spent assembling status reports

Setup

Build it in a few focused steps.

  • 1Connect Airparser and 21risk once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Describe the monthly item facts to retrieve and how available parsed evidence should inform the report.
  • 4Pick a recurring Notis schedule and choose where run reports go.
  • 5Test with one real example and verify the requested period and evidence context.

Questions about this workflow

What data does this action provide?

Get Items Per Month retrieves fact table data with one row per question per site per month.

Can the schedule create missing evidence?

No. The report can only use parsed evidence supplied or available to the automation.

Can I specify the reporting window?

Describe the period and query context in the instruction, then verify it with a real example.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airparser to 21risk. A trigger fires from one place; an action lands in another.

Airparser 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.

Airparser and 21risk, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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