Check that customer metadata still fits your needs
Review the field definitions behind customer data on a predictable cadence, without digging through tools whenever a report looks off.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Missing or changed contact metadata can quietly undermine dashboards and create uncertainty about which details are available.
- Inspect available contact-field definitions regularly.
- Connect data-quality questions to the metrics that raised them.
- Avoid rediscovering field availability during urgent work.
Setup
Build it in a few focused steps.
- 1Connect Metabase and Insighto ai to Notis once through the portal.
- 2Create a monthly automation in the portal or ask Notis in plain language.
- 3In one instruction, ask Notis to review selected Metabase data-quality indicators and retrieve the Insighto ai contact custom-field list.
- 4Choose a monthly schedule and a channel for run reports.
- 5Test the review and confirm the returned field list answers your data question.
Questions about this workflow
Does this workflow change contact fields?
No. The selected Insighto ai action reads the custom-field list.
Can this help investigate a dashboard discrepancy?
Yes. Ask Notis to compare a relevant Metabase indicator with the available field definitions, then review the results.
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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