Turn recipient credential reviews into a useful brief
Gather the relevant recipient and credential details into a review brief your team can act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Page
Creates a new page in a space.
Why this helps
Reviewing recipient credential status can mean piecing together information from multiple records and remembering follow-ups.
- Bring recipient and credential details into one brief
- Make follow-up items easier to notice
- Give the team a repeatable review artifact
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Confluence once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the recipient review.
- 3Tell Notis what recipient and certificate information to review, what counts as a follow-up, and to create a Confluence brief using available data.
- 4Choose a recurring schedule and where run reports should go.
- 5Test the brief with one real review period.
Questions about this workflow
Can Notis identify changes since the last review?
Only when the relevant history or prior baseline is available. Otherwise, specify the review period or provide the comparison context.
Can I define what counts as a follow-up?
Yes. Describe the conditions in the automation instruction, based on fields available in Accredible.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Confluence. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Confluence actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Content Label
Adds labels to a page or blog post.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
CQL Search
Searches Confluence content using advanced queries.
Create Blogpost
Creates a new blog post in a space.
Create Blogpost Property
Adds custom metadata to a blog post.
Create Whiteboard Property
Adds custom metadata to a whiteboard.
Create Page
Creates a new page in a space.
Create Footer Comment
Adds a footer comment to a Confluence page, post, attachment, or other content.
Create Page Property
Adds custom metadata to a page.
Connect any two apps with Notis in the middle.
Accredible certificates and Confluence, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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