Make chatbot source reviews easier to remember
Let a scheduled Notis run pair usage context with the current datasource list for a focused maintenance review.
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
A chatbot's source inventory can drift out of view when customer engagement and maintenance tasks compete for attention.
- See the available datasource inventory during a regular review.
- Bring usage trends into source-maintenance discussions.
- Make a recurring review easier to start.
Setup
Build it in a few focused steps.
- 1Connect Metabase and Insighto ai to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Write one prompt asking Notis to review selected Metabase usage metrics and retrieve the Insighto ai datasource list.
- 4Choose a quarterly trigger schedule and your run-report channel.
- 5Test once and make sure the resulting inventory is useful for review.
Questions about this workflow
Will the workflow add or remove datasources?
No. The available action lists existing datasources.
Why include Metabase metrics?
They can provide usage context for deciding which sources to 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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