Keep investor training completion visible
Receive a scheduled summary of available Coassemble completion records for the investor groups or opportunities you identify through Affinity.
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
Teams can lose track of whether planned training was completed when follow-up details sit outside the deal record.
- Review completion information returned by Coassemble.
- Highlight records that may need a follow-up check.
- Keep the review tied to investor context described in the prompt.
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 and completion criteria to consider, retrieve Coassemble trackings, and summarize completion records or gaps.
- 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
Can it confirm that all invited investors completed training?
Only if the tracking data and supplied context identify the relevant people and completion criteria. Otherwise the report should state what is missing.
Does this workflow change completion status?
No. It retrieves tracking objects and reports on the returned information.
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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