Make recipient reviews easier to start
Prepare a filtered recipient export on a cadence that fits your team's vendor and privacy reviews.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Export recipients list with filter
Exports a filtered list of recipients.
Why this helps
Recipient reviews often begin with the same manual export work, leaving less time for the actual decisions.
- Create a repeatable starting point for recipient reviews.
- Use the export format and filters the review requires.
- Reduce the time spent preparing routine review materials.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Borneo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for recurring recipient exports.
- 3Tell Notis to export Borneo recipients using the review filters, format, and language you specify.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real export request and verify the file scope and format.
Questions about this workflow
Can I choose an export format?
The Borneo action supports CSV, PDF, and DOC exports. Specify the format and filters in your instruction.
Does this approve recipients?
No. It exports recipient records for review. Approval and any record changes remain a separate decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Borneo. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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