Make monthly 21risk item trends easier to review
Get the monthly fact data ready before your review, with a clear summary of the site and question patterns you ask Notis to inspect.
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, $select, maxpagesizeinmb).
Why this helps
Monthly analysis can stall when the data has to be fetched and shaped from scratch each time.
- Prepare monthly data for recurring review.
- Focus analysis on the sites, questions, or periods you specify.
- Reduce repetitive data retrieval and manual summary work.
Setup
Build it in a few focused steps.
- 1Connect 21risk once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for monthly item trends.
- 3Tell Notis which monthly item data to retrieve using your filters, selected fields, and paging needs, then describe the trend summary you want.
- 4Pick a recurring monthly schedule and choose where run reports should go.
- 5Test with one run and check that the time range and returned rows are suitable.
Questions about this workflow
Will it calculate a trend without multiple months of data?
No. A trend needs data from the relevant months. Specify a date range or provide the history needed for your comparison.
Can I narrow the results to certain sites or questions?
Yes. Include the filter criteria and fields you want in your instruction; the action supports OData parameters.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to 21risk. A trigger fires from one place; an action lands in another.
Google Drive triggers
21risk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Compliance
Tool to retrieve compliance data for sites, categories, or questions. use when you need odata-based compliance data for analytics or reporting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Items (BETA)
Tool to retrieve items (beta) from the 21risk odata api. use when you need a filtered and paged list of items for analytics and reporting. example: get items($filter="item cost gt 100", $top=50).
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Get Items Per Month
Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).
File Created
Triggers when a new file is created in Google Drive.
Get Organizations
Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Get Properties
Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Get RiskModel Categories
Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($filter, $select, $orderby, $top, $skip, $count).
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
Google Drive and 21risk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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