21risk
List Corrective Actions
Retrieve corrective actions with cost estimates and due dates.
Retrieve open corrective actions and their cost estimates from 21 Risk, then create or update corresponding records in an Airtable finance tracking base so the finance team can monitor compliance remediation spend alongside budget.
The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.
Query 21 Risk for all open corrective actions including their estimated remediation costs, due dates, responsible persons, and associated sites.
Retrieve overall compliance status to understand which cost items are associated with high-severity non-compliance findings.
List current corrective action records in the Airtable finance tracking base to determine which are new and which need updating.
Create new records for newly discovered actions and update existing records with revised cost estimates, status changes, and due dates.
Post a comment on each updated Airtable record noting the sync date and source data version for finance audit purposes.
21risk
Retrieve corrective actions with cost estimates and due dates.
21risk
Map site IDs to readable names for the finance records.
21risk
Retrieve overall compliance status to include in cost context.
airtable
Check existing corrective action records in the finance tracking table.
airtable
Create or update records with latest cost estimates and status.
airtable
Add a sync note to updated records for audit trail purposes.
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
Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.
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.
Outcome 4
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 track corrective action costs from 21 risk and update finance records in airtable 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.