Keep sales learning in view
Get the useful signal without reopening every sales note.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Blogposts
Tool to retrieve a list of blog posts. use when you need blog post ids.
Why this helps
Sales lessons are written down but rarely revisited when new transaction data arrives.
- Reconnects data with prior learning
- Reduces repeated reading
- Creates a compact planning input
Setup
Build it in a few focused steps.
- 1Connect Square and Confluence to Notis once through the portal.
- 2Create the automation in the portal or ask Notis to create it conversationally.
- 3Tell Notis to review recent Square sales activity and gather relevant Confluence sales blog posts into a concise digest with repeated patterns, new signals, and recommended follow-ups.
- 4Choose a recurring trigger and a channel for run reports.
- 5Run one test digest and tune the scope.
Questions about this workflow
Can the digest cover a specific product?
Yes. Include the product, customer segment, or sales topic in the instruction.
Can it include only recent posts?
Yes. Specify the desired time window.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Square to Confluence. A trigger fires from one place; an action lands in another.
Square triggers
Confluence actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Content Label
Tool to add labels to a piece of content. use after obtaining the content id to tag pages or blog posts with metadata labels.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Space by ID
Tool to retrieve a confluence space by its id. use when you need detailed metadata of a specific space.
Create Blogpost
Tool to create a new confluence blog post. use when you need to publish content in a specific space.
Create Blogpost Property
Tool to create a property on a specified blog post. use when you need to add custom metadata to a blog post.
Create Whiteboard Property
Tool to create a new content property on a whiteboard. use when you need to attach custom metadata to a confluence whiteboard.
Create Page
Tool to create a new confluence page in a specified space. use when you need to create new documentation or content.
Create Page Property
Tool to create a property on a confluence page. use when you need to add custom metadata or settings to a page.
Create Private Space
Tool to create a private confluence space. use when you need an isolated workspace viewable only by its creator.
Connect any two apps with Notis in the middle.
Square and Confluence, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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