Review client records alongside parsed details
Get a regular, concise view of Coassemble client records that relate to your parsed documents or emails, with unresolved details called out.
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
Organisation details scattered across parsed documents and client records can be easy to overlook when reviews depend on manual browsing.
- Review client records without repeatedly browsing pages by hand.
- Bring relevant parsed organisation details into the report when available.
- Identify records that need a closer look or more information.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Coassemble once in the Notis portal.
- 2Create an automation in Automations, or tell Notis what outcome you want from any channel.
- 3Ask Notis in one instruction to review Coassemble client records and compare them with available Airparser details, reporting relevant matches and unresolved items.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real client record and review the report before relying on the cadence.
Questions about this workflow
Can the workflow update a client record?
No. The available Get Clients action retrieves paginated records; it does not edit them.
Does Airparser start this scheduled automation?
No. Airparser has no trigger events in this setup. Notis runs the workflow on a schedule and can analyze parsed details made available to it.
What if there are many client records?
The action supports pagination so Notis can browse records sequentially and summarize relevant results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Coassemble. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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