Get the quarterly activity export ready
Have the agreed activity export ready at review time, with a short summary of the returned records for your next steps.
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
Quarterly review work often starts late because someone must first reconstruct the right activity report.
- Start quarterly review with a prepared export
- Reduce repeated report setup
- Make returned activities easier to triage
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 processing activity filters and export format for the quarterly review and how Notis should summarize the returned list.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real export and check it matches the defined review scope.
Questions about this workflow
Can the schedule be quarterly?
Choose the recurring schedule that matches your review calendar in Notis and state the intended cadence in the automation.
Does the export certify compliance?
No. It provides activity data for review. Any conclusion requires defined criteria and sufficient evidence.
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
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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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