Run a monthly client record review
Keep organisation records visible with a simple monthly review that runs on schedule.
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 context becomes stale when record reviews depend on someone remembering to start them.
- Create a predictable client review rhythm
- Browse paginated records sequentially
- Highlight records for human confirmation
Setup
Build it in a few focused steps.
- 1Connect Coassemble in Notis once.
- 2Create an automation for the monthly client record review.
- 3Describe which client fields, identifiers, or exceptions Notis should summarize.
- 4Choose a Notis cron trigger, monthly schedule, and report channel.
- 5Run one test review with current client data.
Questions about this workflow
Can the review be narrowed to a subset?
Yes. Provide the relevant identifiers or filters in the automation instruction.
Does it change any client records?
No. It retrieves client records and returns a report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Coassemble. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
Connect any two apps with Notis in the middle.
Mailchimp and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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