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Review monthly compliance items with less effort

Get a regular time-based summary of monthly items without rebuilding the same query 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

Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).

Why this helps

Recurring monthly data checks take attention away from work that needs a decision or response.

  • Review monthly fact table data on a schedule.
  • Summarize question and site details when present.
  • Spend less time repeating data retrieval.

Setup

Build it in a few focused steps.

  • 1Connect 21risk once in the Notis portal.
  • 2Create an automation describing the monthly item summary, in chat or under Automations, New Automation.
  • 3Ask Notis to retrieve relevant items per month and summarize the returned question, site, and month details.
  • 4Choose a recurring schedule as the trigger and select where run reports should go.
  • 5Test with one real run and confirm the data scope is appropriate.

Questions about this workflow

Does this calculate trends or compare periods?

It retrieves monthly rows. Any trend rule or historical baseline not provided by the data must be specified or supplied separately.

Can I limit the query?

The action supports OData parameters. Describe the filter, selection, or paging you need using available fields.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Canvas triggers

21risk actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Compliance

Tool to retrieve compliance data for sites, categories, or questions. use when you need odata-based compliance data for analytics or reporting.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Items (BETA)

Tool to retrieve items (beta) from the 21risk odata api. use when you need a filtered and paged list of items for analytics and reporting. example: get items($filter="item cost gt 100", $top=50).

ActionInstant

Canvas Assignment Graded

Polls Canvas for newly graded submissions for a specific assignment.

TriggerPolling

Get Items Per Month

Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).

ActionInstant

New Canvas Assignment Submission

Polls Canvas for new submissions to a specific assignment.

TriggerPolling

Get Organizations

Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.

ActionInstant

New Canvas Discussion Message

Polls Canvas discussion topics for new messages.

TriggerPolling

Get Properties

Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.

ActionInstant

New Canvas Discussion Topic

Polls a Canvas course for new discussion topics.

TriggerPolling

Get Reports

Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.

ActionInstant

New Course Created for User

Polls Canvas for newly created courses for a specific user.

TriggerPolling

Get RiskModel Categories

Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($filter, $select, $orderby, $top, $skip, $count).

ActionInstant

New Canvas File Upload

Polls a Canvas course for new file uploads.

TriggerPolling

Get Risk Models

Tool to retrieve risk models used for audits and compliance. use when you need to list available risk models with optional odata queries.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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