Keep insider activity and team learning in view
A scheduled digest helps you consider market activity and training progress without leaving either check to memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Recurring checks are easy to postpone when they are not attached to a consistent routine.
- Creates a dependable moment to review insider activity and training status.
- Shows incomplete course tracking alongside the topic under review.
- Reduces the need to remember a separate progress-report check.
Setup
Build it in a few focused steps.
- 1Connect Finviz and Coassemble to Notis once through the portal.
- 2Create an automation named Insider activity learning check in the portal, or ask Notis in plain language.
- 3Prompt Notis to summarize the relevant Finviz insider activity context and retrieve Coassemble tracking for related training.
- 4Select a recurring cron schedule and a channel for run reports.
- 5Test with one real insider activity item and verify the report is clear.
Questions about this workflow
Is the report investment advice?
No. It summarizes the configured Finviz context and Coassemble progress for operational review.
Can I choose how often it runs?
Yes. Pick a recurring schedule that suits your review cadence.
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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