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There are 20 modules in this course
In this course, you will learn how to use automation, AI capabilities, and scripting workflows to improve efficiency in Confluence. You will explore task lists, task reports, data tables, templates, AI features, AI integration, workflow automation, API usage, and automation scripting. You will use Confluence to assign and track tasks, structure information in tables, reuse content through templates, and explore AI-supported features for content and workflow enhancement. You will also examine how AI-powered insights can be configured, how workflows can be automated, and how the Confluence API can be used to support integrations and scripting. The course includes a GenAI literacy module and a project module focused on building an automation pipeline. This course is centered on workflow efficiency, automation design, and AI-supported operational practices in Confluence.
In this module, you will understand why Task Lists and macros are powerful tools for modern teamwork. You will explore how automation improves speed and consistency in shared workflows, and how small structural choices reduce manual effort, miscommunication, and rework. By the end of the module, you will be able to clearly articulate the value of Task Lists and explain when automation creates the greatest impact.
What's included
1 video2 readings1 assignment
Show info about module content
1 video•Total 4 minutes
Speed and Consistency: The Real Benefits of Automation•4 minutes
2 readings•Total 12 minutes
Checklists and Macros as Automation Tools•7 minutes
Walkthrough: How to Spot the Bottleneck and Explain Why Task Lists Help Teams Work Better•5 minutes
1 assignment•Total 15 minutes
Hands-On Learning: Why Task Lists Work•15 minutes
Automate with Task Lists: Build and Assign Task Lists in Practice
Module 2•1 hour to complete
Module details
In this module, you will practice applying automation in real work scenarios by inserting a Task List macro, writing clear action items, and assigning ownership to teammates on a shared project page. Through hands-on tasks, you will build confidence turning plans into executable, accountable workflows that you can reuse in release preparation and everyday collaboration.
What's included
1 video2 readings2 assignments
Show info about module content
1 video•Total 5 minutes
Adding a Task List to a Release Prep Page•5 minutes
2 readings•Total 14 minutes
Task Ownership and Accountability in Shared Pages•8 minutes
Walkthrough: How to Design a Release Prep Task List that Scales•6 minutes
2 assignments•Total 35 minutes
Hands-On Learning: Build the Release Prep Task List•15 minutes
Graded Quiz: Task List Automation•20 minutes
Track Tasks & Reports: Tasks Roll Up
Module 3•1 hour to complete
Module details
This module will help you understand how tasks created across individual pages become visible in a consolidated Task Report. You will examine the difference between where a task is written and how it is reported, focusing on the role of space scope, filters, ownership, and task status. Using realistic workplace scenarios, you will practice explaining why tasks surface automatically in a space-level report and why some tasks may not appear. By the end, you will be able to clearly describe task roll-up behavior and explain the conditions that make task reporting reliable and predictable.
What's included
1 video1 reading1 assignment
Show info about module content
1 video•Total 7 minutes
Why Tasks Roll Up?•7 minutes
1 reading•Total 5 minutes
Task Report Macro Basics•5 minutes
1 assignment•Total 15 minutes
Hands-On Learning: Why Tasks Appear in Space-Level Reports•15 minutes
This module focuses on applying task tracking skills in a practical, job-relevant workflow. You will create three tasks with due dates and confirm ownership, then open the Task Report macro to verify that those tasks appear under “My Open Tasks.” Emphasis is placed on validating task visibility using correct scope and filters, not just creating tasks. You will diagnose and correct issues when tasks do not appear as expected, reinforcing strong task hygiene. By completing a short verification log, you will demonstrate your ability to create report-ready tasks and trust the accuracy of consolidated task reporting.
What's included
2 videos1 reading2 assignments
Show info about module content
2 videos•Total 13 minutes
Create Tasks and Open Reports•6 minutes
Diagnosing Missing Tasks in Task Reports•8 minutes
Graded Quiz: Building Trustworthy Task Reports•20 minutes
Build Data Tables: Understand the Steps to Build a Data Table
Module 5•1 hour to complete
Module details
In this module, you will explore why tables are essential for productivity, understand the key steps involved in creating them, and practice building a basic table using best practices.
