Give changing customer segments a closer look
A monthly prompt can connect segment trends with actual contacts, so you can review a meaningful sample without searching by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Changing segment metrics can be difficult to connect to real customers when contact data is in another system.
- Bring representative contact records into a segment review.
- Prioritize groups whose metrics have shifted.
- Reduce manual searching across customer tools.
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 specified Metabase segment changes and retrieve relevant Insighto ai contacts for a sample.
- 4Choose a monthly schedule and a run-report channel.
- 5Test with one real segment and confirm the contact sample is appropriate.
Questions about this workflow
Can this retrieve contacts in pages?
Yes. The action supports paginated contact retrieval; describe the intended segment and scope in the instruction.
Does it update segment membership?
No. This workflow retrieves contacts 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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