Check training readiness for prospecting responsibilities
Bring training records together with the prospecting responsibilities you provide, so managers can see where learning follow-up may help the team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Employee Training Courses
Retrieve training course records for employees.
Why this helps
Training records and changing prospecting responsibilities are often reviewed separately, making development follow-up easy to miss.
- Provides a recurring view of training records for selected employees
- Helps managers identify possible learning follow-up
- Connects role priorities with recorded training context
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Breathe HR once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to review training course records for specified employees against the prospecting role priorities you provide and summarize potential follow-up.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real employee group and confirm the role and training context.
Questions about this workflow
Can this assign new training?
No. The listed event retrieves training records; it does not create training assignments.
How are role priorities supplied?
Provide them in the automation prompt or the context used for the scheduled run.
Will it decide whether someone is qualified?
It can compare supplied expectations with returned records, but qualification decisions need confirmed criteria and a human review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Breathe HR. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Breathe HR actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Approve Leave Request
Approve a pending employee leave request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Employee
Create a new employee record.
Create Employee Change Request
Create a request to change an employee’s information.
Create Employee Expense
Record an employee expense for reimbursement or as a company-paid expense.
Create Employee Expense Claim
Group unclaimed expense records into a new reimbursement claim.
Create Employee Sickness
Create a record of an employee’s sickness absence.
Delete Employee Expense
Delete an employee expense record.
Delete Employee Training Course
Delete an employee training course record.
Connect any two apps with Notis in the middle.
Aeroleads and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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