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Keep chatbot sources visible as usage changes

Put datasource inventory into a predictable review, with recent usage trends ready to help guide the discussion.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get List Of Datasources

Tool to list all existing data sources. use when you need to fetch the complete set of data sources.

Why this helps

Source maintenance competes with day-to-day work, so useful checks often wait until something goes wrong.

  • Make source inventory easier to revisit.
  • Bring recent usage context into maintenance planning.
  • Reduce the chance that source review is forgotten.

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 conversationally.
  • 3Write one plain-language instruction asking Notis to review specified Metabase usage changes and retrieve the Insighto ai datasource list.
  • 4Choose a monthly schedule and a run-report channel.
  • 5Test once and check that the inventory supports your maintenance review.

Questions about this workflow

Does the workflow inspect datasource content?

The selected action lists existing datasources; it does not inspect or modify their contents.

Can usage metrics help prioritize a review?

Yes. Include the Metabase measures you use to understand chatbot usage in the instruction.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Provider

Tool to create a new provider. use after obtaining org id to register the provider.

ActionInstant

Create Widget

Tool to create a new widget with specified attributes. use after confirming assistant id and widget type.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get List Of Conversations

Tool to fetch a list of conversations. use after specifying date range and filters to retrieve conversation metadata.

ActionInstant

Get List Of Datasources

Tool to list all existing data sources. use when you need to fetch the complete set of data sources.

ActionInstant

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.

ActionInstant

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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