What's included
1 video1 reading1 assignment
Show info about module content
1 video•Total 4 minutes
Creating Tables Efficiently•4 minutes
1 reading•Total 6 minutes
Table Creation Fundamentals•6 minutes
1 assignment•Total 15 minutes
Hands-On Learning: Practice Building a Basic Table•15 minutes
Build Data Tables: Build a Project Milestones Table
Module 6•1 hour to complete
Module details
In this module, you will create and populate a project milestones table with deliverables and deadlines, demonstrating how tables support effective tracking, planning, and project communication.
What's included
1 video1 reading2 assignments
Show info about module content
1 video•Total 6 minutes
Populating a Milestones Table•6 minutes
1 reading•Total 6 minutes
Designing Effective Milestone Tables•6 minutes
2 assignments•Total 35 minutes
Hands-On Learning: Create the Milestones Table•15 minutes
Graded Quiz: Build Data Tables•20 minutes
Use & Create Templates: Why Templates Matter: Enforcing Brand Consistency
Module 7•1 hour to complete
Module details
This module focuses on why templates are critical for IT and platform governance. You will examine how templates enforce fonts, colours, layouts, and structural standards at scale, and how this reduces operational risk and rework across teams.
Why Templates Matter: The Foundation of Brand Consistency at Scale•4 minutes
Walkthrough - Analysing How Templates Enforce Branding Consistency •2 minutes
1 assignment•Total 15 minutes
Hands-On Learning: Analysing How Templates Enforce Branding Consistency•15 minutes
Use & Create Templates: Creating and Sharing Templates with Your Team
Module 8•1 hour to complete
Module details
This module shifts from understanding to execution. You will practice converting a real page into a reusable template, naming it correctly, and sharing it with the appropriate team access to support standardized workflows.
What's included
2 videos2 readings2 assignments
Show info about module content
2 videos•Total 11 minutes
Stopping the Drift: Converting and Sharing Team Templates•5 minutes
Demo: Save as Template and Set Team Access•5 minutes
2 readings•Total 9 minutes
Creating and Sharing Templates with Your Team•6 minutes
Walkthrough - Creating and Sharing a Reusable Team Template•3 minutes
2 assignments•Total 35 minutes
Hands-On Learning: Creating and Sharing a Reusable Team Template•15 minutes
Graded Quiz: Applying Templates for Brand Consistency and Team Reuse •20 minutes
Explore AI Features: Foundations of AI in Confluence
Module 9•1 hour to complete
Module details
In this module, you will develop a practical understanding of what “AI” means within Confluence and how it shows up through specific features and add-ons. Rather than treating AI as a broad or abstract concept, the lesson focuses on concrete examples you are likely to encounter in their daily work, such as content suggestions and automatic summaries. You will examine how these features support productivity, what problems they are designed to solve, and how to distinguish AI-powered functionality from standard collaboration or formatting tools. By the end, you will be able to clearly define AI in this context and correctly identify at least two Confluence features that use AI.
What's included
1 video2 readings2 assignments
Show info about module content
1 video•Total 8 minutes
Recognizing AI-Powered Features in Confluence•8 minutes
2 readings•Total 8 minutes
AI Features in Confluence: What Counts and Why It Matters?•5 minutes
Walkthrough: How to Identify AI Features in Confluence•3 minutes
2 assignments•Total 25 minutes
Hands-On Learning: Identify AI Features in Common Scenarios•15 minutes
Practice Quiz: Identify AI-Powered Features in Confluence•10 minutes
Explore AI Features: Applying AI to Capture and Organize Ideas
Module 10•1 hour to complete
Module details
In this module, you will move from recognizing AI features to applying them inside a real Confluence workflow. You will be introduced to Confluence pages as collaborative, living documents and practice building a structured page that can be updated over time. You will then use Confluence AI assistance to generate a summary paragraph and place it intentionally within the page so it supports team alignment and decision-making. By the end, you will produce an “AI Ideas” page that includes a clear structure, an AI-generated summary paragraph, and at least one organization element that makes the page easy to maintain.
