Connect customer conversations with product signals
Give monthly product and support reviews a useful conversation starting point without gathering everything manually.
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
Customer discussions and product metrics are separated by tool boundaries, making it harder to connect feedback to changes in usage.
- Bring conversation records into a product metrics review.
- Create a recurring time to notice customer themes.
- Reduce context gathering before prioritization.
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 by asking Notis in plain language.
- 3Write one instruction asking Notis to review selected Metabase product or support metrics and retrieve Insighto ai conversations for the same period.
- 4Select a monthly schedule and a channel for run reports.
- 5Test with one actual review period and confirm the conversation results are relevant.
Questions about this workflow
Does this automatically classify conversation themes?
The selected action retrieves conversation metadata. Ask Notis to review available results in the instruction, and validate any interpretation.
Can I focus on one metric?
Yes. Specify the metric and corresponding period in the plain-language prompt.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Insighto ai.