See who has completed training after a policy is signed
A signed policy can start a focused progress check. Notis retrieves the matching Coassemble tracking data and puts the completion picture in a run report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Trackings
Retrieves learner progress and completion records for a course.
Why this helps
After collecting signatures, founders still have to switch tools and check whether the team completed the related training.
- Review completion status from the same follow-up prompt
- Spot incomplete learners without opening another dashboard
- Keep a record of the check in a Notis run report
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Coassemble once in the Notis portal.
- 2Create an automation named Policy signing progress check.
- 3In one instruction, ask Notis to use the webhook context to identify the relevant Coassemble course and summarize its tracking results; provide the course identifier if the webhook lacks it.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real policy-signing webhook and confirm the reported course and progress.
Questions about this workflow
Does this automation enroll learners?
No. The available Coassemble action retrieves tracking data, so this workflow reports progress but does not enroll anyone.
What if the webhook does not identify a course?
Provide the course identifier in your instruction or the webhook context so Notis can request the intended tracking data.
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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