Start the day with a focused referral review
Start with one report that helps you decide which referral conversations deserve attention today, instead of repeatedly scanning the inbox.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Analytics Report
Tool to create an analytics report. use when you need to generate a report over a specific time range with optional filters. returns a report id for later retrieval.
Why this helps
Repeated inbox scanning can break focus and still leave it unclear what needs a reply.
- Make referral review a single predictable task.
- See conversation activity in a consistent reporting window.
- Reduce repeated scanning when switching between work.
Setup
Build it in a few focused steps.
- 1Connect ReferralRock and Missive to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to create a daily Missive analytics report for referral follow-up.
- 3Describe the desired reporting window and relevant filters in one plain-language instruction.
- 4Choose a daily recurring trigger and a channel for run reports.
- 5Generate one report for a real day and confirm it helps identify conversations to review.
Questions about this workflow
Will Missive automatically reply to conversations in the report?
No. This workflow creates an analytics report; it does not send replies.
Can the report cover the prior business day?
Describe the desired reporting window in the instruction and confirm the generated report uses it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ReferralRock to Missive. A trigger fires from one place; an action lands in another.
ReferralRock triggers
Missive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Analytics Report
Tool to create an analytics report. use when you need to generate a report over a specific time range with optional filters. returns a report id for later retrieval.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Draft
Tool to create a new draft in missive. use after preparing message details to save a draft (email, sms, whatsapp, or live chat) for later editing or scheduling.
Send Missive Message
Tool to send a new message in a missive conversation. use after selecting the target conversation id.
Create Webhook
Tool to create a webhook subscription. use after choosing event type and target url.
Delete Webhook
Tool to delete a webhook subscription by webhook id. use after confirming the webhook id; this operation cannot be undone.
List Team Members
Tool to list members of a team. use when you need to retrieve all members for a specific team.
List Missive Teams
Tool to list all teams. use when you need to retrieve and enumerate all teams available in missive.
List Missive Users
Tool to list all users. use after authentication when you need to retrieve all users in the organization.
Connect any two apps with Notis in the middle.
ReferralRock and Missive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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