Know Exactly Who's In Your Customer Segments Each Week
Are you sending campaigns to the right people? Notis runs a weekly audit of your Customerio segments so you always know who's in each audience.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Why this helps
You don't know who's actually in your customer segments, leading to broadcasts reaching the wrong people or missing key audiences entirely.
- Verify campaigns are reaching the right audience
- Spot inactive or stale segments before they cause problems
- Build confidence in your customer targeting
- Automate a tedious manual audit task
Setup
Build it in a few focused steps.
- 1Connect Customerio to Notis.
- 2Create a new automation called 'Weekly Segment Audit'.
- 3Write: 'Every Monday at 9am, retrieve membership for all active customer segments in Customerio and compile a summary showing segment name, member count, last activity date, and any segments with zero members or unexpected changes in size.'
- 4Select Notis Cron (weekly) as your trigger and choose Slack for the audit report.
- 5Test by running the automation manually to verify the segment summary appears in Slack.
Questions about this workflow
How often should I run this audit?
Weekly is good for most founders, but you can adjust: run it daily if you're launching frequent campaigns, or monthly if your segments are stable. Set the cadence in your prompt.
What if I'm not interested in certain segments?
Specify which segments to audit in your prompt: for example, 'only audit segments labeled "marketing" or "support-related", skip deprecated or test segments'.
Can I get alerts when a segment shrinks unexpectedly?
Yes. Add a condition: 'alert me if any segment lost more than 10% of its members since last week' so you catch data quality issues.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Customerio. A trigger fires from one place; an action lands in another.
Linear triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Integrations
Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
Comment Received Trigger
Triggered when a comment is received.
Get Messages
Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
Issue Created Trigger
Triggered when a new issue is created.
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
Linear and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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