Start the week with a clearer account landscape
Have Notis run on a recurring schedule, research the accounts you specify in its prompt, and consolidate available findings in Confluence.
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
Account research is hard to compare when each person keeps notes in a different place.
- Review account context in one recurring destination.
- Spot missing details before planning outreach.
- Avoid repeating the same research across separate notes.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Confluence once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Describe the outcome in one instruction, including which accounts Aeroleads should research and what the Confluence landscape should summarize.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real account and review the resulting page.
Questions about this workflow
Can Notis choose which accounts to research?
The prompt should name the accounts or explain the criteria Aeroleads can use. Notis cannot infer an account list that was not supplied or returned.
Does a schedule guarantee new findings each run?
No. The page can only reflect information Aeroleads returns at that time; a run report can show whether the automation completed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Confluence. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Confluence, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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