Review monthly compliance context after a follow-up
When you send the follow-up, gather the monthly item data that helps you understand the background.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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, $select, maxpagesizeinmb).
Why this helps
A follow-up can prompt a separate hunt for history, leaving you to reconstruct context later.
- Pair a sent follow-up with relevant monthly item data.
- Reduce manual history gathering after sending an update.
- Make missing site or question details visible in the run report.
Setup
Build it in a few focused steps.
- 1Connect Gmail and 21risk once in the Notis portal.
- 2Create an automation in Notis by naming it and describing the outcome in one instruction.
- 3Tell Notis to use the sent message context to retrieve relevant 21risk monthly item data and summarize the available history.
- 4Choose the Email Sent trigger and select where run reports should go.
- 5Test by sending one real compliance follow-up with enough context to identify the relevant records.
Questions about this workflow
Does this action retrieve a full audit history?
It retrieves monthly item data, with one row per question per site per month. It does not imply that every kind of audit history is available.
Can it infer missing months or baselines?
No. It can summarize returned data, but any missing history or baseline must be supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to 21risk. A trigger fires from one place; an action lands in another.
Gmail triggers
21risk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Compliance
Tool to retrieve compliance data for sites, categories, or questions. use when you need odata-based compliance data for analytics or reporting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Items (BETA)
Tool to retrieve items (beta) from the 21risk odata api. use when you need a filtered and paged list of items for analytics and reporting. example: get items($filter="item cost gt 100", $top=50).
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Get Items Per Month
Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Get Organizations
Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.
Get Properties
Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
Get RiskModel Categories
Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($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.
Gmail and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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