Close the week with a clear referral recap
Give referral conversations a defined end-of-week review so unresolved threads are easier to carry into next week's plan.
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
Open conversations are easy to forget when the week ends with a rushed inbox sweep.
- Create a reliable weekly closeout routine.
- Review referral activity over one consistent window.
- Start next week with clearer follow-up priorities.
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 an end-of-week Missive analytics report for referral conversations.
- 3State the week's reporting window and relevant filters in one plain-language instruction.
- 4Choose a weekly cron trigger and a channel for run reports.
- 5Generate one report for a real week and use it to review the closeout process.
Questions about this workflow
Does the report automatically find every unresolved thread?
It creates an analytics report using the filters and data available in Missive. Review the report to confirm it fits your closeout needs.
Can I schedule it for Friday afternoon?
Yes. Set the Notis cron trigger for your preferred end-of-week time.
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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