Run a weekly learner roster audit
Keep your learner roster visible and easier to review without a recurring manual search.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Roster quality problems persist when user records are checked only during urgent requests.
- Create a dependable roster review
- Process user pages sequentially
- Surface records needing human attention
Setup
Build it in a few focused steps.
- 1Connect Coassemble in Notis once.
- 2Create an automation for the weekly learner roster audit.
- 3Tell Notis which clients or user details to review and how to summarize exceptions.
- 4Pick a Notis cron trigger, weekly schedule, and report destination.
- 5Run one test audit with current users.
Questions about this workflow
Can it review only one organisation?
Yes. Ask Notis to filter by the relevant clientidentifier when available.
Will it delete or update users?
No. The allowed action retrieves users for analysis and reporting.
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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