What's included
1 video2 readings2 assignments
Show info about module content
1 video•Total 7 minutes
Confluence Pages as Living Documents: Structure, Navigation, and Intent•7 minutes
2 readings•Total 8 minutes
Quick Guide: Creating, Organizing, and Updating Confluence Pages•5 minutes
Walkthrough: Create an AI Ideas Page in Confluence•3 minutes
2 assignments•Total 35 minutes
Hands-On Learning: Create an “AI Ideas” Page and Insert an AI-Generated Summary Paragraph•15 minutes
Graded Quiz: Using AI Features Responsibly in Confluence Workflows•20 minutes
Integrate AI Insights: Connecting AI to Generate Insights
Module 11•1 hour to complete
Module details
You will connect an AI model to project content and configure automated insight generation to support ongoing visibility and decision-making.
What's included
2 videos2 readings2 assignments
Show info about module content
2 videos•Total 10 minutes
AI Models and Project Content•6 minutes
Connecting AI to Project Pages•4 minutes
2 readings•Total 7 minutes
Configuring Insight Sources and Schedules•5 minutes
Walkthrough: Design an AI Insight Workflow in Confluence•2 minutes
2 assignments•Total 25 minutes
Hands-On Learning: Design an AI Insight Workflow•15 minutes
Practice Quiz: Integration Setup Check•10 minutes
Integrate AI Insights: Testing and Optimizing AI Insights
Module 12•1 hour to complete
Module details
You will evaluate AI-generated insights for accuracy and presentation quality, then refine parameters to improve reliability and usability.
What's included
2 videos2 readings2 assignments
Show info about module content
2 videos•Total 11 minutes
Prompts, Parameters, and Accuracy•6 minutes
Refining Prompts and Layout•4 minutes
2 readings•Total 11 minutes
Evaluating AI Insight Quality•6 minutes
Walkthrough: Optimize an AI Insight Setup•5 minutes
2 assignments•Total 35 minutes
Hands-On Learning: Optimize an AI Insight Setup•15 minutes
Graded Quiz: Integrate AI Insights•20 minutes
Automate Workflows Quickly: Build Automated Confluence Workflows That Work
Module 13•1 hour to complete
Module details
You will design and implement a practical Confluence automation rule that eliminates manual status updates. The module focuses on rule logic, triggers, conditions, and safe deployment.
What's included
3 videos1 reading1 assignment
Show info about module content
3 videos•Total 14 minutes
What Confluence Automation Can and Cannot Do•6 minutes
Building the Rule: From “Ready” Label to “In Review” status•5 minutes
Testing and Validating Automation Rules Safely•4 minutes
1 reading•Total 8 minutes
How Confluence Automation Actually Evaluates Rules•8 minutes
1 assignment•Total 15 minutes
Hands-On Learning: Automate Page Status Changes Using Labels•15 minutes
Automate Workflows Quickly: Monitor, Debug, and Refine Automation Rules
Module 14•1 hour to complete
Module details
You will monitor automation outcomes, identify false triggers on archived pages, and refine rules using JQL for accuracy and efficiency.
What's included
2 videos1 reading2 assignments
Show info about module content
2 videos•Total 8 minutes
Understanding Automation Execution Logs in Confluence•4 minutes
Identifying False Triggers and Refining JQL Conditions•4 minutes
1 reading•Total 5 minutes
Why Automation Rules Misfire: Archived Pages and Scope Drift•5 minutes
2 assignments•Total 30 minutes
Hands-On Learning: Debug and Refine an Automation Rule•10 minutes
Graded Quiz: Automate and Optimize a Confluence Workflow•20 minutes
Script with Confluence API: Extracting Governance Data with the Confluence API
Module 15•1 hour to complete
Module details
This module establishes the foundation for automated governance reporting by walking you through Confluence REST API fundamentals and the /content endpoint. You will focus on authentic API usage, filtering by labels, and structuring responses for downstream dashboards.
