Reconcile Coassemble users every week
Keep your learner directory current with a small, dependable weekly check.
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
Directory changes get missed when user reviews depend on memory.
- Creates a repeatable directory review
- Supports onboarding operations
- Makes user changes easier to spot
Setup
Build it in a few focused steps.
- 1Connect Coassemble in Notis once.
- 2Create an automation that retrieves users and summarizes records needing review.
- 3Choose a Notis cron schedule as the trigger.
- 4Choose a report channel and test with one weekly directory run.
Questions about this workflow
Can it focus on one client?
Yes. Include the client identifier in the instruction when available.
Does reconciliation edit users?
No. The allowed action retrieves users for analysis and reporting.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Coassemble. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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