See recipient credential progress at a glance
Get a recurring Coda summary of recipient progress based on the credential data available to your connected setup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create doc
Creates a new document, optionally by copying an existing one.
Why this helps
Teams can lose time checking recipient progress one person at a time across disconnected tools.
- Review recipient progress in one shared doc.
- Bring outstanding questions forward for follow-up.
- Avoid rebuilding the same status summary by hand.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Coda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which available recipient progress details to summarize in a new Coda doc.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example of recipient data available to the automation.
Questions about this workflow
Can this calculate completion rates?
Only if the necessary cohort size and recipient status data are available or supplied.
Can the summary include a recipient's name?
Notis can include details available from the connected app or supplied in the data it receives.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Coda. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Coda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a category for pack
Adds a publishing category to a pack.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a maker for pack
Adds contributors to a Pack’s public listing.
Add a permission for pack
Grants or updates access to a pack for a user or workspace.
Add custom domain
Adds a custom domain to a published document.
Add permission
Adds a permission to a document.
Begin content export
Starts an export of page content in HTML or Markdown format.
Content export status
Checks an export’s status and retrieves its download link when ready.
Copy Document
Creates a copy of an existing document.
Connect any two apps with Notis in the middle.
Accredible certificates and Coda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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