Find opportunities that may need a follow-up
Start your pipeline check with a short list of deals that deserve attention.
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
Opportunities with no recent activity can slip out of view when pipeline reviews depend on memory.
- Bring quiet opportunities into a regular review.
- Search existing Confluence knowledge for context before deciding what to do.
- Avoid treating missing activity as proof that a deal is lost.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Confluence once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Stale Opportunity Review.
- 3Tell Notis to review available Affinity opportunity activity, identify candidates with no recent activity, and search Confluence for related context using CQL.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real pipeline review and confirm the search results are useful.
Questions about this workflow
Can Notis know what counts as stale?
Use an age threshold in the automation instruction. If no threshold is supplied, Notis should report the available activity dates and avoid inventing a baseline.
Does this workflow update Affinity?
No. It searches Confluence for context and reports findings; it does not change Affinity records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Confluence. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Confluence, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Confluence.