Keep recipient reviews moving with scheduled exports
Create a recurring, filtered recipient export so review work has a predictable starting point and fewer manual steps.
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
Recipient reviews can slip when someone must remember to build the same report by hand each time.
- Make recurring recipient review easier to start
- Use consistent filters supplied by your team
- Turn export output into clear 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 recipient filters and export format to use, then ask Notis to summarize the exported list for Agile CRM review.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real filtered export and confirm the format and summary suit the review.
Questions about this workflow
Can this export be used for any purpose?
Use it for a defined review purpose and provide the filters and format in the instruction. Notis should not select or broaden criteria on its own.
Does the workflow alter Borneo recipient records?
No. The selected action exports a filtered recipient list and does not change those records.
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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Adds previously discovered recipients to the confirmed recipient list.
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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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