Add a learning check to every research brief
A market research brief can prompt an immediate review of the learning behind the topic, helping your next discussion start with context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Research summaries can circulate without anyone checking whether the people involved have completed relevant training.
- Adds training context to an existing research delivery process.
- Makes progress review repeatable when briefs arrive.
- Keeps the result ready for a human follow-up decision.
Setup
Build it in a few focused steps.
- 1Connect Finviz and Coassemble to Notis once through the portal.
- 2Create a webhook-triggered automation named Research brief learning check.
- 3Write one plain-language instruction asking Notis to use the forwarded Finviz brief to retrieve related Coassemble tracking and summarize any gaps.
- 4Choose a reporting channel and configure your research backend to send the brief to the webhook.
- 5Test with one real brief and inspect the progress recap.
Questions about this workflow
Who sends the webhook?
Your research tool or custom backend must forward the Finviz brief to Notis.
Does the check guarantee every relevant learner is found?
It uses the tracking records and criteria available to Notis; review the result for completeness before acting.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Finviz to Coassemble. A trigger fires from one place; an action lands in another.
Finviz 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.
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.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Connect any two apps with Notis in the middle.
Finviz and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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