Put recipient reviews on a regular schedule
Bring a filtered recipients list into a recurring review so the check does not depend on remembering to open Borneo.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Filter recipients list
Retrieves a filtered list of recipients.
Why this helps
Recipient reviews can slip when they rely on someone remembering to revisit a list in another system.
- Retrieves recipients matching supplied criteria.
- Creates a repeatable review prompt.
- Summarizes the returned list in a run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Borneo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which recipient criteria to use for the Borneo list review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real set of criteria and review the returned list.
Questions about this workflow
Does this modify recipient records?
No. This action filters and retrieves a recipients list.
Can the workflow identify outdated recipients by itself?
Only if your criteria or the returned data support that conclusion. Provide the rules you want Notis to apply.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Borneo. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Borneo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Adds previously discovered recipients to the confirmed recipient list.
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Connect any two apps with Notis in the middle.
ActiveMerge and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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