Get a scheduled view of training progress exceptions
Review progress records on a predictable schedule and see which items meet the completion criteria you provide.
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
Checking learner progress one record at a time makes routine follow-up easy to postpone.
- Replace scattered progress checks with one recurring summary.
- Use course, date range, or completion filters supported by tracking retrieval.
- Apply overdue rules only when you supply the relevant due date or baseline.
Setup
Build it in a few focused steps.
- 1Connect Coassemble once in the Notis portal.
- 2Create an automation with a clear name.
- 3Tell Notis which tracking criteria and completion rules to summarize, and note any required due dates or baselines you must supply.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and review whether the report captures the intended exceptions.
Questions about this workflow
Can it determine overdue training automatically?
Only when the required due date or baseline is available or supplied. Otherwise it can report completion status without claiming something is overdue.
Does it send reminders to learners?
No. The available action retrieves tracking data and can summarize it in a run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Coassemble. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Connect any two apps with Notis in the middle.
Salesforce and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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