Generate a Borneo Dashboard Report When Diligence Calls
Turn a defined diligence request into a report task, with the review context and export criteria kept together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Download dashboard report
Generates and downloads a dashboard report on privacy, data discovery, or data flows.
Why this helps
When diligence questions arrive, dashboard reporting can become a separate manual task that gets lost among follow-ups.
- Turn a report request into an actionable workflow.
- Keep supported export criteria attached to the request.
- Send run outcomes to a place you already review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Borneo once in the Notis portal.
- 2Create an automation that generates a Borneo dashboard report using supported criteria in the Affinity diligence request.
- 3Pick a webhook trigger and choose where run reports should go.
- 4Test with one real request and confirm the resulting report matches the intended review.
Questions about this workflow
Can the action create any report type?
Use only report types and criteria supported by the Borneo action. If the request lacks required criteria, Notis should report what is missing.
Does the workflow send the report to investors?
No. Choose a Notis run report channel for internal workflow reporting; investor delivery is not specified by this action.
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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