Start the week with a clear pipeline digest
See the opportunities that need your attention before the week fills up.
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
A busy week can start without a clear view of pipeline priorities or what changed since the last review.
- Consolidate available pipeline information for a weekly review.
- Highlight priorities without implying unsupported changes.
- Make missing history and data gaps explicit.
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 Weekly Pipeline Digest.
- 3Tell Notis to review available Affinity pipeline data and create a Confluence page summarizing notable opportunities, priorities, and unknowns without assuming unavailable history.
- 4Pick a weekly schedule and choose where run reports should go.
- 5Test with one real pipeline review and check that the digest distinguishes known facts from gaps.
Questions about this workflow
Can it compare with last week's pipeline?
Only if the prior baseline is available to Notis. Otherwise, it should summarize the current data and say that a comparison baseline is missing.
Can I set the review day?
Yes. Choose the recurring schedule when setting up the automation.
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
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