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Find the right Coassemble users when onboarding starts

A single onboarding keyword can trigger a ready-to-review learner roster.

Trigger

Keyword Detected in Document

Triggers when a specific keyword or phrase first appears in a Google Doc. This trigger monitors a Google Doc and fires once when the specified keyword is detected. After the keyword is found, the trigger will not fire again until reset.

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

New onboarding work often starts in a document while the learner roster remains somewhere else.

  • Start roster checks from the document where work begins
  • Reduce duplicate searching
  • Give coordinators a current user list

Setup

Build it in a few focused steps.

  • 1Connect Google Docs and Coassemble in Notis once.
  • 2Create an automation named Onboarding roster check.
  • 3Tell Notis to retrieve Coassemble users and explain which records appear relevant to the onboarding note.
  • 4Pick Keyword Detected in Document as the trigger and choose a report channel.
  • 5Test with a document where the configured onboarding phrase appears.

Questions about this workflow

Will it enroll anyone automatically?

No. This workflow only retrieves users and reports the relevant records.

Can the keyword be a phrase?

Yes. The trigger supports a specific keyword or phrase.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Docs to Coassemble. A trigger fires from one place; an action lands in another.

Google Docs triggers

Coassemble actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Clients

Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Document Created

Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.

TriggerPolling

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.

ActionInstant

Document Deleted

Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.

TriggerPolling

Get Users

Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.

ActionInstant

Document Placeholder Filled

Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.

TriggerPolling

Document Search Update

Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.

TriggerPolling

Document Structure Changed

Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed

TriggerPolling

Document Updated

Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

TriggerPolling

Connect any two apps with Notis in the middle.

Google Docs and Coassemble, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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