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Review reports after a Coda document is deleted

Keep audit history visible when source planning documents are removed.

Trigger

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

Action

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.

Why this helps

Document cleanup can accidentally separate teams from reports they still need to reference.

  • Protect report visibility
  • Create a clear cleanup trail
  • Reduce accidental context loss

Setup

Build it in a few focused steps.

  • 1Connect Coda and 21risk in Notis.
  • 2Create an automation asking for related 21risk reports whenever a document is deleted.
  • 3Select Coda Document Deleted as the trigger.
  • 4Choose a report channel and test with a controlled deletion.

Questions about this workflow

Can it find published and draft reports?

Yes. The report lookup can include available draft, published, and scheduled reports.

Does it restore the deleted document?

No. It only helps identify related audit history for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Coda 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

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

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 Coda Document Trigger

Triggers when a new Coda document is created.

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 Coda Page Trigger

Triggers when a new page is added to a Coda document.

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

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

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

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

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.

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

When this happens · Trigger

Do this · Action

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