Prepare scheduled Borneo resource exports for project reviews
Have a filtered resource export ready for a review using the scope your project context provides.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Export filtered leaf resources
Exports a filtered list of leaf resources.
Why this helps
Review preparation takes longer when teams manually assemble resource lists from privacy tools.
- Prepares a resource export on a chosen schedule
- Uses stated filters and scope
- Reduces manual review preparation
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 scope and filters should be used for a Borneo leaf resource export.
- 4Pick a Notis schedule and choose where run reports should go.
- 5Test with one project review scope and verify the exported resource list.
Questions about this workflow
Does this discover new resources by itself?
This action exports leaf resources according to supplied filters. It does not start a new scan.
What if the filters are not in Agiled context?
Supply them in the automation request or prompt. Notis should report missing scope instead of assuming it.
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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