Make client directory reviews a routine
Choose a schedule for client directory check-ins. Notis retrieves the records and gives you a concise summary in your selected report channel.
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
Periodic organization reviews get missed when directory browsing depends on memory and manual follow-through.
- Build a repeatable rhythm for client directory reviews.
- Get a concise view of records without opening each page manually.
- Keep the review report in a channel you already use.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Coassemble once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe the client records and pagination scope for the check-in in one instruction.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client directory request.
Questions about this workflow
Does the workflow identify newly added clients?
The action retrieves a paginated client list but does not promise history or change detection. A comparison requires suitable prior data or a baseline you provide.
Can I choose where the report is delivered?
Yes. Choose the report channel when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Coassemble. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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