Prepare recurring Borneo recipient reviews
Get a regular view of the recipient records your team needs to check, with the filter criteria stated in the automation instruction.
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 are easy to postpone when someone has to remember to assemble the list first.
- Prompt a regular review of recipient records
- Reduce time spent assembling a review list
- Keep the query criteria and returned results together in a report
Setup
Build it in a few focused steps.
- 1Connect Borneo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, tell Notis which recipient criteria to query and how to summarize the returned list for review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real query and confirm the returned list matches the intended review.
Questions about this workflow
Does this workflow change recipient records?
No. It retrieves and filters recipient records for review; it does not update them.
Who defines the recipient criteria?
Specify the criteria in your instruction using fields and values that are available in your Borneo setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Borneo. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Borneo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Borneo.