Prepare recipient lists for recurring project reviews
Bring the right recipient records into a review without rebuilding the filter by hand each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Filter recipients list
Retrieves a filtered list of recipients.
Why this helps
Recipient reviews lose time when teams repeatedly search and collect the same records.
- Retrieves a filtered set of recipients
- Makes periodic review preparation repeatable
- Uses explicit review criteria
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 which supplied project criteria should be used to filter Borneo recipients.
- 4Pick a Notis schedule and choose where run reports should go.
- 5Test with one review criterion set and inspect the returned recipient list.
Questions about this workflow
Does this export the list?
No. It filters and lists recipients. Use a separate export action when a downloadable file is needed.
Can it choose review criteria automatically?
Only when those criteria are supplied in the project context or automation prompt.
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
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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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