Make monthly client record review easier to finish
Notis gathers the Coassemble client records you request and turns the paginated results into a readable review for your chosen report channel.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Lists client organisations in your account.
Why this helps
A recurring client record check is easy to postpone when it means navigating pages of records by hand.
- Review paginated records in a single report
- Keep a recurring admin check visible
- Use a consistent summary format each month
Setup
Build it in a few focused steps.
- 1Connect Coassemble once in the Notis portal.
- 2Create an automation named Monthly client records review.
- 3In one instruction, ask Notis to retrieve the client list sequentially across the page size and number you specify, then summarize records for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real page of client records and check the summary.
Questions about this workflow
Does this automatically update client records?
No. The available action retrieves client records; any changes require a separate supported action.
Can it process multiple pages?
The action provides pagination. Specify the page size and pages to retrieve, and ask Notis to process results sequentially.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Coassemble. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Coassemble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Clients
Lists client organisations in your account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Courses
Lists courses in your account.
Get Trackings
Retrieves learner progress and completion records for a course.
Get Users
Lists users in your account.
Connect any two apps with Notis in the middle.
ActiveMerge and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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