Review Your 21risk Report Pipeline Weekly
See what is ready, what is moving, and what needs a decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Reports get delayed when status lives across several views and conversations.
- Clarifies report status
- Supports deadline planning
- Highlights stalled drafts
Setup
Build it in a few focused steps.
- 1Connect Outlook and 21risk in Notis once.
- 2Create an automation named Report pipeline review.
- 3Tell Notis to retrieve 21risk reports and summarize draft, published, scheduled, and stalled work.
- 4Choose a weekly schedule trigger and select a report channel.
- 5Test with the current report pipeline.
Questions about this workflow
Can it focus on upcoming deadlines?
Yes, state the deadline window in the instruction.
Does it publish reports?
No. It only reviews and summarizes report records.
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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