Find Recipient Record Gaps Across Affinity and Borneo
A scheduled check can surface investor or firm relationships that may need privacy review, so you do not have to remember to reconcile two systems manually.
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 drift from relationship data as firms and contacts change, making periodic manual checks easy to postpone.
- Spot likely recipient records that need attention.
- Keep uncertain matches visible for human review.
- Reduce the mental load of remembering periodic reconciliation.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Borneo once in the Notis portal.
- 2Create an automation that compares relevant Affinity relationships with Borneo's filtered recipient list and reports likely gaps.
- 3Pick a recurring schedule and choose where run reports should go.
- 4Test with one real relationship and review the suggested matches.
Questions about this workflow
Does this automatically create missing recipients?
This workflow is for surfacing possible gaps. Tell Notis to report uncertain matches for review; create records only when the recipient relationship and required details are confirmed.
How should Notis match a contact to a recipient?
Describe the identifying details available in your Affinity and Borneo records, such as name and organization. Notis should flag ambiguous matches instead of treating them as certain.
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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