Did you know that you can automatically create a page in Confluence just by adding a new row in Google Sheets?
With Yoom, you can easily set it up without any programming knowledge! This integration will allow you to automate simple tasks and increase the time you can focus on other work.
In this article, we will explain in detail how to set up this integration and the benefits of implementing it. Make sure to use it to improve your work efficiency!
Recommended for
Those who use both Google Sheets and Confluence
Those who manage project progress with Google Sheets and feel challenges in information sharing
Business personnel aiming for timely information sharing within the team
Those who want to reduce errors and workload caused by manual data entry
Company personnel looking to improve work efficiency through centralized document management
For those who want to try it immediately
In this article, we introduce the integration method using the no-code tool "Yoom". No complicated settings or operations are required, and even non-engineers can easily achieve it. You can start right away with the template below, so please give it a try!
When a row is added in Google Sheets, create a page in Confluence.
From now on, we will introduce how to create a Flowbot with Yoom, which allows app integration without programming, specifically on "how to create a page in Confluence when a row is added in Google Sheets".
How to Create a Page in Confluence with Content Added to Google Sheets
It is possible to create a page in Confluence using its API triggered by the addition of a row in Google Sheets. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.
This flow is broadly divided into the following processes.
Integrate Google Sheets and Confluence with My Apps
Set a trigger to activate when a row is added in Google Sheets
Set an action to create a page when integrated with Confluence
Update the record in Google Sheets
Turn on the trigger button
First, let's register with Yoom. Yoom offers a 2-week trial. You can actually operate it and check the usability.
Step 1: Integrate Google Sheets and Confluence with My Apps
We will explain how to connect Google Sheets and Confluence to Yoom. Registering My Apps in advance will make the automation setup proceed smoothly.
Enter the name of the app you want to integrate in the box.
Yoom is requesting additional access to your Google account. Press continue. When transitioning to the authentication screen, select Allow all permissions.
If the above display appears after the screen switches, the integration is complete.
■Preparation of Google Sheets
Prepare the Google Sheets where you manage the tasks you want to add. For example, it is set as follows, but you can set the item content as you like.
■Confluence Settings
Click "My Apps" in the left column and search for Confluence from "Add".
Enter your email address and password to continue. With this, the My Apps integration is complete.
Next, copy the template to My Projects and then create a Flowbot. If you haven't copied it yet, please copy the Flowbot template from below.
When a row is added in Google Sheets, create a page in Confluence.
1. Hover over the banner and click "View Details" 2. Click "Try this template" on the page you navigated to 3. Register for Yoom ※ If you have already registered, the login screen will be displayed, so please log in.
Step 2: Set a trigger to activate when a row is added in Google Sheets
From here, we will edit the flowbot.
Please note that the shortest activation interval varies depending on the plan.
Click "When a row is added" on the Google Sheets icon.
Check if there are any errors in the account information to be linked, enter the required items, and click "Next".
Let's set the activation interval. The trigger can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest activation interval varies depending on the plan.
The data from Google Sheets will be displayed, so please click the sheet to be linked. Similarly, set the sheet ID.
Specify the table range.
In this case, the table range of the prepared Google Sheets will be A~F.
Once the settings are complete, press the test button. If the test is successful, it is complete. Click save.
Step 3: Set an action to create a page when linked with Confluence
Click "Create Page" on the Confluence icon.
Check if there are any errors in the account information to be linked, enter the required items, and click "Next".
Set up the API connection. Select the ID of each item from the candidates in the screen box.
Similarly, select the ID of each item from the candidates in the screen box.
Next, set the status of the page. Click inside the box to display the candidates and select one. ※ Here, we will select "Draft".
Next, set the content representation format. Click inside the box to display the candidates and select one. ※ Here, we will select "Storage format".
Set the content of the page. ※ Here, we will temporarily set it with the above content.
Once the settings are complete, click "Test" → "Test Successful" → "Save".
Step 4: Update records in Google Sheets
Set an action to automatically update in Google Sheets.
First, as before, check the account and spreadsheet ID. Also, at the bottom of the same page, you can specify the sheet tab to update the records.
Once each setting is complete, click "Next" to check the connection. If the connection is successfully confirmed, set the conditions for updating the records.
This feature will update the record to the "value of the updated record" in the row that matches the "condition of the record you want to update". In the below image, it instructs to create the "Page ID" of Confluence in the "Page ID" row of Google Sheets.
Once the settings are complete, click "Test" to check if it is reflected in Google Sheets. If it is successfully reflected, all settings are complete.
Step 5: Turn ON the trigger button
Once the flowbot creation is complete, a display like the above will appear. The trigger is initially set to OFF, so turn it ON.
Thank you for setting up!
The template used this time
When a row is added in Google Sheets, create a page in Confluence.
Other Automation Examples Using Google Sheets and Confluence
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Google Sheets and Confluence. All of them can be used with simple settings, so if you find something that interests you, please give it a try!
Other Automation Examples with Google Sheets and Confluence
You can add a page created in Confluence to Google Sheets, or delete a Confluence page when a row is updated. Additionally, you can add footer comments when a row is added.
Delete the Confluence page when a row is updated in Google Sheets.
