How to create a page in Confluence when a row is added in Google Sheets

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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 "New Connection".

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.

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.
※ Here, we will temporarily set "test-yoom" as the cloud ID.

Similarly, select the ID of each item from the candidates in the screen box.
※ Here, we will temporarily set "My first space" as the space ID.

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 above image, it instructs to create the "Status" of Confluence in the "Status" 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

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.

Automation Example Using Google Sheets

Add a Record When a Row is Added in Google Sheets

By eliminating manual data entry, input errors should decrease, and data accuracy should be maintained.

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.

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.

Example of Automation Using Confluence

Notify When a Page is Created in Confluence

By facilitating smooth collaboration among team members, it becomes possible to improve the efficiency of joint work.

Create content when a page is created in Confluence

Automatically creating content such as documents and tasks can improve team efficiency and allow more time to focus on other tasks.

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!