Fetch Borneo dashboard reports on a project review schedule
Bring a known dashboard report into recurring reviews without searching for it manually each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Fetch dashboard report by id
Retrieves an existing dashboard report.
Why this helps
Reviewers can spend time locating the same report instead of acting on what it shows.
- Fetches a specific existing dashboard report
- Keeps recurring review preparation predictable
- Uses the report identifier supplied in project context
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 report identifier should be fetched for the project review.
- 4Pick a Notis schedule and choose where run reports should go.
- 5Test with one real report identifier and check the returned report.
Questions about this workflow
Does this create a new report?
No. It retrieves a specific dashboard report that already exists.
Can it search for a report by project name?
The action fetches by report identifier. Provide that identifier in the available context.
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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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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