Keep screening-related learning follow-up moving
See the screening themes you care about next to learner progress, then choose one clear follow-up for the week.
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
Screening outputs can generate more topics than a founder has time to track through to learning completion.
- Turns a weekly screen review into a manageable progress check.
- Highlights incomplete training connected to selected screening themes.
- Supports choosing one specific follow-up rather than keeping a mental list.
Setup
Build it in a few focused steps.
- 1Connect Finviz and Coassemble to Notis once through the portal.
- 2Create a weekly automation named Weekly screening follow-up tracker.
- 3Write a single prompt asking Notis to summarize your selected Finviz screening themes and retrieve related Coassemble tracking.
- 4Choose a weekly cron trigger and a channel for run reports.
- 5Test with one real screening result and confirm the progress view is actionable.
Questions about this workflow
Can the workflow follow a saved custom screen?
Describe the screen or theme in the prompt; the available trigger is a Notis schedule, and an external webhook can be used if your backend forwards screen results.
Does it update course records?
No. It retrieves progress for review.
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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