Find the learner record behind an email request
Turn emailed learner questions into a focused Coassemble user lookup, then see the findings in your usual Notis report channel.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Why this helps
Finding a learner record for a request can require leaving the inbox and repeating a manual search.
- Reduce repeated searching for learner records.
- Use a client identifier from the request when available.
- Make the returned user records easy to review in a run report.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to identify the learner and any client identifier from the email, retrieve relevant Coassemble user records, and report results or what is missing.
- 4Pick Agent mail's New Email Received trigger, then choose where run reports go.
- 5Test with one real learner lookup request.
Questions about this workflow
Does this enroll the learner in a course?
No. The listed action retrieves user records and does not enroll or change users.
Can it find a user if the email lacks enough identifying information?
Not reliably. Ask Notis to report what identifying information is missing instead of selecting a possible match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Coassemble. A trigger fires from one place; an action lands in another.
Agent mail triggers
Coassemble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Courses
Tool to retrieve all courses with optional filters and pagination. use when you need to list courses after setting identifier and client identifier, and control page size and number.
New Email Received
Trigger for new emails in an AgentMail inbox
Get Trackings
Tool to retrieve tracking objects with filters. use when you need to fetch learner progress data filtered by course id, date range, identifier, or completion status.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Connect any two apps with Notis in the middle.
Agent mail and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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