See portfolio training progress in one report
Get a scheduled progress pulse that uses your Affinity portfolio context and Coassemble tracking records to summarize what is moving and what may need follow-up.
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
Training status is hard to keep in view when portfolio context and learner progress live in separate tools.
- Summarize available tracking data for portfolio training.
- Spot incomplete or stale progress records in the returned data.
- Keep follow-up context alongside the relevant Affinity organizations.
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 Affinity portfolio context to consider, retrieve Coassemble trackings, and summarize progress or records needing follow-up.
- 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 the report determine why a learner is behind?
Only if that reason is present in connected data or supplied in the prompt. The tracking action retrieves tracking objects and does not establish causes.
Can the automation change learner progress?
No. The listed Coassemble action retrieves tracking data and does not update it.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Coassemble.