Reconcile client references in training documents
Bring client references in training documents together with Coassemble client records. Notis prepares a review list and makes uncertain matches clear.
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
Client names and references can vary across documents and learning systems, making routine reconciliation a time-consuming search.
- Collect extracted client references and retrieved client records in one report.
- Highlight likely matches while keeping uncertain cases visible.
- Reduce repetitive searching across documents and client lists.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to extract client references from the relevant Affinda documents, retrieve Coassemble clients, and summarize likely matches and unresolved cases.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real document set and verify the match report.
Questions about this workflow
Does this update client records?
No. The available Coassemble action retrieves clients. This workflow produces a reconciliation report for review.
What happens when a document lacks a client identifier?
The report should mark the missing detail and avoid claiming a confirmed match based on information that is not present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Coassemble. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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