Make employee record reviews easier to start
Use a defined employee query on a recurring schedule, with a summary that makes the next review step clear.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Filter employee list
Retrieves a filtered list of employees.
Why this helps
Employee record checks can be delayed when teams must rebuild the same filtered list by hand.
- Make routine record checks more consistent
- Reduce time spent preparing review lists
- Focus follow-up on returned records
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Borneo once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Describe the employee filters for the review and how Notis should summarize matching Borneo records, using only criteria your team supplies.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real filtered search and confirm results are limited to matching records.
Questions about this workflow
What employee data should be included?
Define the minimum fields and filters needed for your review in the instruction. The workflow should only report information returned by Borneo.
Does the workflow onboard or edit employees?
No. It filters and summarizes employee records for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Borneo. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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