Match new Coda docs to 21risk risk models
Turn a new planning document into a clear shortlist of audit models.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
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.
Why this helps
New documents often contain audit context that gets lost before anyone chooses a risk model.
- Reduce manual model hunting
- Start audits with better context
- Keep planning work connected to compliance
Setup
Build it in a few focused steps.
- 1Connect Coda and 21risk in the Notis portal.
- 2Create an automation and describe that each new Coda document should be matched to relevant risk models.
- 3Pick New Coda Document as the trigger.
- 4Choose a report channel, then test with one real document.
Questions about this workflow
Can Notis choose a model for me?
It can recommend matching models from the available 21risk data, while you make the final choice.
What if the document lacks enough context?
The report identifies missing context and explains why a reliable match cannot be made.
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.
Get Compliance
Tool to retrieve compliance data for sites, categories, or questions. use when you need odata-based compliance data for analytics or reporting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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", $top=50).
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Get Items Per Month
Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).
New Coda Document Trigger
Triggers when a new Coda document is created.
Get Organizations
Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Get Properties
Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
Get RiskModel Categories
Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($filter, $select, $orderby, $top, $skip, $count).
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.
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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No card. Works with personal or business 21risk.