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Find existing Confluence guidance for AgencyZoom reviews

Before a recurring AgencyZoom review, search Confluence for relevant guidance and surface the most useful pages for quick reference.

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 can repeat research or miss established procedures when useful guidance is buried across Confluence spaces.

  • Surfaces existing Confluence guidance relevant to a review topic.
  • Reduces repeated searching across knowledge pages.
  • Keeps the review grounded in documentation already available to the team.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Confluence once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Ask Notis to use the scheduled AgencyZoom review topic to search Confluence for relevant guidance and summarize matching results with their page references.
  • 4Choose the schedule trigger and select where run reports should go.
  • 5Test with one real review topic and confirm the returned pages are relevant.

Questions about this workflow

What does the search use?

It searches Confluence content using the available query action. The prompt should give it the review topic or terms needed to find relevant guidance.

Will it create new guidance if none is found?

This workflow is for finding existing guidance. It should report when no relevant result is found rather than inventing policy or procedures.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agencyzoom 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.

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

When this happens · Trigger

Do this · Action

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