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Confluence automation - Send email with title based on input of page properties macro

Ashok Rao_8ngpt2

Hi,

I have created a page template for my team, and part of that template is a page properties macro with some basic project information (such as name of client, internal project ID number, etc)

Now I would like to create an automation rule to send an email to my team, whereby the title of that email contains some of the information filled into that page properties macro.

Obviously the trigger is 'page published', with a condition added that it can only trigger when using a specific template. However, I am stuck on how to use the information from a page properties macro in the title of an email.

Accepted answers

Tomislav Tobijas

Hi @Ashok Rao ,

You might try using {{page.body}} smart value to get all content from the Confluence page. With that, you probably could parse that data and extract what is needed.

Additionally, you could use automation web requests and Confluence REST API, again to get the page content and potentially parse it within automation.

You could then use this parsed data to send the email notification with the desired content.

Here are some additional references to docs that might help:

Maybe, as a workaround, you would leverage labels and consider adding those to these specific pages as well, and then use smart values for labels to get that additional info you wish to send in the email notification.

Cheers,
Tom

Manon Soubies-Camy

Hi @Ashok Rao and welcome to Community!

As mentioned, you can use Confluence smart values to extract content from your new page. Here's a page example:

And the automation rule that extracts the client name, in this case "ACME":

Details below:

When: Manually trigger
Then: Log action

{{page.body.storage}}

Then: Log action

{{page.body.storage.substringAfter("Client name</strong></p></th><td><p>")}}

Then: Create variable named "varClientName"

{{page.body.storage.substringAfter("Client name</strong></p></th><td><p>")}}

Then: Log action

{{varClientName.substringBefore("</p>")}}

This will give you the name of the client, which you can then reuse in emails.

Hope this helps!

- Manon

All comments

Tomislav Tobijas

Hi @Ashok Rao ,

You might try using {{page.body}} smart value to get all content from the Confluence page. With that, you probably could parse that data and extract what is needed.

Additionally, you could use automation web requests and Confluence REST API, again to get the page content and potentially parse it within automation.

You could then use this parsed data to send the email notification with the desired content.

Here are some additional references to docs that might help:

Cheers,
Tom

Manon Soubies-Camy

Hi @Ashok Rao and welcome to Community!

As mentioned, you can use Confluence smart values to extract content from your new page. Here's a page example:

And the automation rule that extracts the client name, in this case "ACME":

Details below:

When: Manually trigger
Then: Log action

{{page.body.storage}}

Then: Log action

{{page.body.storage.substringAfter("Client name</strong></p></th><td><p>")}}

Then: Create variable named "varClientName"

{{page.body.storage.substringAfter("Client name</strong></p></th><td><p>")}}

Then: Log action

{{varClientName.substringBefore("</p>")}}

This will give you the name of the client, which you can then reuse in emails.

Hope this helps!

- Manon

Manon Soubies-Camy

I actually just remembered an even easier text function, you can just use this one to get the client name:

{{page.body.storage.substringBetween("Client name</strong></p></th><td><p>","</p>")}}

Ashok Rao_8ngpt2

Hi Manon,

Thanks a lot!! Works exactly how I needed.

Ashok Rao_8ngpt2

One small thing remains though: I guess I will have to trigger that email manually also? I can only trigger your rule after publishing the page, so automatically triggering sending the email as the page is published is not possible?

If that's the case, I will have to pay attention to always first trigger the rule to create the variables, and only after that trigger the rule to create the email.

Jad Saliba

Hi @Ashok Rao @Manon Soubies-Camy

We have been thinking about the problem you have described and eventually also solved. We feel that this problem is a common one and that Confluence deserves a better, more user-friendly solution. As an app vendor we were thinking about whether it is worth to implement a streamlined solution. It would look something like this:

There is a new Automation action which extracts content from the Confluence page and associates it with Smart Values. These data can come from:
- Content Properties (formerly Page Properties)
- @-mentions on the page
The new Smart Values can then be used in subsequent actions, for example, email notifications

Do you think this would have helped you solving the problem? Do you think it generates value for Confluence Cloud users?

Thanks!

Adam Letourneau

Hi @Jad Saliba

I would say that this would be a huge help. I am currently attempting to use the content properties macro to store Content Reviewers for a page. The suggestion from @Manon Soubies-Camy is good for fields with single values, but for fields with multiple users, we can't extract what we need due to the lack of iteration capabilities on an html string like page.body.storage. If we could have a way to just store multiple values in a field in a list, then we could iterate on that. Thanks.

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