■Overview The 'When a row is added in Google Sheets, create an Airtable record' flow is a business workflow that streamlines daily data management tasks. For example, when the sales team adds new customer information to a spreadsheet, that data is automatically reflected in Airtable. This integration reduces the effort and errors of manual data entry and enables accurate information sharing. As a result, it automates the data flow between Google Sheets and Airtable, significantly improving operational efficiency.
■Recommended for ・Teams or individuals who regularly use Google Sheets and Airtable ・Business professionals who want to reduce data entry effort and improve work efficiency ・Administrators who want to prevent human errors associated with manual data integration ・Those who want to centrally manage information across multiple tools and automate business processes ・Those interested in leveraging Yoom to automate business workflows ■Notes ・Please connect both Google Sheets and Airtable with Yoom. ・For the trigger, you can choose a polling interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum polling interval varies by plan.
■Overview Are you manually re-entering customer lists managed in Google Sheets into Salesforce each time? This kind of routine data entry not only takes time, but also leads to human errors such as copy-and-paste mistakes and missing entries. By leveraging this workflow, simply adding a row to Google Sheets will automatically add a record to Salesforce, helping you smoothly resolve data entry challenges.
■Recommended for ・Sales representatives who feel burdened by transferring data between Google Sheets and Salesforce ・Those who want to eliminate manual entry errors and improve consistency and accuracy of customer data ・Those who want to streamline data registration to Salesforce and focus on more core tasks
■Notes ・Please connect Yoom with both Salesforce and Google Sheets. ・You can choose the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan. ・Salesforce is available only on the Team Plan and Success Plan. On the Free Plan or Mini Plan, operations and Data Connect for configured flowbots will result in errors. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are otherwise restricted.
Add users or contacts when a row is added in Google Sheets
This eliminates the need for manual entry, helping to prevent human errors such as input mistakes, omissions, and duplicate entries, while also facilitating smooth information sharing.
When a row is added in Google Sheets, create a contact in Keap.
Get notified when a row is updated in Google Sheets
By automatically sending notifications, you can quickly grasp update information, allowing you to proceed with tasks while ensuring transparency of information.
Notify Microsoft Teams when a row is updated in Google Sheets.
■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 "Create a folder in Microsoft SharePoint when a page is created in Confluence" workflow is a business workflow that facilitates smooth information sharing and file management for teams. Each time a new page is created in Confluence, a corresponding folder is automatically created in SharePoint, making information centralized and organized easy. This enables team members to quickly access necessary materials and information, enhancing work efficiency. ■Who we recommend this template for Team leaders who utilize both Confluence and Microsoft SharePoint IT personnel who want to automate information sharing and file management processes Project managers aiming for efficient document management across multiple projects Business executives who feel wasting time with manual folder creation
■Notes ・Please link both Confluence and Microsoft SharePoint with Yoom. ・Microsoft365 (formerly Office365) has plans for home and general business (Microsoft365 Business), and authentication may fail if you do not subscribe to the general business plan.
■Overview Are you manually copying meeting minutes and specifications created in Confluence into Google Docs as well? Such manual copy-and-paste is not only time-consuming but also prone to issues like missed updates and transcription errors. By leveraging this workflow, when a page is created in Confluence, a Google Docs document will be generated automatically, streamlining the entire set of tasks related to document management.
■Recommended for ・Those who also manage information created in Confluence in Google Docs ・Those who find transferring information between multiple tools cumbersome and want to streamline their work ・Those who want to eliminate issues such as transcription errors that occur with manual document creation
■Notes ・Please connect both Confluence and Google Docs with Yoom. ・For the trigger, you can choose an execution interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum execution interval varies by plan.
Benefits of Integrating Google Sheets with Confluence
Benefit 1: Streamlined Information Sharing
By integrating Google Sheets with Confluence, the latest information is always shared within the team, enabling timely information sharing. For example, when a new task is added to Google Sheets for project management, a page related to that task is automatically created in Confluence. This could eliminate the need to report progress to other members or hold meetings to check progress. Each member can check the latest information on the Confluence page, leading to smoother communication and time savings.
Benefit 2: Reduced Workload
Automating manual data entry tasks can reduce human errors, shorten work time, and potentially lessen the burden on employees. Managing project progress in Google Sheets and manually transferring that information to a Confluence project page is indeed a cumbersome task. By automating this process, the time and effort saved can be allocated to other resources.
Benefit 3: Unified Document Management
Integrating Google Sheets with Confluence allows for centralized management of dispersed information, making it easy to access necessary data. Imagine a scenario where the sales team manages customer information in Google Sheets while simultaneously creating project pages for each customer in Confluence. With automation, you can set it up so that updates in Google Sheets are simultaneously reflected in Confluence pages. All customer-related information is consolidated on the Confluence project page, eliminating the need to search multiple tools when looking for customer information.
Conclusion
Automatically reflecting information entered in Google Sheets in Confluence facilitates smooth information sharing within the team. This ensures that the latest information is always shared, helping to prevent work errors and information leaks.
Additionally, eliminating the hassle of manual data entry can increase the time available to focus on other tasks. Furthermore, since documents are consolidated, you can quickly access the necessary information, potentially leading to smoother decision-making.
Even without programming knowledge, it is easy to set up, so consider implementing it in your team!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
With approximately 8 years of experience in the call center industry, I will share valuable content based on the challenges identified from various perspectives, including those of operators and management. By utilizing Yoom, I aim to communicate ways to enhance operational efficiency and ensure smooth service utilization.
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