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Find invoice guidance before processing

Give Notis the invoice context and search terms from your Affinda workflow, then have it search Confluence for the process documentation you need.

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

Invoice handling instructions can be difficult to find when you are moving between documents and a separate knowledge base.

  • Surface relevant process pages on a recurring schedule.
  • Keep invoice work connected to documented procedures.
  • Avoid repeated manual searching across Confluence.

Setup

Build it in a few focused steps.

  • 1Connect Affinda and Confluence once in the Notis portal.
  • 2Create an automation and describe what invoice guidance to search for.
  • 3Pick a recurring schedule as the trigger.
  • 4Choose where Notis should send run reports.
  • 5Test with one real invoice scenario and review the search results.

Questions about this workflow

Will the schedule automatically know which invoices Affinda processed?

No Affinda trigger events are listed here. Supply the relevant invoice context or search terms to the automation.

What does this workflow create in Confluence?

It searches for content using Confluence CQL Search. It does not create or update a page.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Affinda 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.

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

When this happens · Trigger

Do this · Action

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