I learned how to set up triggers such as creating a page, or if page is reaching a specific status. An automation action would take place such as send a notification, or maybe adding a label or creating a task. I also learned how to add specific conditions and rules. My typical use case would be for content review and approval for better team collaboration and integrating the confluence pages to Jira for creating tasks.
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This is useful in my universe for things like meeting notes, sprint ceremonies and the like so I do not need to do create new notes. Gosh lazy me is so efficient and this is an awesome enabler :)
In my first project, I utilized automation quite a good deal. I used a combination of automation rules and post-functions to create new issues, re-assign an issue, and move the primary issue through the workflow based on the status of the another issue.
I am excited to try more, such as the automation of meeting notes on confluence where its automatically send Action items and Summary of meeting. I can see my team utilizing this function quite often and will help us get what we need from other teams. Leadership is impressed by our documentation/meeting notes and I am excited to raise this expectation to the next level.
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Thanks for this very informative video. I have started playing with Confluence automation, mostly to try to help other Atlassian Community users but I still have a lot to learn. Thanks for the headstart!
Nice to watch I had to repeat to understand. I can imagine when Jira saves your mostly used comments Meetings, your notes. and I see it happening. Why did Matt not become my tertiary Lecture, would have gotten a Distinction in everything....
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I have plenty of use cases but still need to wait for some triggers and actions, especially around databases. Once they're there, it'll be super helpful!!
The fact that you can build a document approval process OOTB now with a couple simple automations is such a great feature. I can't wait to see more automation possibilities in the future.
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Automating meeting notes and sending postponed notifications is the most apparent use case. Approval processes with smart buttons will be set up next :)
The automation features within Confluence are very useful for minimizing time spent on repetitive tasks. Unfortunately, since these automations are not available for the Data Center version, I cannot apply them to make our teams work more efficiently.
Maybe in the future, when the functions are also extended to the Data Center version or as a company we move to the Cloud.
Teams I've worked with used Confluence for cross-functional collaboration in Lucid or Miro integrations (now could/would use the built-in Whiteboard). In asynchronous, enterprise-wide projects, the first week was usually a loss when teams realized during their first engagement with a board that they didn't have tools or setups necessary to perform their project task or consistent with other project members. This meant gouging into deadlines to catch up on setting up new, unfamiliar tools in an instantly stressful environment--heck of a way to start projects!
Therefore, I would automate a static pre-project checklist of all required tools, setups, and contacts a week prior to the project state date to prevent such delays at start from immediately setting project progress behind.
One great thing about automations in Confluence is that they can streamline repetitive tasks and processes, saving you time and reducing the risk of human error. For example, you can set up automated notifications for page updates, task assignments, or even content reviews, which helps keep everyone on the same page and ensures that important tasks are not overlooked.
PS: I’m also glad the recording of the session is available to watch, as it allows you to revisit important details and make the most of the automation features.
I’m excited to try automating the process of adding labels to related content. For example, setting up a rule that automatically adds specific labels to new pages based on keywords in the title would make it easier to find related information quickly. This could help keep our documentation organized and accessible.
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