Find out which contact fields can support new reports
Make new reporting questions easier to assess by checking metrics alongside the current contact-field definitions.
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
A new analytics question can stall while you work out whether the relevant customer metadata exists and where to find it.
- See available contact metadata during a reporting review.
- Assess reporting questions with less back-and-forth.
- Keep field discovery from becoming an urgent interruption.
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 to set it up in plain language.
- 3In one instruction, ask Notis to review selected Metabase reporting questions or metrics and retrieve Insighto ai contact custom-field definitions.
- 4Choose a monthly schedule and a channel for run reports.
- 5Test with one real reporting question and confirm the field list helps answer it.
Questions about this workflow
Does this add new fields?
No. It reads the existing Insighto ai contact custom-field list.
Can I use this for a specific reporting question?
Yes. Describe the question and relevant Metabase context in the 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.