Fresh terminology for automation rules and components

An automation ‘rule’ is now a ‘flow', and a ‘component’ is now a 'step’. You may notice some inconsistencies in the documentation while we make this change. Read more about the updates in Automation

Add restrictions to automation steps

Configure site-level controls on your automation steps, to restrict how they can be used. For example, you could restrict the Send email action so that automation flows can only send emails to specific domains. This helps you ensure that your teams' automation flows aren’t sending data to unauthorized external parties.

Before you begin

Add restrictions to a step

  1. Navigate to Global automation

    • For Confluence automation, go to Confluence settings, then Automation

    • For Jira automation, go to Jira settings, then System. Choose Global automation

  2. Select More actions (…), then Configure steps

  3. Select Configure for the action you want to add restrictions to.

Steps that can be restricted

Automation Step

How the allowlist works

Send Email

Restrict to specific email domains (e.g. @example.com, @example.com.au). You can also add specific email addresses (e.g. design@example.com).

Send Web request

Restrict to specific URLs (e.g exampleservice.com)

Send Slack message

Restrict to Slack instances (e.g. example.slack.com/archive…)

Send Teams message

Restrict to Teams instances (e.g. teams.microsoft.com….)

Send Twilio notification

Restrict to specific phone numbers (e.g. 415-2739164)

Things to remember

  • Allowlists can’t be empty: This means that if you enable an allowlist for an action, it must contain at least one entry.

  • Configurations aren’t shared across apps: For example, if you have an allowlist for the Send email action in Jira automation, it won’t apply to the Send email action in Confluence automation flows.

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