Bring an Existing Borneo Report into a Deal Review
Pull the report you need into the review context and keep the next step clear, without hunting through dashboards during a meeting.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Fetch dashboard report by id
Retrieves an existing dashboard report.
Why this helps
A relevant privacy dashboard report may exist, but finding and interpreting it can add unnecessary work before a deal review.
- Retrieve a report using its known identifier.
- Summarize relevant details in the requested review context.
- Make report lookup easier to trigger from an incoming request.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Borneo once in the Notis portal.
- 2Create an automation that retrieves a specified Borneo dashboard report and summarizes it for the Affinity review context.
- 3Pick a webhook trigger and choose where run reports should go.
- 4Test with one real dashboard report id.
Questions about this workflow
Can the workflow search for a report by deal name?
The selected action fetches a report by id. Supply a report id or have Notis report that the identifier is missing.
Will it generate a new dashboard report?
No. This action fetches an existing dashboard report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Borneo. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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