Join us for a Live Learning session for Automations in Confluence with the one and only @Matt Reiner _K15t_, and earn a community kudos badge for sharing a bit about what you’ve learned or are excited about!
We’re looking forward to hearing more about how you plan to use Automations in Confluence and learning more about what excites you.
The instructions are simple:
Attend the June 12th session live (or watch the recording at your convenience!)
Come back to this post and share your use cases for automations, tips on what you learned, or one you’re excited to try
That’s it! You’ve earned the badge!
"Automate All The Things" kudos badge
I liked smart buttons of confluence that can send follow up emails.
The most useful use cases for me are automating meeting notes and sending reminders for postponed tasks ✨
Next up: setting up approval workflows with smart buttons! 😊
Confluence is the central documents library.
I also liked that you could not only import JIRA issues seamlessly but they are imported as live table and reflect any changes made in issues in JIRA.
I like the smart buttons, email reminders.
Loving the Smart Buttons! 😍
I am using Automation for Confluence in our company to manage documentation pages and change the status and send emails for any edit on the page :
I use Confluence Automation to create pages from a template, and am working on how to create and link Jira Epics and Tasks from Confluence. In my scenario, I group Project Scope in a page in Confluence, it automatically creates the Epic and associated Tasks in Jira and links the requirements to it. Later, I'd like to be able to track the Milestone in Jira Advanced Roadmaps as 1 level higher in issue hierarchy to Epics. A lot for me to learn!
Automations in Confluence is very powerful and useful. The only reason I don't use it currently is the redicously low numbers of automations you can run per month on standard (100/month).
Even with a userbase of only 150 people it doesn't make sense to use automation since the functionality only will work a couple of days each month before hitting the limit.
@Staffan Redelius I'm curious to hear what kind of automations have you been trying out 😊
Auto-archiving old pages: Schedule rules to archive pages that haven’t been viewed or updated within a specific timeframe.
Auto-labeling for categorization: Automatically add labels based on content characteristics to boost discoverability and consistency.
Template-based page creation: Automatically generate pages from predefined templates when new spaces are created or specific triggers fire. I like the Automated Meeting Notes.
Automated notifications: Dispatch emails or Slack Teams messages when key events occur—such as when a meeting notes page is published or tasks become overdue.
Consistent page structure: Auto-create pages with defined structures and checklists to ensure alignment across teams.
Automated workflows: Bundle actions, like updating permissions, emailing teams, and changing page states, into single-click automation buttons for streamlined approvals.
I've started using the automations to copy our meeting retro templates.
Thanks for the insightful session! I’m excited to create an automation that sends a weekly digest of recently updated incident-response pages to our team space. It’s a great way to keep everyone aligned without extra manual effort.
Confluence automation lets you streamline repetitive tasks like page creation, notifications, and content updates without manual effort. I use it to auto create meeting notes from templates and send reminders to the right team.
It would be really useful if Atlassian could provide an equivalent library for Confluence automations, like this one - https://www.atlassian.com/software/jira/automation-template-library/rules#/rule-list?systemLabelId=all&page=1&pageSize=20&sortKey=name&sortOrder=ASC . I refer to this in my Forums answers ALL the time. I think it is so useful as a basis / when you are getting started to see other people's worked examples.
Much thanks for the session. Any kind of content about automations always gets a like from me These automates really helps us for reducing effort.
Love automating meeting notes and sending reminders!
Good stuff
Thank you so much! That was very helpful.
@Mindy Park Is this Community Badge still valid?
Clean-up of outdated, non (re)viewed content is my favorite.
The livestream video is over a year old now, but I still found it informative. I've used Automation in Jira/JSM for a few years now, but there has not been much call for Automation in Confluence. I see many opportunities for process improvement looking at the rule templates available in Confluence.
I have to agree with a previous commenter that the usage limit is quite low for Free and Standard plans, particularly considering that a user is the Space Admin for their personal space which gives them access to generate Automation rules to their heart's content. That could easily blow up a subscription's usage limit.
Smart values in Confluence automations are a real blessing and do more than add some extra flair.
I agree with many of the commentors regarding the low usage limit amounts for the Standard license level. While it is expected to have lower limits for Free licensing, having something tied to user counts would be helpful for Standard...rather than driving people toward higher license levels. Better still, consider additional licensing models for automation usage, such as described in this JAC suggestion.
With those, more customers could use automation to better integrate Confluence, Jira, and JSM, creating rules to automatically clean / maintain their content, add automated documentation of rules themselves within Confluence, etc.
I created some scheduled automations that look for inactive pages and label them for lifecycle management.
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