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.
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推荐体验
推荐体验
中级
Familiarity with workflow processes, structured task management, and basic concepts related to APIs, scripting, or automation is recommended.
推荐体验
推荐体验
中级
Familiarity with workflow processes, structured task management, and basic concepts related to APIs, scripting, or automation is recommended.
您将学到什么
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
要了解的详细信息
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该课程共有20个模块
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.
涵盖的内容
1个视频2篇阅读材料1个作业
1个视频•总计4分钟
- Speed and Consistency: The Real Benefits of Automation•4分钟
2篇阅读材料•总计12分钟
- Checklists and Macros as Automation Tools•7分钟
- Walkthrough: How to Spot the Bottleneck and Explain Why Task Lists Help Teams Work Better•5分钟
1个作业•总计15分钟
- Hands-On Learning: Why Task Lists Work•15分钟
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.
涵盖的内容
1个视频2篇阅读材料2个作业
1个视频•总计5分钟
- Adding a Task List to a Release Prep Page•5分钟
2篇阅读材料•总计14分钟
- Task Ownership and Accountability in Shared Pages•8分钟
- Walkthrough: How to Design a Release Prep Task List that Scales•6分钟
2个作业•总计35分钟
- Graded Quiz: Task List Automation•20分钟
- Hands-On Learning: Build the Release Prep Task List•15分钟
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.
涵盖的内容
1个视频1篇阅读材料1个作业
1个视频•总计7分钟
- Why Tasks Roll Up?•7分钟
1篇阅读材料•总计5分钟
- Task Report Macro Basics•5分钟
1个作业•总计15分钟
- Hands-On Learning: Why Tasks Appear in Space-Level Reports•15分钟
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.
涵盖的内容
2个视频1篇阅读材料2个作业
2个视频•总计13分钟
- Create Tasks and Open Reports•6分钟
- Diagnosing Missing Tasks in Task Reports•8分钟
1篇阅读材料•总计5分钟
- Task Hygiene for Reporting•5分钟
2个作业•总计35分钟
- Graded Quiz: Building Trustworthy Task Reports•20分钟
- Hands-On Learning: Task Report Verification Log•15分钟
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.
涵盖的内容
1个视频1篇阅读材料1个作业
1个视频•总计4分钟
- Creating Tables Efficiently•4分钟
1篇阅读材料•总计6分钟
- Table Creation Fundamentals•6分钟
1个作业•总计15分钟
- Hands-On Learning: Practice Building a Basic Table•15分钟
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.
涵盖的内容
1个视频1篇阅读材料2个作业
1个视频•总计6分钟
- Populating a Milestones Table•6分钟
1篇阅读材料•总计6分钟
- Designing Effective Milestone Tables•6分钟
2个作业•总计35分钟
- Graded Quiz: Build Data Tables•20分钟
- Hands-On Learning: Create the Milestones Table•15分钟
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.
涵盖的内容
1个视频2篇阅读材料1个作业
1个视频•总计5分钟
- Scaling Consistency: Why Templates Outperform Manual Formatting •5分钟
2篇阅读材料•总计6分钟
- Why Templates Matter: The Foundation of Brand Consistency at Scale•4分钟
- Walkthrough - Analysing How Templates Enforce Branding Consistency •2分钟
1个作业•总计15分钟
- Hands-On Learning: Analysing How Templates Enforce Branding Consistency•15分钟
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.
涵盖的内容
2个视频2篇阅读材料2个作业
2个视频•总计11分钟
- Stopping the Drift: Converting and Sharing Team Templates•5分钟
- Demo: Save as Template and Set Team Access•5分钟
2篇阅读材料•总计9分钟
- Creating and Sharing Templates with Your Team•6分钟
- Walkthrough - Creating and Sharing a Reusable Team Template•3分钟
2个作业•总计35分钟
- Graded Quiz: Applying Templates for Brand Consistency and Team Reuse •20分钟
- Hands-On Learning: Creating and Sharing a Reusable Team Template•15分钟
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.
涵盖的内容
1个视频2篇阅读材料2个作业
1个视频•总计8分钟
- Recognizing AI-Powered Features in Confluence•8分钟
2篇阅读材料•总计8分钟
- AI Features in Confluence: What Counts and Why It Matters?•5分钟
- Walkthrough: How to Identify AI Features in Confluence•3分钟
2个作业•总计25分钟
- Hands-On Learning: Identify AI Features in Common Scenarios•15分钟
- Practice Quiz: Identify AI-Powered Features in Confluence•10分钟
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.
涵盖的内容
1个视频2篇阅读材料2个作业
1个视频•总计7分钟
- Confluence Pages as Living Documents: Structure, Navigation, and Intent•7分钟
2篇阅读材料•总计8分钟
- Quick Guide: Creating, Organizing, and Updating Confluence Pages•5分钟
- Walkthrough: Create an AI Ideas Page in Confluence•3分钟
2个作业•总计35分钟
- Graded Quiz: Using AI Features Responsibly in Confluence Workflows•20分钟
- Hands-On Learning: Create an “AI Ideas” Page and Insert an AI-Generated Summary Paragraph•15分钟
You will connect an AI model to project content and configure automated insight generation to support ongoing visibility and decision-making.
