Keep portfolio company training records in view
Get a scheduled report that compares the organizations you care about in Affinity with Coassemble client records, so missing training setup is easier to catch.
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
Portfolio companies and customer organizations can be spread across systems, making it easy to miss which ones still need training coordination.
- Spot organizations that may be missing from Coassemble.
- Review client records without switching between apps.
- Keep a repeatable portfolio training review in one report.
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 review the relevant Affinity organizations, retrieve Coassemble clients, and report possible matches or missing records.
- 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 this create Coassemble client records?
No. The available Coassemble action retrieves client records. The automation reports findings for follow-up.
Can I decide which Affinity organizations to include?
Yes. Describe the relevant organizations in the prompt, using the information available through your Affinity connection.
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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