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Prepare a progress brief for an escalation

Give managers the learning context they need before deciding what to do next.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Trackings

Tool to retrieve tracking objects with filters. use when you need to fetch learner progress data filtered by course id, date range, identifier, or completion status.

Why this helps

Escalations become slower when progress data must be gathered and interpreted manually.

  • Speed up escalation review
  • Focus on relevant tracking data
  • Reduce repeated status requests

Setup

Build it in a few focused steps.

  • 1Connect 7shifts and Coassemble in Notis once.
  • 2Create an automation for escalation progress briefs.
  • 3Tell Notis to retrieve Coassemble trackings using the incoming escalation context and summarize relevant learner status.
  • 4Choose the webhook trigger and report channel.
  • 5Test with one real escalation.

Questions about this workflow

What should the escalation include?

Include a learner, course, identifier, or date range when available.

Can it recommend disciplinary action?

It can summarize evidence and open questions, but decisions remain with your team.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 7shifts to Coassemble. A trigger fires from one place; an action lands in another.

7shifts triggers

Coassemble actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Clients

Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Courses

Tool to retrieve all courses with optional filters and pagination. use when you need to list courses after setting identifier and client identifier, and control page size and number.

ActionInstant

Get Trackings

Tool to retrieve tracking objects with filters. use when you need to fetch learner progress data filtered by course id, date range, identifier, or completion status.

ActionInstant

Get Users

Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.

ActionInstant

Connect any two apps with Notis in the middle.

7shifts and Coassemble, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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