With Read's Confluence integration, you can push meeting reports directly to Confluence with as little as two clicks. For organizations that like to keep notes in Confluence, this is a great way to ensure your Read meeting notes are shared in a centralized location and searchable alongside all of your other notes and documentation.
Confluence is one of Read's premium integrations, meaning it's only available to users on the Pro, Enterprise, or Enterprise+ plans.
Connecting the integration
Like all of Read's integrations, you can find and enable the Confluence integration from your Apps & Integrations page:
After clicking the "Connect" button, you'll get sent to Atlassian to authorize the connection. If you belong to a Read workspace, you may need to ask a workspace admin to enable the integration first before you can connect. They can do this by going to Manage Workspace > Settings > Integrations and toggling on Confluence.
Once you click "Connect", you'll see a screen that looks similar to this, which shows the different permissions Read requires to enable the integration. Click on "Accept" to proceed:
And that's it! You should get redirected back to the Apps & Integrations page, where Confluence will now appear as "Active".
Using the integration
Using the Confluence integration is as easy as clicking on the Confluence icon in the top-right corner of a meeting report (click the + icon if you don't see it listed):
This will open up a dialog, where you must choose the space, and optionally a parent page you want to create your meeting notes page under. If you don't select a parent page, the notes will be written directly in the root of your space. You can also choose to edit the title (which defaults to the meeting report date and title) and whether or not to include the full transcript:
Please be aware that Confluence doesn't allow two pages in the same space to have the same title, so trying to push a page with a duplicate title will give you a warning and let you opt to overwrite the existing page.
One nice feature of this integration is that it will remember the space and parent page you chose last time, saving you time if you tend to push your notes to the same location.
After you click "Create", assuming no errors, the page will be created immediately and you'll see a green notification in the bottom right of your screen with a link to view the page on Confluence: