Close the day with a clear learning recap
Review the market activity and any relevant incomplete training in one end-of-day note, then leave the follow-up for tomorrow's plan.
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
Open training follow-ups can linger in your head when the workday ends without a clear recap.
- Creates a predictable end-of-day closure routine.
- Highlights incomplete relevant tracking for tomorrow's follow-up.
- Keeps market and training context together in one report.
Setup
Build it in a few focused steps.
- 1Connect Finviz and Coassemble to Notis once through the portal.
- 2Create an automation named Post-market learning completion recap.
- 3In one prompt, ask Notis to summarize the day's relevant Finviz activity and retrieve related Coassemble completion tracking.
- 4Choose an end-of-day cron schedule and a run-report channel.
- 5Test with one real market day and review the recap for clarity.
Questions about this workflow
Will this notify learners about incomplete training?
No. It reports tracking data to your selected channel for you to review.
Can I change the schedule?
Yes. Configure the recurring time to match your end-of-day routine.
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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