Review the people behind your market monitoring
A current roster gives your planning check a clear view of who may need relevant learning or support.
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
Founders can lose time rebuilding a list of people involved in a market monitoring process.
- Retrieves a current list of Coassemble users for planning.
- Connects the roster review to current Finviz monitoring themes.
- Makes audience checks easier to repeat across planning cycles.
Setup
Build it in a few focused steps.
- 1Connect Finviz and Coassemble to Notis once through the portal.
- 2Create an automation called Market monitoring team roster check.
- 3In one prompt, ask Notis to summarize your chosen Finviz themes and retrieve the relevant Coassemble user roster.
- 4Choose a monthly cron trigger and your preferred run-report channel.
- 5Test with one real market theme and confirm the roster is scoped correctly.
Questions about this workflow
Can the action filter users by client?
Yes. Get Users supports an optional client identifier, which you can describe in your prompt.
Does it add users to a course?
No. It retrieves user records only.
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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