涵盖的内容
2个视频2篇阅读材料2个作业
2个视频•总计10分钟
- AI Models and Project Content•6分钟
- Connecting AI to Project Pages•4分钟
2篇阅读材料•总计7分钟
- Configuring Insight Sources and Schedules•5分钟
- Walkthrough: Design an AI Insight Workflow in Confluence•2分钟
2个作业•总计25分钟
- Hands-On Learning: Design an AI Insight Workflow•15分钟
- Practice Quiz: Integration Setup Check•10分钟
You will evaluate AI-generated insights for accuracy and presentation quality, then refine parameters to improve reliability and usability.
涵盖的内容
2个视频2篇阅读材料2个作业
2个视频•总计11分钟
- Prompts, Parameters, and Accuracy•6分钟
- Refining Prompts and Layout•4分钟
2篇阅读材料•总计11分钟
- Evaluating AI Insight Quality•6分钟
- Walkthrough: Optimize an AI Insight Setup•5分钟
2个作业•总计35分钟
- Graded Quiz: Integrate AI Insights•20分钟
- Hands-On Learning: Optimize an AI Insight Setup•15分钟
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.
涵盖的内容
3个视频1篇阅读材料1个作业
3个视频•总计14分钟
- What Confluence Automation Can and Cannot Do•6分钟
- Building the Rule: From “Ready” Label to “In Review” status•5分钟
- Testing and Validating Automation Rules Safely•4分钟
1篇阅读材料•总计8分钟
- How Confluence Automation Actually Evaluates Rules•8分钟
1个作业•总计15分钟
- Hands-On Learning: Automate Page Status Changes Using Labels•15分钟
You will monitor automation outcomes, identify false triggers on archived pages, and refine rules using JQL for accuracy and efficiency.
涵盖的内容
2个视频1篇阅读材料2个作业
2个视频•总计8分钟
- Understanding Automation Execution Logs in Confluence•4分钟
- Identifying False Triggers and Refining JQL Conditions•4分钟
1篇阅读材料•总计5分钟
- Why Automation Rules Misfire: Archived Pages and Scope Drift•5分钟
2个作业•总计30分钟
- Graded Quiz: Automate and Optimize a Confluence Workflow•20分钟
- Hands-On Learning: Debug and Refine an Automation Rule•10分钟
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.
涵盖的内容
1个视频1篇阅读材料2个作业
1个视频•总计4分钟
- Understanding the Confluence REST API and /content Endpoint•4分钟
1篇阅读材料•总计6分钟
- Label-Driven Content Models for Governance•6分钟
2个作业•总计25分钟
- Hands-On Learning: Design the Risk Content Extraction Flow•15分钟
- Practice Quiz: Identifying the Right API Calls•10分钟
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.
涵盖的内容
2个视频1篇阅读材料2个作业
2个视频•总计8分钟
- Measuring Script Performance in API Workflows•4分钟
- Reducing API Calls Without Losing Data•4分钟
1篇阅读材料•总计6分钟
- Pagination and Rate Limits in Confluence APIs•6分钟
2个作业•总计35分钟
- Graded Quiz: Confluence API Automation and Optimization •20分钟
- Hands-On Learning: Optimize the Risk Export Strategy•15分钟
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.
涵盖的内容
1个视频2篇阅读材料2个作业
1个视频•总计5分钟
- Backing Up Attachments with Bash•5分钟
2篇阅读材料•总计16分钟
- Bash Scripts for Non-Engineers•8分钟
- Encrypting and Uploading to S3 Safely•8分钟
2个作业•总计25分钟
- Hands-On Learning: Nightly Encrypted Backup Script•15分钟
- Practice Quiz: Spot the Automation Anti-Pattern•10分钟
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.
涵盖的内容
2个视频1篇阅读材料2个作业
2个视频•总计12分钟
- Cutting Runtime with Parallel Execution•7分钟
- Reading Logs Like a Performance Review•5分钟
1篇阅读材料•总计8分钟
- Where Automation Scripts Lose Time•8分钟
2个作业•总计35分钟
- Graded Quiz: Automation Performance Review•20分钟
- Hands-On Learning: Reduce Backup Runtime from 90 to 45 Minutes•15分钟
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.
涵盖的内容
1个视频2篇阅读材料3个作业
1个视频•总计3分钟
- AI as Your Documentation & Automation Accelerator•3分钟
2篇阅读材料•总计18分钟
- AI Tools for Documentation & Automation•10分钟
- Responsible AI in Technical Workflows•8分钟
3个作业•总计35分钟
- Graded Quiz: AI for Documentation and Automation•10分钟
- Guided Practice Scenario: Improving Documentation & Automation with AI•10分钟
- Hands-on Learning: Improve Your Workflow with AI•15分钟
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.
涵盖的内容
2篇阅读材料1个作业
2篇阅读材料•总计10分钟
- Why This Project Matters•5分钟
- Project Requirements•5分钟
1个作业•总计70分钟
- Automation Pipeline Build•70分钟
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