In this article, we'll go over the steps for integrating MeetGeek with Confluence, the team workspace where your company's knowledge lives.
Once the integration is set up, MeetGeek can turn your meeting summaries and highlights into Confluence pages and file them in the right space automatically. No more copying notes across tabs after every call.
How to integrate Confluence with MeetGeek
Go to the Integrations page and press on the Confluence card.
Click on the "Connect" button on the opened card.
You will be taken to a window in Confluence where you should grant MeetGeek access to your workspace. Click on the "Accept" button.
You will then be taken back to the MeetGeek Integrations page. It means that you successfully enabled the integration of Confluence with your MeetGeek account.
(Optional) Set up the default Confluence settings.
Default Confluence settings
In the MeetGeek dashboard, go to the Integrations page and click on the Confluence card. There you will find the "Settings" button. That button will open a window with all the Confluence settings.
Here's what each field controls:
Site | The Confluence site your meeting content is sent to. If your account has access to more than one site, pick the one you want to use. |
Space | The space within that site where new pages are created (for example, a "Product" or "Sales" space). |
Page (optional) | The parent page your new content nests under. Leave it blank and pages go to the top level of the space. |
These settings serve as the defaults for your account. That means every page MeetGeek creates will land in the same site, space, and parent page you selected here.
You can also skip this step and set up custom rules for different meetings.
How to create pages in Confluence for past meetings
Let's say you just wrapped a call with your team and want the notes documented in Confluence, where everyone can find them later.
To do this, go to the meeting page and navigate to the "Highlights" section. From there, select all or specific highlights and click "Share highlights".
You will be asked to select the Confluence site, space, and (optionally) parent page where you want to add the content. The default settings from your initial setup are displayed, but you can change them if needed.
Click "Send" and a page with your highlights will immediately appear in the chosen space.
If you want to share an entire meeting summary with all conversation highlights to Confluence, go to the meeting page and click the "Share meeting" button.
Then, select the Confluence logo and choose the site, space, and optional parent page where you want to send the summary. Fill in the fields and the summary will be published as a new page in the selected space right away.
How to automatically create pages in Confluence for all meetings
Now, let's review how to automatically send every summary and highlight to Confluence, saving you hours of manual work each week.
To do that, let's create an automated workflow.
Note: Automated workflows are available for users on Pro and higher subscription plans. Review here.
1. Head to the Integrations page in your MeetGeek account and click on the "Workflow" tab:
2. Click on the "Create new workflow" button and you will see the following window:
3. Choose Confluence in the "Send to" field and then complete the rest of the fields.
Where:
Given a: choose 'Meeting' if you want to sync an entire meeting summary to Confluence. Or choose 'Highlight' to sync just specific highlights.
Whose name contains: If you've selected 'Meeting', enter the name of the meeting you wish to send to Confluence. Use the full name if it's a recurring meeting, or part of the name if the meeting titles vary slightly. If you selected 'Highlight', write the type of highlight (e.g. 'Task', 'Decision', 'Fact', or a custom highlight you created from the Meeting Template tab).
Select site: the Confluence site your content is sent to.
Select space: the space within that site where the new page is created.
Select page (optional): the parent page your new content nests under. Leave it blank to send pages to the top level of the space.
Note: In order to create your pages, MeetGeek needs to know which site and space to send them to. A valid workflow must have the site and space set; the parent page is optional.
4. Click "Save workflow" and it will be activated. From now on, every MeetGeek meeting or highlight that matches the rules above is sent to Confluence automatically, a few minutes after the meeting ends.
You can still share any individual meeting manually at any time from the Highlights section or the "Share meeting" button, using the same site, space, and page fields.