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Notis

Bring existing campaign guidance into the next review

Find the documentation that can help your next campaign start with more context.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

CQL Search

Searches Confluence content using advanced queries.

Why this helps

Teams often repeat research because the relevant playbook is hard to locate at planning time.

  • Surface relevant existing playbooks
  • Connect documented guidance with campaign outcomes
  • Reduce repeat planning work

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and Confluence once in the Notis portal.
  • 2Create an automation and give it a clear name.
  • 3Tell Notis what campaign topics to search for in Confluence and to summarize relevant guidance alongside available ActiveTrail results.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real campaign topic and its related documentation.

Questions about this workflow

Does it update the playbook?

No. This workflow searches for guidance and creates a report. Updating documentation would require a separate action.

What if no playbook matches?

Ask Notis to state that no relevant guidance was found and summarize the available campaign information.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveTrail to Confluence. A trigger fires from one place; an action lands in another.

ActiveTrail triggers

Confluence actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Content Label

Adds labels to a page or blog post.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

CQL Search

Searches Confluence content using advanced queries.

ActionInstant

Create Blogpost

Creates a new blog post in a space.

ActionInstant

Create Blogpost Property

Adds custom metadata to a blog post.

ActionInstant

Create Whiteboard Property

Adds custom metadata to a whiteboard.

ActionInstant

Create Page

Creates a new page in a space.

ActionInstant

Create Footer Comment

Adds a footer comment to a Confluence page, post, attachment, or other content.

ActionInstant

Create Page Property

Adds custom metadata to a page.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveTrail and Confluence, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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