Turn onboarding briefs into client coverage checks
A new brief can trigger a quick review of client records and reveal missing training coverage.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Action
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Why this helps
Onboarding documents often arrive before client training ownership is clear.
- Reveal missing client records
- Reduce onboarding coordination work
- Give owners a concrete follow-up list
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Coassemble in the Notis portal.
- 2Create an automation that reads the new brief context and checks Coassemble clients for matching coverage.
- 3Pick the OneDrive File Created trigger.
- 4Select a report destination and test with one onboarding brief.
Questions about this workflow
Does it enroll the client?
No. It retrieves client records and reports coverage findings for review.
What if the brief uses a nickname?
The report can suggest possible matches, but it marks uncertain identity instead of assuming.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Coassemble. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Connect any two apps with Notis in the middle.
One drive and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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