Create a new Google Doc when a specific page is created in Confluence

■Overview

Do you find yourself creating meeting notes or knowledge in Confluence, then manually polishing and formatting them in Google Docs before sharing? This kind of manual copy and paste is not only time-consuming but can also lead to human errors, such as transcription mistakes. With this workflow, whenever a specific page is created in Confluence, a Google Doc is automatically generated based on its content, streamlining the connection between Confluence and Google Docs and making document management more efficient.

■Who should use this template

• Anyone who uses Confluence and Google Docs together and finds transferring content between documents time-consuming
• Team leaders who want to eliminate mistakes when sharing information manually and maintain document quality
• DX leaders who want to automate document creation workflows across multiple tools and improve productivity

■Benefits of using this template

• Automate everything from creating a Confluence page to generating a Google Doc, reducing the time spent manually transferring content and creating documents
• Prevent human errors such as missing information or input mistakes during copy and paste by having the system handle the process automatically

■How the Flowbot works

1. First, connect Confluence and Google Docs to Yoom
2. Next, select Confluence as the trigger and set the action to “When a page is created”
3. Then, configure an operation to branch the subsequent process based on specific conditions
4. Next, configure an operation to retrieve the information from the Confluence page created by the trigger
5. If needed, use an AI feature in an operation to summarize and format the retrieved page information
6. Finally, configure the Google Docs actions “Create a new document” and “Append text to the end of the document” in the operation to automatically generate a document based on the formatted information

■Customization options

• When creating a new document in Google Docs, you can insert information such as the page title and body retrieved from Confluence as variables in the document title and body
• If you want to include standard text in the document, you can enter fixed text in the settings and combine it with dynamic information retrieved from Confluence for a customized output

※“Trigger”: An action that starts the flow. “Operation”: An action that processes information within the flow after the trigger starts.

■Notes

• Connect both Confluence and Google Docs to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest trigger interval varies by plan.
• Branching is an available feature (operation) on the Mini plan and above. On the Free plan, configured Flowbot operations will result in an error.
• Paid plans, such as the Mini plan, include a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to restrictions.