Bring the right recipients into a data sharing review
Run a filtered recipient check on a schedule and send the results to the place your team tracks privacy follow-up.
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
A review loses momentum when the recipient list has to be rebuilt from scratch each time.
- Retrieve recipients matching defined criteria.
- Make recurring review preparation more consistent.
- Send a run report to your chosen channel.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Borneo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Borneo recipients matching the filters for your data sharing review.
- 4Choose notis_cron as the trigger, set a schedule, and select where run reports should go.
- 5Test with one real example and confirm the filter criteria return the expected recipients.
Questions about this workflow
Does this export the recipients?
No. It filters and lists recipients. Use the separate export action if you need an export file.
Can it tell whether a recipient is connected to Agility CMS?
Only if that relationship is represented in Borneo and included in the criteria you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Borneo. A trigger fires from one place; an action lands in another.
Agility cms triggers
Borneo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access scan iteration by id
Retrieves the status, results, and details of a scan iteration.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add discovered recipients
Adds previously discovered recipients to the confirmed recipient list.
Archive discovered recipient
Archives a discovered recipient and their information.
Delete data breach by id
Irreversibly deletes a data breach evaluation record.
Create and schedule cloud resource scan
Creates and schedules a scan of cloud resources.
Create dashboard user
Creates a dashboard user account with assigned access.
Create department with translations
Creates a department with translated information.
Create domain with polling frequency
Creates a domain with an automatic polling frequency.
Connect any two apps with Notis in the middle.
Agility cms and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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