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Bring privacy dashboard reporting into your review rhythm

Get the report you need with a short summary of the details that matter to agency operations.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Fetch dashboard report by id

Retrieves an existing dashboard report.

Why this helps

Dashboard reporting gets postponed when teams must remember where to find it and what to look for.

  • Fetch a selected dashboard report on a schedule.
  • Summarize details relevant to available agency context.
  • Keep possible follow-ups visible in run reports.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Borneo once in Notis.
  • 2Create an automation in the portal or by telling Notis what you want.
  • 3In one instruction, ask Notis to fetch the specified Borneo dashboard report and summarize relevant findings against available AgencyZoom context.
  • 4Choose a recurring schedule and a channel for run reports.
  • 5Test with one real example and verify the summary against the dashboard report.

Questions about this workflow

Does this create a new dashboard report?

No. It fetches a specific report by ID. Use the report identifier supplied in context or your instruction.

Can it explain changes over time?

Only when historical or comparison data is available in the report or supplied context.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Borneo. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Borneo actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Access scan iteration by id

Retrieves the status, results, and details of a scan iteration.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add discovered recipients

Adds previously discovered recipients to the confirmed recipient list.

ActionInstant

Archive discovered recipient

Archives a discovered recipient and their information.

ActionInstant

Delete data breach by id

Irreversibly deletes a data breach evaluation record.

ActionInstant

Create and schedule cloud resource scan

Creates and schedules a scan of cloud resources.

ActionInstant

Create dashboard user

Creates a dashboard user account with assigned access.

ActionInstant

Create department with translations

Creates a department with translated information.

ActionInstant

Create domain with polling frequency

Creates a domain with an automatic polling frequency.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Borneo, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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