Keep investor education options easy to find
Pair the investor context you track in Affinity with a scheduled Coassemble course review, then receive a short list of options to consider for outreach or support.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Courses
Lists courses in your account.
Why this helps
Useful education resources can be difficult to recall when investor outreach and course catalogs are handled in separate workflows.
- Create a consistent course discovery report for investor support.
- Use investor context already available through Affinity.
- Reduce repeated searches through the course catalog.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which investor context to consider, retrieve Coassemble courses, and summarize options that may fit.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and refine the prompt if needed.
Questions about this workflow
Does the workflow know each investor's learning needs automatically?
Only if those needs are available through Affinity or supplied in the prompt. Notis should identify missing context rather than assume it.
Can it send course recommendations to investors?
No. This workflow retrieves courses and reports options; it does not send outreach.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Coassemble. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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