Bring market context and learner progress into one morning check
Review the market and your team's training progress in one calm daily summary, without bouncing between dashboards.
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
Switching between market screens and training reports makes it easy to miss a learner who needs a nudge.
- Combines the day's Finviz movers with current course tracking data.
- Surfaces incomplete training for a quick, intentional review.
- Keeps the morning check contained in one run report.
Setup
Build it in a few focused steps.
- 1Connect Finviz and Coassemble to Notis once through the portal.
- 2In Automations, choose New Automation and name it Market-open learning pulse.
- 3Write one prompt asking Notis to review current Finviz market movers and Coassemble tracking progress, then summarize relevant context and incomplete learning.
- 4Choose a daily Notis cron trigger and a channel for run reports.
- 5Test the automation with one real market-mover example and review the summary.
Questions about this workflow
Does this workflow create or assign training?
No. It retrieves Coassemble tracking data and gives you a summary to review; the listed Coassemble action does not change learner records.
Can I run it before my workday starts?
Yes. Choose a daily schedule that fits your routine and the available trigger options.
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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