Have recipient review materials ready on time
Get a focused recipient report ready for your regular agency privacy review without rebuilding the export each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Export recipients list with filter
Exports a filtered list of recipients.
Why this helps
Preparing recipient lists manually adds friction to recurring client data reviews.
- Generate a filtered recipient export on a schedule.
- Make recurring review materials easier to find.
- Use consistent filters expressed in the automation instruction.
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 export the Borneo recipient list using the review filters and format you specify, with AgencyZoom context included when relevant.
- 4Choose a recurring schedule and a channel for run reports.
- 5Test with one real example and confirm the export contains the intended recipients.
Questions about this workflow
Can it select filters automatically?
Only use filters specified in your instruction or present in available context. Provide the scope and desired export format.
Does this update recipient records?
No. It generates an export for review.
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.
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.
Agencyzoom and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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