Review your client directory in one digest
Get a scheduled digest of selected Coassemble clients with relevant public organization details alongside them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Lists client organisations in your account.
Why this helps
Client directory checks are easy to postpone when each record requires opening internal and public sources separately.
- Bring selected client records into a single review digest.
- Add public context from specified organization pages.
- Make details needing attention easier to scan.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Coassemble once in Notis.
- 2Create an automation and describe the client directory digest.
- 3Tell Notis which client records and public pages to include.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client set and review the digest.
Questions about this workflow
Can it review every client record?
Get Clients supports pagination. State the relevant scope in your instruction and ensure the retrieval covers the records you intend to review.
Will it edit the directory?
No. The available action retrieves client records and the automation prepares a digest.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Coassemble. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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