Make client record reviews a predictable routine
A recurring review can help keep organisation records from becoming an afterthought. Ask Notis to retrieve the Coassemble client list on a schedule and summarize it for your next account review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Why this helps
Client records can go stale when reviewing them depends on remembering to open another system.
- Put client record review on a recurring schedule.
- Get a paginated client list summarized in a run report.
- Make account follow-up easier to plan.
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, ask Notis to retrieve the Coassemble client list and summarize the records for review.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real run and review the report.
Questions about this workflow
Does the workflow update client records?
No. The available action retrieves paginated client records and can support a summary for review.
Can it process the entire client list?
The action is paginated. The instruction can ask Notis to process records sequentially, subject to the data returned and available pagination.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Coassemble. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Connect any two apps with Notis in the middle.
Google Drive and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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