Start each review with a current activity pack
Give recurring privacy reviews a ready starting point with an export of the processing activities your team has chosen to examine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Export processing activities list
Exports a filtered list of data processing activities.
Why this helps
Regular reviews lose momentum when teams must rebuild their activity lists before they can begin.
- Create a repeatable review starting point
- Reduce repetitive report preparation
- Highlight returned activities for follow-up
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 Borneo processing activity filters, export format, and summary needed for the review pack.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real export and confirm the pack matches the intended review scope.
Questions about this workflow
Should Notis decide which processing activities need review?
No. Specify the filters or review scope in the instruction. Notis can summarize the returned export but should not create an unsupported scope.
Can this workflow create or edit activities?
No. It exports existing activities and prepares a digest.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Archive discovered recipient
Archives a discovered recipient and their information.
Delete data breach by id
Irreversibly deletes a data breach evaluation record.
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Creates and schedules a scan of cloud resources.
Create dashboard user
Creates a dashboard user account with assigned access.
Create department with translations
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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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