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Confluence Quickstart Guide

Connect Confluence to MeetGeek to turn meeting summaries and highlights into Confluence pages automatically.

Written by Dan Huru

Confluence integrates with MeetGeek to turn your meeting summaries and highlights into Confluence pages, filed in the right space automatically. Create a page from a past meeting on demand, or set a workflow to file every future call — no more copying notes across tabs.

In this guide:


Connect Confluence to MeetGeek

  1. In the MeetGeek dashboard, go to the Integrations & Automations page and click the Confluence card.

  1. Click Connect.

  2. In Confluence, click Accept to grant MeetGeek access to your workspace.

  1. You'll be redirected back to the MeetGeek Integrations & Automations page. The integration is now active.


Set your default Confluence settings

On the Integrations & Automations page, click the Confluence card and select Settings to set your account defaults:

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.

Note: These are account defaults — every page MeetGeek creates lands in the site, space, and parent page you set here. You can skip this step and set custom rules per meeting instead.


Share a past meeting manually

To share specific highlights, open the meeting's Highlights section, select the ones you want, and click Share highlights.

Select the Confluence site, space, and optional parent page (the defaults are pre-filled, but you can change them), then click Send. A page with your highlights appears in the chosen space.

To share a full meeting summary instead, open the meeting and click Share meeting.

Select the Confluence logo, choose the site, space, and optional parent page, and the summary publishes as a new page right away.


Set up an automated workflow

A workflow sends every summary or highlight to Confluence automatically, right after the call is analyzed.

Note: Automated workflows are included in the paid MeetGeek plans, starting from Pro.

  1. Go to the Workflows tab.

  1. Click Create new workflow and set Send to to Confluence.

  1. Complete the remaining fields:

    • Given a — choose Meeting to sync a full summary, or Highlight to sync specific highlights.

    • Whose name contains — for a meeting, enter the meeting name (full name for recurring calls, or part of it if titles vary). For a highlight, enter the highlight name (e.g. "Task", "Decision", "Fact", or a custom highlight).

    • Site — the Confluence site your content is sent to.

    • Space — the space within that site where the new page is created.

    • Page (optional) — the parent page your new content nests under. Leave it blank to send pages to the top level of the space.

  2. Click Save workflow. Matching meetings and highlights sync to Confluence a few minutes after each meeting ends.

Note: 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.


Disconnect Confluence

  1. Go to the Integrations & Automations page and find Confluence in your connected apps.

  2. Go to Settings > Disconnect > Save.

Note: Disconnecting removes all workflows set for Confluence in MeetGeek.


Need Help?

If you have any questions or need assistance, reach out at [email protected] or use the chat messenger in the MeetGeek app.


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