Make quarterly training audience reviews easier
A scheduled roster review gives you a clear starting point for deciding who should be considered for market-related learning.
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
Quarterly planning often involves rebuilding the learner audience from scratch across disconnected tools.
- Creates a predictable checkpoint for audience planning.
- Retrieves Coassemble users for a defined client or group.
- Connects the review to current market themes without manual context gathering.
Setup
Build it in a few focused steps.
- 1Connect Finviz and Coassemble to Notis once through the portal.
- 2Create a quarterly automation named Quarterly market training audience review.
- 3In one prompt, ask Notis to summarize market themes and retrieve the Coassemble users relevant to your planned learning audience.
- 4Choose a quarterly cron trigger and your preferred report channel.
- 5Test with one real market theme and verify that the roster is appropriately scoped.
Questions about this workflow
Can the roster be filtered by client?
The Get Users action supports an optional client identifier; describe the client context in your prompt.
Does this assign training?
No. It helps prepare an audience review but does not enroll users.
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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