A large organisation, maybe a bank, a hospital, a tech company, where the knowledge base is the beating heart of how work gets done. Policies, procedures, best practices - all living inside Confluence.
But here’s the hard truth:
Most teams set it and forget it.
Pages get written. Pages get published. Pages get… dusty.
Until one day, someone relies on an old procedure, and the consequences are real….
It’s 8:30 AM.
Sarah is on her second sip of coffee, glancing at Microsoft Teams as the notifications pile up.
A message from product:
“Hey, is the versioning on the security policy correct? I feel like the last two updates are identical.”
She sighs, snaps a screenshot of the Metadata dashboard, and sends it back:
“The version’s right there in the Metadata panel 😉.”
By the time she gets to the office, her manager swings by:
“Hey, Lara, the Content Owner of an important SOP page, is moving to another team and hands over ownership to Juela. Will the approvers know they are now responsible? Will they even realize this document changed?”
She smiles (nervously), but inside she is relieved.
Thank goodness she sets up Metadata for Confluence with Owner as required fields.
In a traditional Confluence setup, she’d worry, because changing the page metadata wouldn’t trigger any workflow, and the page would remain marked as “Approved” even though the owner just changed. But with the integration of Metadata for Confluence and Workflows for Confluence, it’s different now:
“This update automatically pushes to Workflows for Confluence. The page status changes back to “In approval”, because ownership is a key compliance detail. The assigned approvers get notified automatically that the document needs re-review.”
Note:
Metadata for Confluence by Communardo is an app that lets you add structured, customizable metadata fields to Confluence pages, helping teams organise, filter and report.
Workflows for Confluence by AppFox is a document management lifecycle app, which helps you build complex workflows for your documents: add approvals, statuses, publishing steps, audit trails and much more.
10:00 AM.
The product lead pops into her Teams chat:
“Do you think we can add formal approvals to the security docs? The ISO auditors want to see an approval trail.”
Good thing she just integrated Workflows for Confluence.
She opens the configuration, knowing that:
✅ The Owner fields are already set up in Metadata
✅ Workflows can pull those fields directly into the approval process
Minutes later, the approval flow is live.
She exhales. Not bad.
Lunchtime.
She is out grabbing a sandwich when she sees a Teams ping on her phone:
“Hey, the info security team is asking: when a document’s category changes to ‘Confidential,’ do owners get notified?”
She types back:
“Yep! We set up Workflows to watch for label changes and notify owners when the document transitions to a sensitive stage. Plus you can catch it in the Metadata report.”
3:00 PM.
Weekly review meeting.
Her manager glances at the dashboard and raises an eyebrow:
“I see our knowledge base review rate jumped from 45% to 68% this month. How did you pull that off?”
She grins:
“Metadata app tells us who owns what. Workflows app makes sureit’s approved, up-to-date and quality controlled. We finally ditched the manual follow-up game.”
Late evening.
She closes her laptop, stretches, and glances at the city lights outside.
A small thought crosses her mind:
“Hey — at least this part of the chaos is finally under control.”
She smiles, knowing that while knowledge management isn’t always glamorous, “today you made it just a little easier for everyone.”
Knowledge Managers' day used to be such a mess: pages with no owner, no approvals, no follow-up. Now, Metadata for Confluence keeps our knowledge structured, Workflows for Confluence keep it moving. It’s all about making sure the right people see the right content at the right time.
Yuze Li- Communardo Products
Product Marketing Manager
Communardo
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