Review course progress on a schedule
A recurring progress check keeps training status visible without relying on someone to remember a manual lookup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Progress reviews slip when they depend on remembering to open Coassemble and check tracking records.
- Keep progress reviews on a predictable cadence.
- Summarize tracking details available for the selected course and date range.
- Surface completion information in your chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Coassemble once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, specify the course and date range to review, and ask Notis to retrieve available tracking data and summarize progress and completion details.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real example using a course and date range you can review.
Questions about this workflow
Can this compare progress with a previous period?
Only if the needed prior data is available to the automation. Otherwise, provide a baseline or ask for a summary of the returned tracking data only.
Does it set completion targets or change tracking records?
No. The available action retrieves tracking data; it does not set targets or update records.
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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