Keep recipient reviews from becoming a scramble
Schedule a recipient export and bring the returned list into a report channel ready for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Export recipients list with filter
Exports a filtered list of recipients.
Why this helps
Recipient lists can be hard to review consistently when every report starts with manual filtering.
- Makes recipient review a recurring habit.
- Supports flexible filters and export formats.
- Reduces manual report setup.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Borneo once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to export recipients matching your stated review criteria and summarize the returned data.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the run report.
Questions about this workflow
Can I filter the recipient export?
Yes. The action supports flexible filtering and multiple export formats.
Does this add recipients to Borneo?
No. It exports a list of existing recipients for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Borneo. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Borneo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access scan iteration by id
Retrieves the status, results, and details of a scan iteration.
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.
Archive discovered recipient
Archives a discovered recipient and their information.
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Creates a dashboard user account with assigned access.
Create department with translations
Creates a department with translated information.
Create domain with polling frequency
Creates a domain with an automatic polling frequency.
Connect any two apps with Notis in the middle.
ActiveTrail and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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