Monday.com and Confluence, working together

Monday.com and Confluence, working together

Many companies use Confluence as their wiki but have teams with critical processes in monday.com. Learn how to share, care, and grow!

Table of Contents

Data sharing on Confluence must be automation-first

“The future is but the obsolete in reverse”

Robert Smithson

Robert Smithson was a poet, sculptor, and geo-philosopher. Here, he walks on the Spiral Jetty he build in Salt Lake, Utah

What’s the worst Confluence page that you’ve ever seen?

It’s not a blank document.

Taking screenshots of a report (or any other data artifact) to share the latest status must be one of the crudest horrors in the information age. As soon as you publish them, you’re looking at the past.

When you stumble across a report like this, you’ll know you’re traveling back in time

It’s not acceptable to keep stakeholders informed in the dark with old screenshots that sometimes are not even dated or timestamped.

And yet, there are so many companies doing this or some other form of crappy data communication. Sometimes, for lack of a better alternative!

My wife once had an FP&A job where she would spend half a month preparing a business review presentation where she would basically collate data from a humongous spreadsheet. By the time she was done, data had changed.

And she did this EVERY MONTH.

Cover of Bullshit Jobs - A Theory
I haven’t read this book, but I’m positive reporting on data that is out of date by definition is covered in detail here.

Somewhere in the same universe, companies like mine only look at reports that update permanently through API calls. We live and breathe in an automation-first world, and regularly help our customers jump on the same wagon.

Restoring Confluence as the single source of truth

Whenever Confluence becomes mission critical, its value is almost always tied to the same promise: become the single source of truth for every business process that is worth documenting and sharing with the company at large.

Atlassian's resource on building a Single Source of Truth with Confluence
Atlassian has a detailed landing page on how to build a SSoT for your team with Confluence

That’s why hundreds of companies are already using our integration apps, including monday.com for Confluence. Despite the power of monday, not all team members may have access to it. And the easiest way to break the silo is to allow a smart integration with your company wiki.

It’s never too late to break away with the old reporting habits. So here’s a quick reminder of why you should embed your monday.com boards into Confluence:

Save time with real-time data from monday.com boards.

Updating reports manually is a job of the 20th Century. Nobody should be wasting time pasting updated information as screenshots or plan text, when the source of data can be embedded in Confluence.

Valid insights and reporting from monday.com

The better your data, the more it will be trusted. There is a high correlation between the amount of embedded sources and the adoption of Confluence. Knowing that Confluence is a healthy source increases the chances that relevant decision makers proactively look for data that they need and better inform their decisions – rather than act on impulse or wasting time on redoing the internal research.

There is a high correlation between the amount of embedded sources and the adoption of Confluence.

Complete transparency and access to monday.com for all Confluence users

Many information processes can be hidden from virtually anybody else in the company without harm. As a marketer, I don’t need to know at which stage the payroll is – I only care about being paid on time. But i want to know how sales is progressing with the leads that we generated with our last campaign – without having to bother anyone with 1:1 direct messages for information I can find on my own.

Combining Confluence permission settings and a transparency by default approach is a great way to ensure everyone can find the information they need without drowning in data.

Integrate Confluence With Your Business Apps:

What’s new in monday.com for Confluence: granular sharing of specified items

Up until now, it was only possible to share an entire monday.com board with all of its items.

monday.com table embedded in Confluence
A monday.com board for event planning embedded in a Confluence page is a good way to share the latest status with stakeholders

This is often fine. However, when monday.com is heavily adopted, then boards will tend to go into the hundreds, with more recent items often hiding at the bottom.

Yes, death by scroll is another syndrome of poor information sharing.

For anybody interested in one or two details, the chances of actually making sense of the embed and finding what matters are slim.

It’s different when you can actually cherry pick and select the items!

How to share monday.com items

With the new version, monday.com users have full control over which information they want to share in Confluence.

Simply:

  • choose to share specific items instead of the full board
  • Select what you want to be displayed
  • And click on share!

Go to the User Guide for more details.

Conclusion

Inspired by Robert Smithson’s vision of the future as the obsolete, we can turn old reporting habits into an automation-first, data-driven future. With monday.com for Confluence, you can ensure all relevant processes remain visible to those who need to stay informed. Simultaneously, the ability to display only selected items helps prevent the information overload we’re all too familiar with.

Start your evaluation of monday.com for Confluence now!

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