In the business world where results are demanded, automating administrative tasks with Confluence and Google Sheets is a crucial point, isn't it? However, if you're not familiar with programming, automation can seem like a high hurdle.
In this article, we will introduce a method to automatically add information from pages created in Confluence to Google Sheets.
By using no-code tools to set up automation, you can easily configure it without programming knowledge. It's ready to use immediately, so please give it a try!
Recommended for:
Those considering improving work efficiency with Confluence and Google Sheets.
Those looking for a system to easily manage the same information with Confluence and Google Sheets.
Those who are utilizing Confluence and Google Sheets but want to enhance the organization and management accuracy of information.
For those who want to try it right away:
In this article, we introduce a method of integration using the no-code tool "Yoom." No complicated settings or operations are required, making it easy for non-engineers to achieve. You can also start right away with the template below, so please give it a try!
Once a page is created in Confluence, add it to the Google Spreadsheet.
Now, let's explain how to add a page created in Confluence to Google Sheets using the no-code tool Yoom.
How to Add a Page Created in Confluence to Google Sheets
When a page is created in Confluence, the information from Confluence is automatically reflected in Google Sheets. This allows you to centralize information in Google Sheets. Typically, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.
The integration flow is broadly divided into the following processes:
Registering My Apps for Confluence and Google Sheets
Setting up integration with Confluence for when a page is created
Integrating with Google Sheets to add records
If you haven't used Yoom yet, please register for free here.
If you are already using Yoom, please log in.
Step 1: Integrate Confluence and Google Sheets with My Apps
(1) After logging into Yoom, select "My Apps" from the left column and click "+ Add".
(2) From the list of new connections in My Apps, click on Confluence. (3) Enter your email address and log in from the Confluence login screen.
(4) Next, integrate with Google Sheets. Similarly, click on Google Sheets from the list of new connections in Yoom. (5) From the Google Sheets login screen, click "Sign in with Google" and sign in.
Once the integration is complete, Confluence and Google Sheets will be registered in Yoom's My Apps.
This completes the My Apps registration. Next, let's set up triggers using templates!
Step 2: Set Up Integration with Confluence for When a Page is Created
(1) Use templates to set up automation. Click "Try it" on the banner below.
Once a page is created in Confluence, add it to the Google Spreadsheet.
Click on "When a page is created" in the app trigger.
(2) From the "Select integration account and action" screen in Confluence, verify that there are no errors in the account information to be integrated with Confluence, keep the trigger action as "When a page is created," and click "Next."
(3) From the "App Trigger API Connection Settings" screen, select the trigger activation interval. Select the trigger activation interval from the dropdown menu with options of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ※ The shortest trigger activation interval varies depending on the plan, but a shorter setting is generally recommended.
Scroll down and select the Cloud ID from the candidates.
Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save."
Step 3: Integrate with Google Sheets and add records
(1) Next, integrate with Google Sheets to add records. Click "Add a record."
(2) From the "Database Integration" screen, verify that there are no errors in the account information to be integrated with Google Sheets, and keep the execution action as "Add a record."
Scroll down and enter the Spreadsheet ID, the name of the spreadsheet tab, and the table range. ・Spreadsheet ID: Select from candidates ・Spreadsheet tab name: Select from candidates ・Table range: Enter directly
Once the input is complete, click "Next." (3) From the "Database Operation Details" screen, use the output to enter the values of the records to be added.
Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save." (4) Finally, click "Turn on trigger."
This completes the flowbot "Add to Google Sheets when a page is created in Confluence."
Once a page is created in Confluence, add it to the Google Spreadsheet.
Other Automation Examples Using Confluence and Google Sheets
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Confluence and Google Sheets.
If you find something interesting, please give it a try!
Automation Examples Integrating Confluence and Google Sheets
It is possible to create a page in Confluence when a row is added in Google Sheets, or delete a page in Confluence when a row is updated in Google Sheets. Additionally, you can add a footer comment to a Confluence page when a row is added in Google Sheets.
Delete the Confluence page when a row is updated in Google Sheets.
■Overview The "Create a page in Confluence based on the contents of a Google Form" workflow automates the reflection of form data into a Confluence page, achieving efficient information management. By automatically creating a Confluence page using the input from a Google Form, smooth centralized information management is achieved.
■Recommended for ・Those who manage data collected via Google Forms in Confluence but are spending time on manual tasks ・Project managers who want to streamline information sharing within the team ・Content managers who want to automate the creation of new pages in Confluence ・IT personnel at companies aiming to reduce data entry errors and achieve accurate information management
■Notes ・Please integrate Yoom with both Google Forms and Confluence. ・Refer to the following for how to obtain response content when using Google Forms as a trigger. https://intercom.help/yoom/en/articles/6807133 ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview The "Create a page in Confluence based on the form content" workflow is a business workflow that enables the automatic generation of Confluence pages from form input. By utilizing this workflow, you can automatically generate Confluence pages based on form input, reducing the effort of manual work and enabling quick information sharing.
