When a page is published or updated, I want to set a review date. When that review date arrives, I would like a set of automations to run, specifically notifications, and copying the article to another space.
You can set up an automation that runs on a schedule and compares page dates, and when it meets or exceeds your criteria it can run your notification or copies.
The Better Content Archiving app is developed exactly for this kind of use cases!
You can set an expiration date for each page or blog post. Even better, you can make the expiration date "inherited", meaning that after setting it to a page, all of its descendant pages will inherit it (effectively using the same consistent expiration date for the whole page tree).
You can configure the page turn to the "To review" status if the expiration date comes.:
Based on the status, you can send custom notifications and run automations as well. (Plus, do reporting, dashboards, and such!)
(Discl. it is a paid and supported app developed by our team. Free for 10 users!)
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More on the notifications part:
Note that Automation for Confluence sends one email per page, so if you are reporting 20/50/100 pages, your recipients will get flooded with that many emails instead of an elegant single email with a list of pages to review.
Also, for A4C, branch rule execution will cut off at 150 pages, so if you have a midsize or large team, it's not usable as some users will not be notified.
Better Content Archiving for Confluence provides the toolset for this exact use case and more for full content lifecycle management in Confluence.
This tutorial article explains how to send reminders to page owners (or any recipient) about pages to review.
Watch the video version if you prefer that:
Steps include:
1. Use the "To-review" status that comes with the app or create your custom statuses (more than the 5 built-in!)
2. Create a notification automation that sends emails when you need it
3. When setting up the notification automation you can use CQL to precisely define the pages to include in the email
4. Select the recipients
(Please note that I'm part of the team developing Better Content Archiving.)
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