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Confluence Integration

Updated over 2 weeks ago

Leverage Confluence Integration with Hatz AI: Features and Tools Guide

The integration of Confluence and Hatz AI unlocks a wealth of opportunities for users looking to supercharge their workflow with the power of Hatz AI. Whether you're managing team collaboration, streamlining your documentation, or automating knowledge management, this fusion brings exceptional capabilities to your fingertips.

This guide will walk you through the features and tools provided by the Confluence tool with Hatz AI's capabilities.


What is the Confluence Tool?

The Confluence tool is a feature-rich integration that allows users to connect and interact directly with Confluence. It supports a wide range of tools for managing pages, blog posts, spaces, and tracking content changes. With Hatz AI now connected to this tool, you can automate tasks, gain predictive insights, and perform intelligent operations across your Confluence data.


How and What Can a User Access?

Each user on the Hatz platform is required to connect their individual Confluence account through our secure integration setup, following Confluence's authentication process.

This process ensures that the integration strictly complies with Confluence’s security protocols while respecting the access permissions and rules assigned to each user’s account.

It’s important to note that the Hatz Confluence integration will never exceed the access levels granted to the user within Confluence, guaranteeing alignment with the platform’s governance policies. As a result, outcomes and available features may vary depending on each user’s specific permissions and authenticated access.

Features of the Confluence Integration Tool

1. Seamless Page Management

  • Create, fetch, update, or delete pages in Confluence directly from Hatz AI.

  • Manage and sync documentation across platforms with built-in automation powered by Hatz AI.

  • Track page versions and view the history of changes.

  • Retrieve page ancestors and child pages to understand the structure of your knowledge base.

  • Search for specific content within your pages with intelligent ranking.

2. Advanced Blog Post Management

  • Effortlessly create, monitor, and update blog posts stored in Confluence.

  • Manage blog post versions and track changes over time.

  • Retrieve blog posts by ID or lists of blog posts, and get their like counts.

3. Comprehensive Space Management

  • Create and manage Confluence spaces, including private spaces.

  • Retrieve detailed information about spaces and their contents.

  • Add, update, and delete space properties to add custom metadata.

4. Granular Content and Label Management

  • Add, manage, and retrieve labels for pages, blog posts, and attachments.

  • Get attachments from pages and manage their labels.

  • Control content restrictions to see who can view or edit a page or blog post.

  • Manage content properties for pages, blog posts and whiteboards.

5. User and Permission Management

  • Search for users within your Confluence instance.

  • Get information about the currently authenticated user to check permissions.

  • Retrieve permitted operations for a blog post.

6. Collaborative Whiteboard Tools

  • Create and manage whiteboards for collaborative sessions.

  • Add custom metadata to whiteboards using content properties.


Why Use the Confluence Integration with Hatz AI?

Connecting your Confluence data and leveraging Hatz AI allows you to:

  • Reduce Time Spent on Manual Tasks: Automate repetitive tasks like creating pages, adding labels, and managing content.

  • Drive Data-Driven Decisions: AI-powered analytics uncover actionable trends and patterns hidden in your Confluence data.

  • Enhance Productivity: Use intelligent automation to handle workflows and focus your team on high-value activities like content creation and collaboration.

  • Streamline Operations: The seamless integration ensures all your Confluence data is easily accessible and actionable.

Real-Life Use Cases

Scenario 1: Automated Documentation Workflows

With the Confluence toolkit, you can automatically create new pages or update existing ones based on triggers from other systems. For example, when a new feature is released in your product, Hatz AI can automatically create a new documentation page in Confluence.

Scenario 2: AI-Powered Knowledge Management

Create and manage your knowledge base using the toolkit, then utilize Hatz AI to analyze content and suggest improvements. Use AI insights to identify outdated documentation, find content gaps, and ensure your knowledge base is always up-to-date.

Scenario 3: Intelligent Content Search and Retrieval

By syncing Confluence pages and blog posts, Hatz AI can perform intelligent searches to find the most relevant information for your query. This helps users find the information they need quickly and efficiently, improving productivity.


Confluence & Hatz AI: Use Case List

This list outlines practical applications of the Hatz AI and Confluence integration. It is categorized by the core features available through the tool, providing examples of direct Chat Prompts for quick, ad-hoc tasks and Workflow Automations for more structured, repeatable processes.

1. Page & Documentation Management

Use Case

Description

Chat Prompt Example

Workflow for Automation

Quick Page Creation

Instantly create a new Confluence page for meeting notes, project plans, or ideas without navigating the Confluence UI.

Create a new page titled "Q4 Project Kick-off Notes" in the "Marketing Team" space.

Project Documentation Setup Workflow:
1. Prompts the user for a new project name and the Confluence space.
2. Creates a main parent page for the project.
3. Creates standard child pages under it: "Meeting Notes," "Project Plan," "Requirements," and "Retrospective."
4. Returns a list of links to the newly created pages.

On-the-Fly Content Updates

Add information or make corrections to an existing page directly from the chat interface.

Find the page titled "API Rate Limits" and add a new paragraph under the 'Standard Tier' section: "The limit will be increased to 100 requests per minute starting next month."

