Review learner records on a recurring schedule
Turn a periodic user list review into a concise report that is easier to scan and act on.
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
User records can go unchecked when access reviews rely on someone remembering to open the training platform.
- Review user records on a recurring schedule
- Summarize returned users by the available client filter
- Spot records that merit a human check
Setup
Build it in a few focused steps.
- 1Connect 2chat and Coassemble once in the Notis portal.
- 2Create a new automation and name it for learner access reviews.
- 3Tell Notis which client identifier to use, if relevant, and how to summarize the returned Coassemble users.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real user list review.
Questions about this workflow
Does this determine whether access should be removed?
No. It retrieves user records for review and does not make access changes.
Can it filter to a client?
The Get Users action supports an optional client identifier. Include the relevant identifier in the prompt when needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Coassemble. A trigger fires from one place; an action lands in another.
2chat triggers
Coassemble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Connect any two apps with Notis in the middle.
2chat 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.