■Recommended for ・Project managers managing operations in conjunction with Confluence ・Personnel who find it challenging to manually transfer data to Confluence after form input ・Leaders who want to streamline information sharing within the team and quickly create documents
■Overview The flow 'Create a page in Confluence based on Typeform content' is a business workflow that automatically reflects data collected in Typeform into Confluence. It eliminates the need for manual data entry, allowing for efficient document creation while maintaining information consistency. This facilitates smooth information sharing within the team, saving time and effort.
■Recommended for - Individuals utilizing Typeform - Team leaders who want to manage and share collected data in Confluence - Administrators looking to improve work efficiency by reducing time spent on manual data entry - Project managers aiming to implement a workflow that integrates Typeform and Confluence for centralized information management - Organization operators who want to quickly create documents while maintaining data accuracy
■Notes - Please integrate both Typeform and Confluence with Yoom. - Refer to the following for how to obtain Typeform response content. https://intercom.help/yoom/en/articles/9103858
■ Overview The “Notify Gmail when a page is created in Confluence” flow streamlines information sharing within the team and prevents missing important updates. Every time a new page is created in Confluence, a notification is automatically sent to Gmail, enabling all members to quickly grasp the latest information. This prevents delays and sharing omissions and supports efficient team operations.
■ Recommended for ・Team leaders who use Confluence but struggle to effectively notify page updates ・Administrators who want to ensure everyone is informed about project progress and important document updates ・People who use Gmail daily and want to leverage email notifications ・IT personnel at companies seeking timely management of information sharing
■ Notes ・Please connect Yoom with both Confluence and Gmail. ・For the trigger, you can select a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan.
■Overview The "Notify Outlook when a page is created in Confluence" flow is a business workflow that streamlines information sharing within the team. When a new page is created in Confluence, a notification is automatically sent to Outlook, so you won't miss important updates. By integrating multiple SaaS apps, it eliminates the manual effort required for notifications and improves operational efficiency. By leveraging this workflow, communication across the team will be smoother, and projects will proceed more smoothly.
■Recommended for ・Team leaders who use Confluence but feel that page update notifications are not reaching everyone ・Project managers who mainly use Outlook and want to centrally manage important information ・IT personnel who aim to streamline information sharing and advance automation
■Notes ・Please connect Yoom with both Confluence and Outlook. ・Microsoft 365 (formerly Office 365) has Home plans and Business plans (Microsoft 365 Business). If you are not subscribed to a Business plan, authentication may fail. ・For the trigger, you can select a start interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest start interval varies depending on the plan.
■Overview The "When a page is created in Confluence, add an Issue to GitHub" flow is a business workflow that utilizes the integration of Confluence and GitHub. When a new page is created in Confluence, a corresponding task is automatically generated in GitHub via Yoom. This enhances information sharing and task management efficiency, contributing to the productivity improvement of the team.
■Recommended for those who ・Project managers who routinely use Confluence and GitHub ・Team leaders who want to link document updates with task management ・Developers who want to automate the process of manually adding tasks to improve work efficiency ・IT personnel of companies who aim to unify information management and visualize tasks
■Notes ・Please link each of Confluence and GitHub with Yoom.
■Overview The "When a page is created in Confluence, create a card in Trello" flow is a business workflow that automatically adds a corresponding card in Trello when a new page is created in Confluence. This seamlessly links document updates with task management and improves team efficiency.
■Recommended for ・Team leaders who use Confluence and Trello on a daily basis ・Project managers who want to automate the linkage between document creation and task management ・Operations staff who do not want to spend time on manual data entry ・Corporate IT personnel who want to centralize information sharing and task management within the team
■Notes ・Please connect Yoom with both Confluence and Trello.
■Overview Are you manually notifying stakeholders in Discord every time a new row is added to a list managed in Google Sheets? This routine task is not only time-consuming but also prone to missed or delayed notifications. With this workflow, when a row is added in Google Sheets, it automatically sends a message to the specified Discord channel, streamlining information sharing.
■Who we recommend this template for ・Those who manually copy updates from Google Sheets to Discord each time ・Those who want to speed up information sharing within the team and strengthen real-time collaboration ・Those who want to prevent missed or delayed notifications caused by manual work and improve operational accuracy
■Notes ・Connect Yoom with both Google Sheets and Discord. ・You can set the trigger interval to 5, 10, 15, 30, or 60 minutes. ・The shortest trigger interval varies depending on your plan.
