Keep watchlist-related learning from slipping
Make it easier to notice unfinished learning while reviewing companies already on your Finviz watchlist.
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
Training can remain unfinished when a watchlist review focuses attention only on market data.
- Pairs a familiar watchlist routine with training follow-through.
- Surfaces relevant incomplete progress in the same review.
- Helps you decide on a small, specific next follow-up.
Setup
Build it in a few focused steps.
- 1Connect Finviz and Coassemble to Notis once through the portal.
- 2Create an automation called Watchlist learning reminder in Automations -> New Automation.
- 3Write one prompt describing the watchlist context to review and the related Coassemble tracking to retrieve.
- 4Choose a recurring cron trigger and a channel for run reports.
- 5Test with one real watchlist company and check the progress summary.
Questions about this workflow
Can this reminder set a due date in Coassemble?
No. The listed action only retrieves tracking information.
How can I keep the review focused?
Name the watchlist, training 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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