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.

Productivity & Automation

Productivity & Automation
This course is part of Confluence Mastery with AI Integration Essentials Specialization

Instructor: Professionals from the Industry
Access provided by Novartis
Recommended experience
Recommended experience
Intermediate level
Familiarity with workflow processes, structured task management, and basic concepts related to APIs, scripting, or automation is recommended.
Recommended experience
Recommended experience
Intermediate level
Familiarity with workflow processes, structured task management, and basic concepts related to APIs, scripting, or automation is recommended.
What you'll learn
Use task lists, reports, tables, and templates to improve efficiency
Explore AI features and configure AI-powered insights in Confluence
Automate workflows using process automation and scripting
Use the Confluence API to support integrations and automation pipelines
Details to know

Add to your LinkedIn profile
April 2026
See how employees at top companies are mastering in-demand skills

Build your subject-matter expertise
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate

There are 20 modules in this course
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
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
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
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
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
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
2 videos•Total 13 minutes
- Create Tasks and Open Reports•6 minutes
- Diagnosing Missing Tasks in Task Reports•8 minutes
1 reading•Total 5 minutes
- Task Hygiene for Reporting•5 minutes
2 assignments•Total 35 minutes
- Hands-On Learning: Task Report Verification Log•15 minutes
- Graded Quiz: Building Trustworthy Task Reports•20 minutes
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
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
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
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
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.
What's included
1 video2 readings1 assignment
1 video•Total 5 minutes
- Scaling Consistency: Why Templates Outperform Manual Formatting •5 minutes
2 readings•Total 6 minutes
- 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
What's included
1 video2 readings2 assignments
1 video•Total 5 minutes
- Backing Up Attachments with Bash•5 minutes
2 readings•Total 16 minutes
- Bash Scripts for Non-Engineers•8 minutes
- Encrypting and Uploading to S3 Safely•8 minutes
2 assignments•Total 25 minutes
- Hands-On Learning: Nightly Encrypted Backup Script•15 minutes
- Practice Quiz: Spot the Automation Anti-Pattern•10 minutes
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
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
- Graded Quiz: Automation Performance Review•20 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
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
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
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
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.
Instructor

Offered by

Offered by

Coursera brings together a diverse network of subject matter experts who have demonstrated their expertise through professional industry experience or strong academic backgrounds. These instructors design and teach courses that make practical, career-relevant skills accessible to learners worldwide.
Why people choose Coursera for their career

Felipe M.

Jennifer J.

Larry W.

Chaitanya A.
Explore more from Information Technology

Specialization
CCoursera
Specialization
CCoursera
Course

Course
¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.