Skip to content
Notis

Reconcile staff and learner rosters

Keep training visibility aligned with the people currently working in your operation.

Trigger

Recurring schedule

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

Action

Get Users

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

Why this helps

Roster drift makes it hard to know whether every active staff member is represented in learning records.

  • Spot roster mismatches
  • Reduce stale learner records
  • Support cleaner onboarding reviews

Setup

Build it in a few focused steps.

  • 1Connect 7shifts and Coassemble in Notis once.
  • 2Create an automation for monthly roster reconciliation.
  • 3Tell Notis to retrieve Coassemble users and compare them with the 7shifts staff roster context you provide.
  • 4Choose a recurring schedule and report channel.
  • 5Test with one real roster pair.

Questions about this workflow

Can it remove inactive users?

No. It flags discrepancies for review.

What if names differ between systems?

Provide identifiers or naming rules so Notis can interpret the comparison.

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coassemble.