Create an automation flow to share articles with customers

You can create an automation flow that shares knowledge base articles based on keywords in the summary of a work item. When a work item is created from a request, a link to an article will be added as a comment for the customer to see.

To create the flow:

  1. From your service space, select Space settings, then Automation.

  2. Select Add flow, then Create a custom flow.

  3. Create a flow with the following properties:

    • When work item created.

    • If work item matches summary ~ <keyword>. Use Else if to add more keywords and related articles to the same flow.

    • Then add comment. Add your comment to the text box, and link the article using the format [Link name|article URL]. Make sure Comment type is set to Public.

Remember not to share the Confluence URL of a knowledge base article directly, as customers likely won’t have access to that Confluence site.

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