Create a Borneo recipient export from a project request
Get the recipient report the project review needs, using the filter supplied with the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Export recipients list with filter
Exports a filtered list of recipients.
Why this helps
Teams lose time rebuilding recipient reports when review requests arrive with a deadline.
- Generates a downloadable recipient list
- Uses explicit filtering and export preferences
- Reduces back-and-forth before a review
Setup
Build it in a few focused steps.
- 1Connect Agiled and Borneo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe how the supplied recipient filters, format, and language should be used for the Borneo export.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real request and verify the exported list.
Questions about this workflow
Can it export every recipient?
The request should provide the intended filter. Avoid broad exports unless the request explicitly asks for them.
Which formats are available?
Use a format supported by the Borneo export action and provide the preference in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Borneo. A trigger fires from one place; an action lands in another.
Agiled 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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Connect any two apps with Notis in the middle.
Agiled and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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