See training statuses that need follow-up
A focused exceptions report helps you decide which learner progress items deserve attention first.
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
Incomplete or unusual training statuses can disappear in a long list of individual tracking records.
- Focuses the report on statuses needing attention
- Uses completion status filters where available
- Makes learner follow-up more actionable
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to retrieve relevant tracking data and summarize incomplete or exceptional statuses against Agencyzoom context.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Run a test with one real example and review the result.
Questions about this workflow
Can it determine why someone did not complete training?
Only if the retrieved tracking data or supplied context explains the reason. Otherwise, it can report the status as needing review.
Can it filter by completion status?
Yes. Get Trackings supports a completion status filter.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Coassemble. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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