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Scan new Coda pages for risk categories

Give every new page a useful compliance lens before work branches out.

Trigger

New Coda Page Trigger

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

Action

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).

Why this helps

Important risk themes are easy to miss when new pages multiply across a workspace.

  • Spot relevant compliance themes early
  • Reduce inconsistent categorization
  • Give teams a shared review starting point

Setup

Build it in a few focused steps.

  • 1Connect Coda and 21risk once in Notis.
  • 2Create an automation that reviews each new page and suggests relevant 21risk categories.
  • 3Select New Coda Page as the trigger.
  • 4Set the report destination and test with one representative page.

Questions about this workflow

Does this edit the Coda page?

No. It returns a categorized report so you can decide what to do next.

Can it suggest more than one category?

Yes. It can list multiple relevant categories when the page covers several risk themes.

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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