Start the day knowing what conversation work is waiting
A short scheduled scan can bring backlog trends and relevant conversations into view before other work takes over.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get List Of Conversations
Tool to fetch a list of conversations. use after specifying date range and filters to retrieve conversation metadata.
Why this helps
A backlog can build quietly when there is no simple routine for checking metrics and locating conversations together.
- Make backlog review a repeatable part of the day.
- Connect volume metrics to conversation records.
- Spend less attention remembering which tools to check.
Setup
Build it in a few focused steps.
- 1Connect Metabase and Insighto ai to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to create one conversationally.
- 3Write one prompt asking Notis to review selected Metabase backlog metrics and retrieve Insighto ai conversations for the chosen period and filters.
- 4Select a daily Notis schedule and your run-report channel.
- 5Test with one real day and confirm the results support your planning.
Questions about this workflow
Can I narrow the conversations returned?
Yes. Specify a date range and useful filters in the plain-language instruction.
Does this assign or close conversations?
No. The selected action retrieves conversation metadata for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Metabase to Insighto ai. A trigger fires from one place; an action lands in another.
Metabase triggers
Insighto ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Intent
Tool to create a new intent in insighto.ai. use when adding custom intents before training or deployment. call after confirming intent attributes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Provider
Tool to create a new provider. use after obtaining org id to register the provider.
Create Widget
Tool to create a new widget with specified attributes. use after confirming assistant id and widget type.
Get Contact By ID
Tool to retrieve details of a specific contact by contact id. use when you have a valid contact id and need the full contact profile.
Get List Of Contacts
Tool to fetch a paginated list of contacts. use after confirming a valid api key to iterate through pages of contacts.
Get List Of Conversations
Tool to fetch a list of conversations. use after specifying date range and filters to retrieve conversation metadata.
Get List Of Datasources
Tool to list all existing data sources. use when you need to fetch the complete set of data sources.
Read Contact Custom Field List
Tool to retrieve a list of custom fields associated with contacts. use when you need to inspect or sync contact metadata definitions.
Connect any two apps with Notis in the middle.
Metabase and Insighto ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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