Actions in Confluence automation

Rules always end with an action component. Actions are what you want the rule to do, that is, what you want to happen if it executes successfully.

Confluence actions

These actions are specific to automation for Confluence and can be used to organize and manage content in a single space (Space automation) or across multiple spaces at once (Global automation).

Pages and blogs

Archive page

This action removes a standalone page from the content tree and stores it in the archive.

Change page owner

This action transfers page ownership to the person you specify.

When this rule runs, it is transfering ownership on your behalf — as the admin who created the rule.

Change page status

This action changes a page’s content status to a status you specify (for example, “ready for review”).

Content statuses are specific to each space. So, if you’re in Global Automation, the action can’t provide status selections until you set and save the rule’s Scope (in rule details) to a specific space or spaces. Once the scope is saved, both Suggested and Custom statuses will surface as options.

Smart value:

• {{priorContentStatus}}

Copy page

This action publishes a copy of an existing page in a designated location. The rule's trigger often defines the page that gets copied. (So, for example, if the trigger is “when a page is edited”, the edited page is the page that gets copied.)

Select (or type) which space to publish the copies in and, if you’d like, a parent page for them to nest under. You also have the option to update the default page title.

When a page is copied, its labels and view/edit restrictions are copied as well, unless you uncheck the boxes. Comments (both page and inline) and attachments, however, can’t be copied.

Smart values:

• {{page}}

• {{content}}

Delete page

This action deletes a page, sending it to the trash.

“Page” in this context is a distinct content type from “blog”.

Smart values:

• {{content}}

• {{page}}

Manage page public link

This action disables the currently active public link for a page or blocks users from creating a new public link.

Move page

This action moves a page, and any nested pages it may have, to another space you specify.

Select (or type) which space to move the page to. You also have the option to designate a page from the selected space as the parent of the page or nested group that is moving.

Smart values:

• {{content}}

• {{page}}

• {{space}}

Publish new page

This action publishes a new page in a designated location.

Select (or type) which space to publish new pages in and a parent page for them to nest under. You have the option to update the default page title and/or add a page template. (Without a template, the published page will be a blank page with a title.)

Smart values:

• {{content}}

• {{page}}

Restrict page

This action changes a page's view and edit permissions.

Select the permission you’d like to apply from the dropdown. If applicable, you’ll be prompted to enter the names of specific people and/or groups.

Delete blog

This action deletes a blog post, sending it to the trash.

Add comment

This action adds a page comment to the bottom of a page or blog post, as defined by the trigger.

Type your comment in the text field.

Smart values:

• {{comment}}

• {{content}}

• {{space}}

• {{page}} *

• {{blogpost}} *

*- The presence of these smart values is dependent on whether the comment is added to a page or blog post.

Add label

This action adds one or more labels to a page or blog post, as defined by the trigger.

Select (or type) which labels to add.

Smart values:

• {{page}} *

• {{blogpost}} *

• {{content}}

*- The presence of these smart values is dependent on whether the comment is added to a page or blog post.

Remove label

This action removes one or more labels from a page or blog post, as defined by the trigger.

Select (or type) which labels to remove.

Smart values:

• {{page}} *

• {{blogpost}} *

• {{content}}

*- The presence of these smart values is dependent on whether the comment is added to a page or blog post.

Manage watchers

This action adds or removes specific people or groups as watchers on a page or blog post, as defined by the trigger.

Select (or type) which watchers to add or which ones to remove.

Smart values:

• {{page}} *

• {{blogpost}} *

• {{content}}

*- The presence of these smart values is dependent on whether the comment is added to a page or blog post.

Spaces

(Global automation only)

Add space permission

This action gives the specific people and/or groups you specify permission to create, archive, or delete spaces, pages, certain page components, or blogs.

Select (or type) the names of people or groups the action will give permission to. This action will, by default, give them permission to add (create) pages — but you can select different options in each dropdown.

Smart value:

• {{space}}

Archive space

This action removes a space from the Space Directory without fully deleting it, and stores it in a list of Archived Spaces.

Smart value:

• {{space}}

Assign space access

Assign one or more guest users to a space or remove one or more guest users from their currently assigned space.

