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Connecting Confluence to Axiamatic

Connect your Confluence workspace to unlock AI-powered insights from your organization's documentation, meeting notes, and project pages.

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Written by Axiamatic
Updated this week

Connecting Confluence to Axiamatic transforms your workspace into an intelligent knowledge source. Once connected, Axiamatic can understand and reference your organization's documentation, providing contextually relevant answers based on your team's actual content.

Prerequisites: Create a Personal Access Token (PAT)

Before connecting Confluence to Axiamatic, you need to generate a Personal Access Token (PAT) from your Atlassian account.

Steps to create a PAT:

  1. Access your Atlassian profile:

    1. In Confluence, select your profile picture (avatar) in the top-right corner of the screen.

    2. Choose "Settings" from the dropdown menu, depending on the product.

  2. Navigate to Security > API tokens:

    1. Within your settings, locate and select "Security" in the top menu.

    2. Click on Create and manage API tokens under the API token section

  3. Generate a new token:

    1. Click on the "Create api token" option.

    2. NOTE: Click on Create API token and not Create API token with scopes

    3. Provide a meaningful name for your token, indicating its purpose (e.g., "Confluence integration").

  4. Set an expiry date:

    1. You can choose a specific expiry date for the token or, if permitted by your workspace admin, select "No expiry."

  5. Create and copy the token:

    1. Click the "Create" button.

    2. The generated PAT will be displayed on the screen. Copy this token immediately and store it securely. It will only be displayed once and cannot be retrieved later.

Step 1: Open Settings and Integrations

  1. Log in to your Axiamatic account and click your profile icon in the bottom-left corner of the page.

  2. From the menu, select Program Settings, then open the Integrations section.

Step 2: Connect to Confluence

  1. On the Integrations page, locate the File Sync section.

  2. Find the Confluence integration card and click Connect.

  3. When prompted, select how you want to scope this connection.

    1. Shared Connection: Makes this Confluence connection available to all current and future projects or business units using Axiamatic in your workspace. This is the recommended option for most teams.

    2. Private Connection: Limits this Confluence connection to the current project or account only. Future projects will need their own separate connection.

Choose the option that best fits how your organization manages projects and data.

Step 3: Enter Your Confluence Details

A pop-up will appear requesting your Confluence account details. Fill in the following fields:
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  • Client ID — Your Confluence subdomain. For example, if your Confluence URL is https://yourcompany.atlassian.net, your Client ID is yourcompany.

  • Email — The email address associated with the Atlassian account for which the PAT was generated.

  • PAT — The Personal Access Token you created in the Prerequisites step.

Step 4: Fill the details and click “connect”

Click Connect to complete the integration.

Integration complete!

The Confluence card will now show a Connected status, confirming the integration is active. To disconnect at any time, click the "Disconnect" button on the card.

Step 5: Navigate to Channels

In the left navigation, click on the Channels tab, located just below the Integrations tab.

Step 6: Configure Confluence

In the Channels view, find the Confluence tile and click Configure (or Add Filter). A configuration dialog will open.
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Step 7: Enter a CQL Query

In the dialog, you will see an input field to define your CQL query. This controls which Confluence content Axiamatic accesses and analyzes. Enter your desired query and click Save.
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What is CQL?

CQL (Confluence Query Language) is a structured query language used to search and filter content in Confluence. It lets you specify precisely what data Axiamatic should access — such as pages from a specific space, recently created content, or pages with certain labels. For detailed documentation, refer to the Confluence CQL Advanced Searching Guide.

Example CQL query — to sync all pages within a specific space:

space = "ENG" AND type = "page"

These filters ensure only relevant content is indexed and used by Axiamatic.

Configuration complete! The configured query will be displayed on the Confluence tile, confirming the setup is complete. Axiamatic will now use this query to retrieve and analyze your Confluence data.

How Axiamatic Uses Your Confluence Data

What Axiamatic accesses:

Spaces and Page Data

  • Reads information about spaces (names, keys, descriptions)

  • Reads page details including titles, body content, metadata, and hierarchy

  • Searches for pages, blogs, and other content based on the configuration

Attachments and Files

  • Reads attachments linked to pages or blogs (documents.)

  • Accesses attachment metadata (filename, type, uploader, date)

User Information

  • Reads user profile information visible to your account

  • Views usernames, email addresses, and profile avatars associated with content creators or editors

Important Notes

  • Access is read-only: the integration does not create, update, or delete any Confluence content.

  • Data access is always limited to what your Confluence account already has permission to view.

  • Accesses user profiles visible to your account

  • Views usernames, email addresses, and profile avatars

  • Limited to information you already have permission to see in Confluence

For pricing information, demo requests, or assistance, contact us at [email protected]

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