Create Compliance Snapshots From New Outlook Messages
See the compliance context behind every important request.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Get Compliance
Tool to retrieve compliance data for sites, categories, or questions. use when you need odata-based compliance data for analytics or reporting.
Why this helps
Important emails often require compliance research before you can respond confidently.
- Provides current compliance context
- Speeds up email triage
- Keeps evidence close to the request
Setup
Build it in a few focused steps.
- 1Connect Outlook and 21risk in Notis once.
- 2Create an automation named Compliance snapshot from email.
- 3Tell Notis to identify the compliance topic in each new message and retrieve matching 21risk data.
- 4Pick New Outlook Message as the trigger and choose where reports go.
- 5Test with one message that contains a real compliance question.
Questions about this workflow
Will Notis send a reply?
No. This workflow retrieves compliance data and reports findings for your review.
What if the email lacks enough detail?
The report states what information is missing so you can provide it.
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.
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", $top=50).
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Get Items Per Month
Tool to retrieve fact table data for itemspermonth, one row per question per site per month. use when querying monthly item data with odata parameters ($filter, $top, $skip, $select, maxpagesizeinmb).
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Organizations
Tool to retrieve organizations from the 21risk odata api. use when you need to list, filter, or paginate organizations via odata parameters after authentication is confirmed.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Properties
Tool to fetch a list of properties related to sites, including cope information and other relevant data. use when you need property insurance details via odata api after authentication.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get Reports
Tool to retrieve audit reports, including draft, published, and scheduled reports. use when you need a paginated list of reports with optional odata filtering.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Get RiskModel Categories
Tool to retrieve risk model categories for grouping questions and compliance checks. use when you need to filter, select, or paginate risk model categories via odata parameters ($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.
Outlook 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.