Supercharge workflows across Confluence using automations
Browse topics
Keeping your Confluence pages up to date and your team aligned takes effort. Manually sending reminders, archiving old content, or setting up project pages from scratch adds time and friction to work that should move faster.
Confluence automation changes that. With intuitive templates, no-code tools, and smart AI assistance, it helps teams eliminate repetitive tasks so they can focus on work that matters — no technical skills required.
In a recent Atlassian webinar, product experts shared how teams can streamline workflows using automation in Confluence. Here are the top takeaways — and how you can put them to work today.
How automation helps teams work smarter
Confluence automation gives teams back their time. Instead of chasing down old pages or manually managing tasks, automation handles the repetitive parts, so work keeps moving without constant follow-up.
With just a few clicks, you can set up rules that trigger based on time, activity, or page changes.
There’s no code to write and no steep learning curve. Even teams new to Confluence can get started in minutes.
Teams like Rivian are already seeing results. By automating routine work, they save up to 60 hours each month. That’s time they now spend on strategic planning, not busywork.
Keep content and work up to date
As projects evolve, outdated pages can pile up fast. This clutters your space and makes it harder to find what’s relevant. Automation helps keep your content clean and useful without the need to manually review everything.
For example, you can schedule a rule that runs monthly to identify pages that haven’t been updated or viewed in six months. When a stale page is flagged, automation can archive it. An email goes to the page owner explaining why it was removed, with a link to review or restore it if needed.
You can also use automation to streamline recurring tasks like meeting notes. When someone publishes a meeting doc, Rovo, Atlassian’s AI assistant, can summarize the page and email it to attendees. You can even auto-label it based on content so it’s easier to find later.
Pro tip: Use labels like “meeting-notes,” “draft,” or “needs-review” to help your team filter content quickly. Use rules to apply labels automatically based on the page title or the template used.
Get the right info to the right teams
When deadlines sneak up or page statuses change, teams need to know without digging for updates or switching between apps. Automation makes sure the right people are looped in at the right time.
For example, you can build a rule that sends a Slack or Microsoft Teams message when a task is due or when a page moves from “In progress” to “Ready for review.” These updates happen automatically, helping teams act fast without hunting for context.
You can also use automation to trigger follow-up tasks after a page is published — like assigning someone to review it, setting a reminder to update it later, or even sending it to another team for approval.
Pro tip: Try adding Confluence’s smart values to customize notification messages with page names, authors, and links so readers get the full picture in one go.
Standardize how your team works
When teams start new projects, the blank slate can slow them down. With automation, you can set up structured processes that guide teams forward without requiring extra instruction.
For example, you can create an automation rule that generates a full set of pages — like kickoff notes, a task tracker, and a goals doc — whenever someone creates a new project space.
This helps every team start with the same foundation, no manual setup needed.
Smart buttons add another layer of structure. For example, a campaign plan template could include a button to mark the plan as final, notify leadership, and archive the draft version, all in one click.
Pro tip: Not sure what to automate first? Identify the tasks your team repeats every week, like creating kickoff pages or tagging docs for review. If you do it more than twice, it’s a great candidate for automation.
A day with automation: Launching smarter with Confluence
In the webinar demo, a fictional healthcare logistics company called Vitafleet prepared to launch a new product: FleetFlow. To move quickly without cutting corners, their teams relied on automation inside Confluence.
The marketing team kicked things off by adding a smart button to their campaign page. One click updated the status, labeled the doc as “In progress,” and sent a Slack message to collaborators, all without leaving the page.
Meanwhile, the product team used Rovo to summarize a detailed product requirements doc and shared the highlights with engineering.
No copy-pasting or extra emails. Just clean, consistent updates, delivered automatically.
And to avoid clutter during the busy launch, they set up a recurring rule to archive any content that hadn’t been touched in six months. That kept their workspaces focused and reduced distractions.
These automations worked in the background, helping the team save time, reduce errors, and keep the launch on track.
Quick ways to get started
Automation is flexible, and you don’t need complex rules to see results. Here are a few easy ways to start:
- Send reminders to update draft pages: Set a rule to ping page owners if a draft hasn’t been updated in two weeks.
- Auto-tag content for internal teams: When a page is published in a certain space, automatically add team-specific labels like “Marketing” or “Support.”
- Simplify onboarding docs: When a new team member joins, generate a checklist of onboarding steps and resources to review.
- Notify a team lead when goals are updated: When a page tagged with team goals is changed, trigger a Slack or email update.
- Schedule quarterly content reviews: Create a rule that reminds page owners to review key docs every 90 days, helping teams keep content fresh without manual check-ins.
These ideas don’t just save time — they build momentum. The more you automate, the more consistent your workflows become, freeing your team to focus on big-picture goals.
Start automating in Confluence
Confluence automation helps your team work smarter, stay organized, and focus on what matters most. Whether you’re managing a cross-functional project or keeping your documentation in shape, automation takes care of the repetitive tasks so your team doesn’t have to.
It’s easy to start, even if you’re new to Confluence. Use templates, smart buttons, and AI tools to create better workflows — without writing a single line of code.
Ready to try it for yourself? Sign up for Confluence and start building smarter, faster workflows with automation.