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Notis

Prepare 21risk Site Briefs For New Calendar Events

Walk into site conversations with the facts already gathered.

Trigger

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

Action

Get Sites

Tool to retrieve sites (locations) from the 21risk odata api. use when you need to list, filter, or page sites with odata query parameters after authentication is confirmed.

Why this helps

Site discussions require searching locations and details at the last minute.

  • Prepares site context automatically
  • Reduces last minute research
  • Keeps meeting notes focused

Setup

Build it in a few focused steps.

  • 1Connect Outlook and 21risk in Notis once.
  • 2Create an automation named Site brief for calendar events.
  • 3Tell Notis to identify the site relevant to each new event and retrieve matching 21risk site data.
  • 4Select New Calendar Event as the trigger and choose a report channel.
  • 5Test with one event that names a site or location.

Questions about this workflow

What if the event has no site name?

The report explains that a site could not be identified and lists needed context.

Does it update site records?

No. It retrieves site information for preparation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Outlook 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

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

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

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

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 Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

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

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

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

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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