Include Relevant Borneo Assets in Portfolio Reviews
Bring asset records into your portfolio review routine with a filtered list that is easier to scan and discuss.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Filter and sort assets list
Retrieves a filtered and sorted list of assets.
Why this helps
Portfolio check-ins can miss operational context when asset records require a separate manual search and report.
- Prepare an asset list for a defined portfolio review.
- Use supplied criteria to narrow results.
- Keep uncertain company or resource associations visible.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Borneo once in the Notis portal.
- 2Create an automation that filters and sorts Borneo assets using criteria supplied for the Affinity portfolio review.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one portfolio review and confirm the results match the intended scope.
Questions about this workflow
Can this identify assets owned by a particular portfolio company?
Only when the relevant ownership or association is available in Borneo filters or supplied context. Notis should report when it cannot establish the link.
Does this update asset records?
No. This action filters and sorts the asset list.
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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