Prepare a client training follow-up list
Gather client records and campaign context into one review so account follow-up is easier to prioritize.
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
Account follow-up gets harder when client records and email campaign context have to be checked in separate places.
- Browse client records in a scheduled review
- Combine account context with campaign information you provide
- Highlight records that need a human follow-up decision
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to retrieve Coassemble client records and compare them with the account or campaign context you provide, reporting possible training follow-ups and any missing match data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and review the account list.
Questions about this workflow
Does this workflow contact clients?
No. Get Clients retrieves records. The workflow prepares a report for your review.
What if client records cannot be matched to ActiveTrail context?
The instruction should have Notis flag unmatched records and identify the missing matching information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Coassemble. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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