Keep chatbot intent coverage aligned with customer needs
Use a quarterly check to bring engagement signals and your existing Insighto ai intents into the same review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Read Intents List
Tool to retrieve a list of all intents. use after authenticating; supports pagination.
Why this helps
Intent inventories can become stale while engagement patterns shift, leaving founders unsure what to revisit first.
- Review current intents with relevant engagement trends in mind.
- Create a natural cadence for chatbot maintenance.
- Reduce the effort of assembling context for a review.
Setup
Build it in a few focused steps.
- 1Connect Metabase and Insighto ai to Notis once through the portal.
- 2Create a quarterly automation using the portal or a plain-language request to Notis.
- 3In a single instruction, ask Notis to review specified Metabase engagement trends and retrieve the Insighto ai intent list.
- 4Select a quarterly schedule and a channel for run reports.
- 5Test with one real review period and confirm the intent inventory is relevant.
Questions about this workflow
Does this create or change intents?
No. This workflow reads the intent list for review; it does not create or update intents.
Can the cadence be changed?
Yes. Choose a schedule that fits your review rhythm when creating the automation.
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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