What's included
1 video1 reading2 assignments
Show info about module content
1 video•Total 4 minutes
Understanding the Confluence REST API and /content Endpoint•4 minutes
1 reading•Total 6 minutes
Label-Driven Content Models for Governance•6 minutes
2 assignments•Total 25 minutes
Hands-On Learning: Design the Risk Content Extraction Flow•15 minutes
Practice Quiz: Identifying the Right API Calls•10 minutes
Script with Confluence API: Optimizing Confluence API Scripts for Performance and Scale
Module 16•1 hour to complete
Module details
This module focuses on evaluating and optimizing Confluence API scripts for real-world scale. You will analyze runtime behavior, identify inefficiencies, and apply pagination and rate-limit strategies to reduce API calls while preserving data integrity. The module emphasizes decision-making, tradeoffs, and documentation practices required for production-ready automation.
What's included
2 videos1 reading2 assignments
Show info about module content
2 videos•Total 8 minutes
Measuring Script Performance in API Workflows•4 minutes
Reducing API Calls Without Losing Data•4 minutes
1 reading•Total 6 minutes
Pagination and Rate Limits in Confluence APIs•6 minutes
2 assignments•Total 35 minutes
Hands-On Learning: Optimize the Risk Export Strategy•15 minutes
Graded Quiz: Confluence API Automation and Optimization •20 minutes
In this module, you will understand why automation matters and how Bash scripts replace fragile manual processes. You will build a secure, scheduled backup script that runs reliably without human intervention.
Practice Quiz: Spot the Automation Anti-Pattern•10 minutes
Write Automation Scripts: Optimize and Scale Automation
Module 18•1 hour to complete
Module details
In this module, you will move beyond “the script works” to “the script works well.” You will evaluate automation performance using logs and execution data, identify bottlenecks, and refine scripts to significantly improve efficiency. You will begin practicing how to think like an automation owner reviewing, optimizing, and justifying improvements based on evidence.
What's included
2 videos1 reading2 assignments
Show info about module content
2 videos•Total 12 minutes
Cutting Runtime with Parallel Execution•7 minutes
Reading Logs Like a Performance Review•5 minutes
1 reading•Total 8 minutes
Where Automation Scripts Lose Time•8 minutes
2 assignments•Total 35 minutes
Hands-On Learning: Reduce Backup Runtime from 90 to 45 Minutes•15 minutes
This module equips you to use generative AI to improve how documentation and automation work is performed in real IT management contexts. You will learn not just how to use AI tools, but when and why to use them to achieve better outcomes. You will apply AI to real tasks such as drafting documentation, improving automation scripts, and optimizing workflows—while evaluating its impact on speed, quality, consistency, and effort reduction. You will also develop judgment in identifying when AI is appropriate, when manual work is preferable, and how to ensure outputs are accurate, reliable, and production-ready. By the end, you will be able to use AI as a practical productivity and decision-making tool, improving both efficiency and quality in your day-to-day work.
What's included
1 video2 readings3 assignments
Show info about module content
1 video•Total 3 minutes
AI as Your Documentation & Automation Accelerator•3 minutes
2 readings•Total 18 minutes
AI Tools for Documentation & Automation•10 minutes
Responsible AI in Technical Workflows•8 minutes
3 assignments•Total 35 minutes
Guided Practice Scenario: Improving Documentation & Automation with AI•10 minutes
Hands-on Learning: Improve Your Workflow with AI•15 minutes
Graded Quiz: AI for Documentation and Automation•10 minutes
Project Module: Automation Pipeline Build
Module 20•1 hour to complete
Module details
Automation enables teams to reduce manual effort, improve consistency, and scale workflows effectively. In this project, you will act as an IT Manager responsible for transforming a manual workflow into an automated system using Confluence and related tools. You will analyze an existing process, identify inefficiencies, and design an end-to-end automation pipeline that integrates rules, scripts, and optional AI components. You will implement trigger-based and scheduled automation, develop an API-based script, and document the system architecture and configuration. Beyond implementation, you will evaluate the effectiveness of your automation by comparing manual and automated workflows, identifying efficiency gains, and assessing system reliability. You will also justify your design decisions, considering trade-offs such as complexity, maintainability, and user experience. The final outcome is a fully documented automation system that demonstrates both technical capability and strategic decision-making, reflecting real-world expectations for IT management roles.
What's included
2 readings1 assignment
Show info about module content
2 readings•Total 10 minutes
Why This Project Matters•5 minutes
Project Requirements•5 minutes
1 assignment•Total 70 minutes
Automation Pipeline Build•70 minutes
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