See which prospect accounts may need training follow-up
Get a concise view of incomplete course tracking alongside relevant Aeroleads contacts, ready for your review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Trackings
Retrieves learner progress and completion records for a course.
Why this helps
Checking training progress and then searching separately for the right people to contact creates extra work and makes follow-up easy to miss.
- Review course tracking on a predictable schedule.
- Use Aeroleads to find relevant business contacts for organisations you specify.
- Receive a focused summary for manual review before outreach.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis to retrieve Coassemble tracking data for the courses and period you care about, then use Aeroleads to identify relevant contacts at specified organisations.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the report is useful.
Questions about this workflow
Does this workflow send prospect outreach?
No. The available Coassemble action retrieves tracking data. Notis can prepare a report with Aeroleads contacts for you to review.
Can I limit the tracking report to specific courses or dates?
You can describe the course or date range in your instruction where supported by the tracking data and action. Notis cannot infer a baseline that the apps do not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Coassemble. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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