Focus learner follow-up around current market themes
Get a roster view shaped by the topics your team is watching, so deciding who needs a follow-up takes less searching.
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
Finding the right learners across client and course lists adds friction to a simple follow-up decision.
- Retrieves a current learner roster for review.
- Uses Finviz context to focus the summary on a defined topic or group.
- Makes it easier to identify who may need a human check-in.
Setup
Build it in a few focused steps.
- 1Connect Finviz and Coassemble to Notis once through the portal.
- 2Create a portal automation called Market theme learner roster, or describe it to Notis conversationally.
- 3Give Notis one plain-language instruction to summarize a Finviz theme and retrieve the relevant Coassemble users for a follow-up review.
- 4Choose a weekly cron trigger and your run-report channel.
- 5Test with one real market theme and confirm the roster criteria make sense.
Questions about this workflow
Can this workflow send learners messages?
No. It retrieves a user list for your review; messaging and enrollment are not available actions here.
Can the user list be limited to a client?
The Coassemble Get Users action supports an optional client identifier; describe the intended audience in your prompt.
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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