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Jira + Confluence documentation process

Leonardo Zevallos Guzman
Contributor
September 11, 2024

Dear community, I would like to share an idea that I want to do in my organization. We are currently going through a process of improving our software project management methodology where we want to use documents offered by the scrum methodology and we were using Confluence, taking advantage of the fact that we already use JIRA CLOUD. Now my question was whether Confluence or Jira support the idea of ​​automating documents. Let me explain, in Jira we have custom fields with the necessary information to be able to put together a pseudo project charter. My question is, is it possible to do, for example, with an automation that allows you to create project charter documents or something like that in Confluence, but that is automatically completed with the data that is in the JIRA issues. It can already be done with an automation in Jira or in Confluence. I would like to know if some of you already carry out a process similar to what I want to do or if it is possible to do it. I would appreciate seeing your comments.

2 answers

0 votes
Aron Gombas _Midori_
Community Champion
December 31, 2024

@Leonardo Zevallos Guzman There is an automation action among the standard ones to create Confluence pages. As far as I know it even supports page templates, so it should be straightforward to create pages that follow a certain structure and even initialize them with dynamic values (issue field values).

Here is a tutorial that explains this: https://confluence.atlassian.com/jirakb/how-to-create-confluence-page-automatically-with-jira-issue-content-once-jira-issue-created-in-jira-service-management-cloud-1189506097.html

Armin Meyer _Seibert - Coderay_
Atlassian Partner
January 2, 2025

@Leonardo Zevallos Guzman  Aron provided the out-of-the-box-solution by using Jira Automation. This is sufficient if you want to have a one time page creation at a certain point of the issue lifecycle.

If you want the documentation in Confluence to be in sync with the Jira issue you could also use our App "Autopage" that complements Jira Automation. On top of simple page creation you can define page templates with dynamic macros that keep the documentation in sync between Jira and Confluence. The content from Jira can be formatted in the template in order to get a good looking documentation page.

You'll find the app here in the Marketplace and it's possible to test it for free:

AutoPage (Documentation in sync for Jira & Confluence)

 

0 votes
Jim Knepley - ReleaseTEAM
Atlassian Partner
September 11, 2024

It would be simple enough to build a process to fill in a template based on Jira fields and create a Confluence page from it.

What might be more fun is to have that "template" be a prompt to Atlassian Intelligence and have the gen AI write the charter for you. Unfortunately, as far as I know, there is no API access to Atlassian Intelligence (yet). You could integrate it with another generative service, but Atlassian Intelligence would benefit from having the context of your entire site.

Leonardo Zevallos Guzman
Contributor
September 11, 2024

So naturally if I have both products could I do what I want? Without using any extra program or extension?

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