Review referral conversations with a weekly report
Replace scattered inbox checking with one scheduled Missive report that gives you a regular moment to review referral-related activity.
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
It is difficult to spot patterns when referral messages are checked only between other tasks.
- Create a predictable review point for referral conversations.
- Reduce ad hoc inbox checks during the week.
- Keep the reporting window consistent.
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 scheduled Missive analytics report for your referral review.
- 3In one plain-language instruction, state the reporting period and any relevant conversation filters you want applied.
- 4Choose a recurring schedule trigger and a channel for run reports.
- 5Run one report for a real week and confirm the report covers the period you expect.
Questions about this workflow
Does the report include ReferralRock analytics?
The selected action creates a Missive analytics report. Provide any needed ReferralRock context separately through your connected setup.
Can I choose the time period?
Yes. Describe the intended time range in the automation instruction and review the report output.
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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