Using Confluence automation and a Rovo agent to create a new document based on an old one.

[Katie McDaniel]

As a Confluence user, while viewing an internal document, I want to create a new, customer-facing document that includes some information but not all, based on a specific template. I think this is possible using some combination of Confluence automation + Rovo, and I've gotten close, but the results aren't perfectly consistent and I think it could be smoother.

I have a space template that has the major headings of a document:

• Section A: Executive summary, generated by Rovo based on trigger page content
• Section B: Pulled verbatim from source document
• Section C: A table, with some columns from a larger table in the trigger page
• Section D: Standard terms and conditions

I asked Rovo Chat directly, but it had trouble generating the subpage.

I was able to create a Confluence automation to create a page with {agent.response}, but it wasn't able to format the headings correctly, and the results weren't always consistent. 

I tried to create a custom (no-code) Rovo agent, but I don't think I'm putting in the correct instructions. 

Any advice? 

[Peter_DevSamurai · Accepted solution]

Hi @Katie McDaniel ,

You can use a custom Rovo agent to generate the structured content (with markdown for formatting), then Confluence automation to trigger it and create the page from your template.

1. Customize the Rovo Agent:

Below is the prompt, the prompt should be as detailed as possible, you can refer to the below example:

"

Based on the internal page {{page.url}}, generate a customer-facing document in markdown format:

# Section A: Executive Summary
[Generate a 2-3 paragraph summary of the key points from the entire page, focusing on customer benefits.]

# Section B: [Verbatim Title from Source]
[Copy the exact content from the source page's "Section B" or equivalent. Use the page content to extract verbatim.]

# Section C: Key Features Table
[From the source page's table, create a markdown table with only columns: Feature, Benefit....]

# Section D: Standard Terms and Conditions
[Insert standard Terms and conditions text here, hardcode if fixed, or pull from a reference page.]

"

- Skills: Add "Read Confluence page" (to access trigger page content) and "Generate content" (for summaries/tables).

- Test manually: From the internal page, run the agent—it should output formatted text. Tweak prompt for better table/heading consistency (Rovo handles markdown well if specified).

The agent handles generation (summaries/verbatims/tables), automation creates the page without verification prompts. If tables still glitch (e.g., columns misaligned), add more prompt detail like "Use | for markdown columns".

I hope the below links are helpful for your inquiry:

- Rovo agents in automation

- Confluence automation guide

- Custom agent prompt

Best,

Peter

[Katie McDaniel]

@Peter_DevSamurai You're a lifesaver! Thank you for this detailed solution - it worked exactly as you said. 

[Peter_DevSamurai]

Yayy, I'm glad I was able to assist you with this!

Hope everything works out well for you. Have a great week ahead!