Keep recipient reviews from slipping
Put a recipient review on your calendar and receive a filtered list without a manual search.
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 records can go stale when nobody owns the next review date.
- Creates a repeatable review cadence for recipient records.
- Uses explicit filters to keep the returned list relevant.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Borneo once in the Notis portal if prospect context is part of your review.
- 2Create an automation in Automations, New Automation.
- 3Describe which recipient records to filter and why, supplying criteria not already available to Notis.
- 4Choose a recurring schedule and where run reports should go.
- 5Test a run and verify the filtered list before relying on the cadence.
Questions about this workflow
Does this add recipients to Borneo?
No. It filters and lists recipients for review. Adding discovered recipients is a separate action and requires the relevant recipient ids.
Can the schedule define filters by itself?
No. State the criteria in the automation instruction; Notis does not provide a separate filter-building step.
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
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