Find useful course references for insider activity reviews
A recurring reference check helps teams find existing learning before they spend time searching for it again.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Useful background courses are easy to overlook when an insider activity review is already demanding attention.
- Surfaces existing courses that could inform a team discussion.
- Keeps the recurring research step short and consistent.
- Makes course discovery part of an established market review.
Setup
Build it in a few focused steps.
- 1Connect Finviz and Coassemble to Notis once through the portal.
- 2Create a scheduled automation titled Insider trading course reference check.
- 3Ask Notis in one prompt to summarize your selected Finviz insider activity context and retrieve potentially relevant Coassemble courses.
- 4Choose a cron schedule and a channel for run reports.
- 5Test with one real insider activity item and review the course relevance.
Questions about this workflow
Does the workflow interpret insider trades as recommendations?
No. It provides market context and course references for your team's own review.
Can it search every available course?
The action retrieves courses with available filters and pagination; the prompt should describe the topic and scope.
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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