Make employee record review routine
Set the review cadence once and bring a filtered employee list to your report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Filter employee list
Retrieves a filtered list of employees.
Why this helps
Employee data reviews can fall behind when follow-up depends on memory and manual searches.
- Keeps a regular employee record review on the calendar.
- Returns records matching criteria you state in the instruction.
Setup
Build it in a few focused steps.
- 1Connect Borneo in the Notis portal and Aeroleads if it provides relevant context for the review.
- 2Create an automation in Automations, New Automation.
- 3Describe which employee records to filter and provide any criteria that Notis cannot access from context.
- 4Choose a recurring schedule and a destination for run reports.
- 5Test with a real example and verify the result scope.
Questions about this workflow
Does the workflow change employee records?
No. It filters and retrieves employee records for review.
Can Aeroleads provide employee data for this action?
The action operates on Borneo employee records. Aeroleads context is optional and only useful if it supplies relevant review criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Borneo. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Add discovered recipients
Adds previously discovered recipients to the confirmed recipient list.
Archive discovered recipient
Archives a discovered recipient and their information.
Delete data breach by id
Irreversibly deletes a data breach evaluation record.
Create and schedule cloud resource scan
Creates and schedules a scan of cloud resources.
Create dashboard user
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.
Aeroleads and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Borneo.