Make unresolved conversations easier to revisit
A weekly review can bring the relevant conversations forward so that follow-up does not depend on remembering where to look.
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
Unresolved conversations can disappear from view when follow-up relies on memory or scattered status checks.
- Create a regular moment to revisit unresolved work.
- Review conversation activity with related metrics.
- Lower the effort of figuring out where follow-up may be needed.
Setup
Build it in a few focused steps.
- 1Connect Metabase and Insighto ai to Notis once through the portal.
- 2Create a weekly automation using the portal or a plain-language request to Notis.
- 3In one prompt, ask Notis to review relevant Metabase workload metrics and retrieve Insighto ai conversations for a specified period and filters.
- 4Select a weekly schedule and a channel for run reports.
- 5Test with a real week and confirm the conversation results support follow-up planning.
Questions about this workflow
Does the workflow mark conversations resolved?
No. The selected action retrieves conversation metadata for review.
Can I define what unresolved means?
Describe the relevant filters in the prompt and choose a date range for the 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
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.