Keep investor-facing learning progress visible
A monthly check gives you a calm view of relevant market developments and the training your team has completed.
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
Investor-facing learning can be difficult to track when market research becomes the urgent daily priority.
- Makes team learning progress visible on a monthly cadence.
- Pairs progress with market context useful for planning discussions.
- Helps founders spot unfinished learning before a key review.
Setup
Build it in a few focused steps.
- 1Connect Finviz and Coassemble to Notis once through the portal.
- 2Create a monthly automation named Monthly investor learning progress review.
- 3Prompt Notis to summarize relevant Finviz market or insider context and retrieve related Coassemble tracking in one instruction.
- 4Choose a monthly cron schedule and a channel for run reports.
- 5Test with one real month of context and confirm the summary supports your planning.
Questions about this workflow
Does this workflow advise on investor communications?
No. It summarizes market context and course progress for operational planning.
Can I narrow the training scope?
Yes. Specify the course topic or learner group in the 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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