Release Notes Publisher Workflow:
1. Prompts the user for the product version number and a summary of new features/fixes.
2. Finds the main "Product Release Notes" page in Confluence.
3. Creates a new child page for the specific version release.
4. Formats the user's summary with standard headers and posts it to the new page.

Understand Page Hierarchy

Quickly understand where a page fits within your knowledge base by retrieving its parent and child pages.

Show me the parent and any child pages for the "Onboarding Guide for New Engineers" page.

Page Reorganization Planner Workflow:
1. User provides the title of a page they want to move.
2. The workflow fetches the page's current ancestors (its path) and its immediate child pages.
3. It presents this structure to the user, helping them visualize the impact before moving the page.

2. Knowledge Management & Content Auditing

Use Case

Description

Chat Prompt Example

Workflow for Automation

Intelligent Content Search

Use natural language to find information buried within your Confluence pages and blog posts.

What is our company's official policy on parental leave? Search the "HR Policies" space.

New Hire Info Pack Workflow:
1. Fetches a predefined list of essential onboarding pages (e.g., "IT Setup," "Company Values," "Benefits Overview").
2. Hatz AI reads and generates a concise, bullet-point summary for each page.
3. Compiles all summaries into a single, easy-to-read "Quick Start Guide" and presents it to the user.

Identify Outdated Content

Find documentation that hasn't been updated recently to keep your knowledge base fresh and accurate.

List all pages in the "Engineering" space that haven't been modified in the last 6 months.

Stale Content Review Workflow:
1. Prompts the user for a Confluence space and a timeframe (e.g., 12 months).
2. Fetches all pages in that space that have not been updated within the specified period.
3. For each page, Hatz AI generates a one-sentence summary.
4. Presents a table of potentially outdated pages, their summaries, and last update dates for review.

Summarize Long Documents

Get the key takeaways from a lengthy Confluence page without having to read it all.

Summarize the key decisions and action items from the page "Steering Committee Meeting - Oct 2024".

Weekly Project Update Summary Workflow:
1. Fetches all pages created in the "Project Phoenix" space in the last 7 days.
2. Hatz AI reads each page and generates a one-paragraph summary.
3. It compiles the summaries into a single "Weekly Digest" and presents it to the project manager.

3. Meeting & Collaboration Support

Use Case

Description

Chat Prompt Example

Workflow for Automation

Meeting Minutes Creation

Instantly scaffold a new page for meeting notes using a standard template.

Create a new page for today's "Daily Stand-up" in the "Agile Team" space with sections for Attendees, Updates, and Blockers.

Meeting Debrief Workflow:
1. Prompts the user for the meeting title and their raw, unformatted notes.
2. Hatz AI cleans up the text, formats it with headers, and identifies potential action items.
3. Creates a new Confluence page with the structured notes.
4. Lists the identified action items at the top of the page for visibility.

Brainstorming Whiteboard Setup

Create a new whiteboard for a collaborative session and link it to a project or meeting page.

Create a new whiteboard named "Q1 Marketing Brainstorm" in the "Marketing" space.

Workshop Preparation Workflow:
1. Prompts the user for the workshop name and the relevant Confluence space.
2. Creates a new Confluence page for the workshop agenda.
3. Creates a new collaborative whiteboard for the session.
4. Adds a link to the whiteboard on the agenda page and returns the page link to the user.

Track Team Engagement

Get a quick sense of which blog posts or announcements are getting the most attention from your team.

Which of the last 5 blog posts in the "Company News" space has the most likes?

Monthly Content Engagement Report:
1. Fetches all blog posts published in a specific space over the last month.
2. Retrieves the like count for each blog post.
3. Ranks the posts from most to least liked.
4. Hatz AI provides a short summary, highlighting the top-performing post and suggesting reasons for its popularity.

4. Content Organization & Administration

Use Case

Description

Chat Prompt Example

Workflow for Automation

Quick Label Management

Add or remove labels from pages and blog posts to improve categorization and searchability.

Add the labels "q4-2024" and "security-review" to the page titled "New Login Authentication Flow".

Content Tagging Workflow:
1. User provides a keyword (e.g., "database") and a label (e.g., "technical-doc").
2. The workflow searches a specified space for all pages containing the keyword.
3. It presents the list of matching pages to the user for confirmation.
4. Upon confirmation, it adds the specified label to all selected pages.

Check Page Restrictions

Quickly verify who has permission to view or edit a sensitive document without opening Confluence.

Show me the content restrictions for the page "2025 Executive Salary Bands".

Space Permissions Audit Workflow:
1. Prompts the user for a Space key.
2. Fetches a list of all pages within that space.
3. For each page, it checks for content restrictions that are different from the space's default permissions.
4. Hatz AI creates a summary report, highlighting any pages with unique or unexpected restrictions for an admin to review.

Manage Custom Metadata

Add structured, custom data to a page or whiteboard using content properties for advanced automation or reporting.

Set a content property on the "Q1 Campaign" whiteboard with the key "status" and the value "in-progress".

Project Status Update Workflow:
1. Prompts the user for a project's main Confluence page and a new status (e.g., "Completed").
2. Updates a content property on the page with {key: 'projectStatus', value: 'Completed'}.
3. Adds the label "archived" to the page.
4. Posts a comment on the page: "Project status updated to Completed."

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