21risk
List Sites
Retrieve the list of sites to identify the target location for the audit summary.
Compliance managers at business services firms spend hours extracting audit findings from 21Risk and formatting them for client reports. This workflow retrieves audit data, corrective actions, and compliance status for a site, then compiles a structured summary ready for client review.
The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.
List available 21Risk sites and select the relevant site for the reporting period.
List completed audits for the site filtered by the relevant date range to scope the report.
Get the complete checklist responses and compliance status for each audit in the period.
List open and recently resolved corrective actions for the site to include remediation status in the report.
Retrieve the overall compliance posture data and combine it with audit and corrective action details into a structured summary.
Save the compiled audit summary document to the designated client folder in SharePoint for review and distribution.
21risk
Retrieve the list of sites to identify the target location for the audit summary.
21risk
Retrieve completed audits for the selected site within the reporting period.
21risk
Fetch full audit details including checklist responses and compliance status for each audit.
21risk
Retrieve open and completed corrective actions associated with the site's audits.
21risk
Pull overall compliance posture data to include a high-level summary in the report.
microsoft-sharepoint
Upload the compiled audit summary document to the client's SharePoint folder.
Integration
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.
Integration
Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.
Outcome 1
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 2
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 3
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Metorial is the governed connection layer between your AI agents and the tools your company runs on. It turns workflows like generate client-ready audit summaries from 21risk data into something you can deploy quickly, safely, and at scale.
Fast
Connect 1000+ verified integrations through one Magic MCP URL instead of building and maintaining bespoke connectors for each system in this workflow.
Secure
Protoguard inspects every message and tool call for prompt injection and policy violations before an agent touches your systems.
Enterprise
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.
Team ready
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.
The Metorial products that connect, govern, and observe this scenario.
Connectivity
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.
Connectivity
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.
Identity
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.
Governance
Metorial’s security layer reviews every message and tool request before an agent acts — catching prompt injection and blocking anything outside your policies.
Observability
A complete, searchable record of everything your agents, team, and machines do across these integrations, so you can trust the workflow in production.
Governance
Let teammates connect agents to the integrations and skills your company already uses, with admins deciding who gets access to what.
However you adopt AI, Metorial has a path for connecting it safely.
Solution
Give the agents behind this scenario governed access to every tool and integration they need, with one connection layer instead of bespoke glue code.
Solution
SSO, granular access control, security review, and full audit trails so this workflow meets enterprise governance and compliance requirements.
Solution
Let the people who do this work connect their own AI agents to approved integrations and reusable skills — safely, without waiting on engineering.