Block public links in space

This action prevents anyone from accessing a public link for any page in the space.

Atlassian Intelligence (AI)

AI-based actions can take information you pass to them to create summaries or action items using Atlassian Intelligence features.

Generate AI Summary

This action generates an AI-based summary from text you pass to it. This summary is stored in the {{generatedAISummary}} smart value for the duration of the rule execution.

Smart value:

• {{generatedAISummary}}

Generate AI Action Items

This action generates an AI-based list of action items from text you pass to it. These action items are stored in the {{generatedAIActionItems}} smart value for the duration of the rule execution.

Smart value:

• {{generatedAIActionItems}}

Jira actions

These actions allow you to connect Confluence automation and Jira Software, so that a rule triggered in Confluence can make something happen in Jira.

Jira actions are available in both space and global automation.

Issues in Jira Software

Create issue in Jira

This action creates a new issue in a Jira Software project.

For example, you could create a rule that says when a page is published in a particular Confluence space, create a task to review it in a corresponding Jira project.

To configure the Jira issue component:

1. Select the Jira project you’d like the rule to add an issue to.

2. Select the type of issue (epic, bug, task, etc) to create.

3. Type a Summary in the text field to name the issue.

   1. (When the rules runs, a Summary ID number will automatically be added to keep the name unique.)

4. (Optional) Enter a default description in the text field.

5. (Optional) Choose other fields to set (or remove) as defaults.

Different default fields may be shown or required depending on the type of issue you select.

When the issue is viewed in Jira, the person who created the rule will be listed as the Reporter.

Transition issue in Jira

This action changes the status of a Jira issue.

You can use the Destination status dropdown to choose a status or choose a source issue to copy in this transition, for example:

• Copy from issue: copies the status from related issues or an issue on a branch rule.

• Copy from parent: for use with sub-tasks; copies the status from a parent.

• Copy from Epic: copies the status from the issue's associated epic.

• Same status (loop): for use when a transition exists from the current status back to itself; this can be used together with a screen to gather more data from user. For example, an Escalate transition.

Edit issue in Jira

This action adds content to a field in a Jira issue. This could be used to add a note to the Description field or change the assignee. Use the dropdown menu to choose the fields to edit. Edit actions are set up, by default, to send email notifications.

Incidents in Jira Service Management

Create incident in Jira Service Management

This action creates an incident ticket in Jira Service Management. You must select a request type and a service project.

This action, when set up with a manual trigger, would let a user create an incident ticket while viewing Confluence content.

General actions

Notifications

Send email

This action sends an automated email message to designated recipients.

To configure the email component:

1. Enter one or more recipients in the To: field.

2. Select Cc or Bcc to add additional fields and recipients as needed.

3. Type your Subject line and message content in the text fields.

4. Select More options to edit sender information.

Send Microsoft Teams message

This action sends a Microsoft Teams message to a channel.

To configure the Microsoft Teams component:

1. Create an incoming webhook for Microsoft Teams

2. Paste the URL in the appropriate field.

3. Type your automated message title and content in the text fields.

4. (Optional) Select More options to add an image to the message.

Learn more about using automation with Microsoft Teams.

Send Slack message

This action sends a Slack message to a channel or individual.

To configure the Slack component:

1. Create an incoming webhook for Slack

2. Paste the URL in the appropriate field.

3. Type your automated message in the text field.

4. (Optional) Uncheck Sender if you don’t want the message to come from you.

5. (Optional) Enter a new channel or user to override the webhook default.

Learn more about using automation with Slack.

Send Twilio (SMS) message

This action sends an SMS message using the Twilio service.

Enter your Twilio account information in the appropriate fields, including a valid Twilio phone number. Add one or more recipients in the To: field. Type your automated message in the text field.

Send web request

This action sends an outgoing web request to notify another system when a rule is run. You can set this action to return response data that can then be used in a subsequent action.

You can leave the web request body as Empty or enter a custom data format.

Advanced

Create variable

Define your own smart value, which can be used in other actions and conditions in the same rule. The smart value you define can consist of other smart values, as well as math functions.

Log action

This action logs a value to the audit log.