Identify a possible training audience from deal context
When a deal raises a training need, send its context to Notis and get a Coassemble user list to review for a potential audience.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Users
Lists users in your account.
Why this helps
A team may identify a training need during deal work but still have to start audience research from scratch.
- Start audience research from a deal context request.
- Retrieve Coassemble users for consideration.
- Give the team a concise list to verify before taking action.
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 to use the deal context supplied with the webhook, retrieve Coassemble users, and summarize a possible audience with any missing context.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real example and refine the prompt if needed.
Questions about this workflow
Does this add people to a course?
No. The listed action retrieves users only, so the output is an audience review for a person to act on.
Can Notis identify the right audience without deal context?
No. The webhook request or prompt needs to supply enough context to make a useful comparison.
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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