Get a recurring view of training progress
A short scheduled summary helps you spot learner progress that deserves attention without reopening several reports.
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
Progress reviews slip when they depend on remembering to open the right reports and connect them to agency work.
- Creates a predictable progress review
- Highlights completion details from tracking data
- Reduces the effort of assembling a status update
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 which Agencyzoom context and Coassemble tracking data to review and what progress summary to report.
- 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 compare progress to a past baseline?
Only if that baseline is supplied by you or included in the available data. The listed action retrieves tracking objects; it does not establish historical baselines.
Can I choose a date range?
Get Trackings supports date range filters. Include the review period in your prompt.
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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