Aggregate Compliance Audit Findings and Notify Responsible Teams

Pull overdue corrective actions and non-compliant audit findings from 21 Risk, then route notifications to the responsible site teams via Slack so issues are acted on promptly.

How the workflow runs

The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.

  1. 1

    Retrieve overdue corrective actions

    Query 21 Risk for all open corrective actions with a due date in the past, filtered by status and site.

    • 21risk:list_corrective_actions
    • 21risk:list_sites
  2. 2

    Pull recent audit non-compliance findings

    Fetch audits completed in the last reporting period and identify categories flagged as non-compliant.

    • 21risk:list_audits
  3. 3

    Identify responsible persons for each action

    Look up the assigned member for each corrective action and resolve their email to a Slack user ID.

    • 21risk:list_members
    • slack:get_user_info
  4. 4

    Send targeted Slack notifications

    Post a summary of overdue actions and non-compliant findings to the relevant site channel or directly to the responsible person's DM.

    • slack:send_message

Integrations used in this scenario

21risk

List Corrective Actions

Retrieve open and overdue corrective actions across all sites.

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21risk

List Audits

Fetch recent audit results to identify non-compliant findings.

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21risk

List Sites

Map site IDs to site names for readable notifications.

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21risk

List Members

Identify the responsible person for each corrective action.

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slack

Send Message

Send targeted notifications to site-specific Slack channels or DMs.

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slack

Get User Info

Resolve member emails to Slack user IDs for direct messages.

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Connected systems

Integration

21 Risk

Retrieve compliance, audit, and risk management data from 21RISK. Access organizations, sites, audits, risk models, corrective actions, compliance status, COPE (Construction, Occupancy, Protection, and Exposure) insurance data, and user information. Query data using OData protocol with filtering, sorting, and expansion options. Primarily a read-only API designed for data extraction, reporting, and integration with analytics tools like Power BI. Supports polling-based detection of new audits, corrective actions, and users.

View 21 Risk

Integration

Slack

Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.

View Slack

Expected outcomes

Outcome 1

Responsible site teams are notified of overdue compliance actions without manual report distribution

Metorial keeps the workflow connected, governed, and traceable across the systems involved.

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Outcome 2

Non-compliant audit findings are surfaced to the right people within hours of an audit completing

Metorial keeps the workflow connected, governed, and traceable across the systems involved.

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Outcome 3

Compliance managers have a repeatable notification workflow that requires no manual intervention

Metorial keeps the workflow connected, governed, and traceable across the systems involved.

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Outcome 4

Audit accountability improves through direct, named notifications

Metorial keeps the workflow connected, governed, and traceable across the systems involved.

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How Metorial powers this scenario

Metorial is the governed connection layer between your AI agents and the tools your company runs on. It turns workflows like aggregate compliance audit findings and notify responsible teams into something you can deploy quickly, safely, and at scale.

Fast

Ready for your entire team

Connect 1000+ verified integrations through one Magic MCP URL instead of building and maintaining bespoke connectors for each system in this workflow.

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Secure

Guardrails on every action

Protoguard inspects every message and tool call for prompt injection and policy violations before an agent touches your systems.

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Enterprise

SSO, policies, and audit trails

Agents act on real identity under company SSO, with per-user and per-group access policies and a complete, searchable record of everything that happens.

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Team ready

Reusable across your org

Package this workflow as a skill, attach the tools it needs, and let teammates run it through Portals — governed by admins, owned by the people who do the work.

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Products behind this workflow

The Metorial products that connect, govern, and observe this scenario.

Connectivity

Integrations

Start from 1000+ verified integrations or bring your own, and give every one a governed path to your agents under existing SSO and access policies.

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Connectivity

Magic MCP

A single URL your AI client connects to. Sign in with the login you already use and your agent reaches every integration and tool you allow — no per-app setup.

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Identity

Access Control

Sign in with company SSO, set policies per user and group, and let agents act on real identity across every connected system in this workflow.

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Governance

Protoguard

Metorial’s security layer reviews every message and tool request before an agent acts — catching prompt injection and blocking anything outside your policies.

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Observability

Tracing

A complete, searchable record of everything your agents, team, and machines do across these integrations, so you can trust the workflow in production.

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Governance

Portals

Let teammates connect agents to the integrations and skills your company already uses, with admins deciding who gets access to what.

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Built for your whole team

However you adopt AI, Metorial has a path for connecting it safely.

Solution

For Agents

Give the agents behind this scenario governed access to every tool and integration they need, with one connection layer instead of bespoke glue code.

Agents solution

Solution

For Enterprise

SSO, granular access control, security review, and full audit trails so this workflow meets enterprise governance and compliance requirements.

Enterprise solution

Solution

For your Workforce

Let the people who do this work connect their own AI agents to approved integrations and reusable skills — safely, without waiting on engineering.

Workforce solution

Build this workflow with your own tools

Metorial gives teams one governed layer for connecting integrations to real production work.