Overview Are you manually sending notifications to Slack every time you update information managed in Google Sheets? Such routine reporting tasks not only require effort but can also lead to errors such as delayed or missed notifications. By using this workflow, you can use row additions in Google Sheets as a trigger to automatically send a message to a specified Slack channel, streamlining information sharing.
Who this template is recommended for - Those who report each update made in Google Sheets to their team on Slack - Those who want to prevent human errors such as notification time lags and missed reports caused by manual work - Those who want to automate information-sharing processes within a team or department and improve operational efficiency
Notes - Please connect Yoom with both Google Sheets and Slack. - For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. - Please note that the minimum run interval varies by plan.
■Overview Based on the information managed in Google Sheets, the task of manually creating a folder in OneDrive each time is not only labor-intensive but also tends to cause omissions and naming mistakes. By leveraging this workflow, simply adding a new row to Google Sheets will automatically create the specified folder in OneDrive, enabling you to improve operational efficiency while maintaining accuracy in file management.
■Recommended for ・People who manage projects or customer information using Google Sheets and OneDrive ・People who want to eliminate the effort of manual folder creation and mistakes such as omissions ・People who want to automate file management tasks and create an environment that allows them to focus on core work
■Notes ・Please connect both Google Sheets and OneDrive with Yoom. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum run interval varies by plan.
■ Overview Creating minutes after online meetings is an important task, yet it often requires a lot of time for transcribing recordings and copying the content. With this workflow, when a Google Meet meeting ends, the recording is automatically transcribed and the results are recorded in Google Sheets. It reduces the effort of minute-taking and helps you focus on core work.
■ Who we recommend this template for ・ Those who have many meetings in Google Meet and feel the workload of minute-taking is a challenge ・ Managers who want to streamline the recording and sharing of meeting content to improve team productivity ・ Members who want to prevent omissions from manual transcription and keep accurate minutes
■ Notes ・ Please connect Google Meet, Google Drive, and Google Sheets to Yoom. ・ You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・ The minimum trigger interval varies by plan. ・ Executing operations across a "Wait" step is only available on the Team Plan and Success Plan. On the Free and Mini plans, operations and Data Connect configured in the flowbot will result in errors. ・ Paid plans such as the Team Plan and Success Plan include a 2-week free trial. During the free trial you can use apps and features (operations) that are otherwise restricted. ・ The maximum downloadable file size is up to 300 MB. Depending on the app specifications, it may be less than 300 MB. ・ For details on the file size limits for the trigger and each operation, please see the link below. https://intercom.help/yoom/en/articles/9413924 ・ AI operations for OCR or speech transcription are only available on the Team Plan and Success Plan. On the Free and Mini plans, the operations set in the flowbot will result in errors. ・ Paid plans such as the Team Plan and Success Plan include a 2-week free trial. During the free trial you can use apps and AI features (operations) that are otherwise restricted.
Benefits and Examples of Integrating Confluence and Google Sheets
Benefit 1: Centralized Information Management
By integrating Confluence and Google Sheets, you can centrally manage information. Whenever a project page is created in Confluence, if that information is automatically recorded in Google Sheets, it becomes easier to view ongoing project lists and important documents at a glance. For example, in a large-scale project with multiple ongoing tasks, you can list Confluence information in Google Sheets, making it easier to quickly grasp the person in charge and the progress. Additionally, by using the search function in Google Sheets, you can easily find pages created in the past, making data access simple.
Benefit 2: Reducing Manual Work and Preventing Human Errors
Manually transcribing page information created in Confluence to a spreadsheet is not only time-consuming but also prone to errors. Human errors such as input mistakes in page titles, information omissions, and data duplication are not uncommon. However, by automating the input to Google Sheets through this integration, you can prevent human errors. For example, if you automate the process of summarizing customer requests in Confluence and reflecting that information in Google Sheets, you can achieve accurate data management without discrepancies between tools.
Benefit 3: Enhanced Team Collaboration
By integrating Confluence and Google Sheets, information related to each project or task is consolidated in Google Sheets, potentially improving team collaboration. If each team adopts its own management methods, information can become siloed, making it time-consuming to obtain necessary information. However, by implementing this system, information sharing between teams becomes smoother, potentially reducing overall communication costs. For example, if the marketing team creates a new campaign plan page, and its content and links are automatically recorded in Google Sheets, the sales and development teams can quickly access that information.
Conclusion
Integrating Confluence and Google Sheets should greatly contribute to improving information management and operational efficiency. By automatically adding pages created in Confluence to Google Sheets, centralized information management and reduction of manual work can be achieved, and information sharing between teams should become smoother.
With Yoom, you can easily integrate Confluence and Google Sheets without any code, so be sure to give it a try!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
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