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Connecting to Confluence

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

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 will need to generate a Personal Access Token from your Atlassian account.

Steps to create a PAT:

Step 1: Access Your Atlassian Profile

In Confluence, select your profile picture in the top-right corner of the screen and choose Settings from the dropdown menu.

Step 2: Navigate to Security Settings

Under your account settings, select Security from the top menu. Click Create and manage API tokens under the API token section.

Step 3: Create a New Token

Atlassian offers two types of API tokens. We recommend using a scoped token as it follows Atlassian's latest security model and limits access to only what Axiamatic needs:

  1. Scoped API Token (Recommended): Click Create API token with scopes and enable the following permissions:

    • read:content:confluence

    • read:content-details:confluence

    • read:hierarchical-content:confluence

    • read:attachment:confluence

    • read:space:confluence

    • read:user:confluence

    • search:confluence

    • read:page:confluence

  2. Classic API Token (Alternative): Click Create API token if you prefer a token with full access and no scope restrictions.

Give your token a meaningful name such as "Confluence Axiamatic Integration".

Step 4: Set an Expiry Date

Choose an expiry date for your token. If your workspace administrator permits it, you can select No expiry.

Step 5: Copy and Store Your Token

Click Create API token. Copy this token immediately and store it securely. It will only be displayed once and cannot be retrieved again after you leave this screen.

Step 6: Find Your Cloud ID (Scoped Token Only)

If you are using a scoped API token, you will also need your Atlassian Cloud ID. To find it, open the Confluence tab in your browser and modify the URL in the address bar to the following, then press 'Enter'.
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https://<your-site>.atlassian.net/_edge/tenant_info

Replace <your-site> with your organization's Atlassian domain. The page will return a JSON object. Copy the value of the cloudId field.

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

Step 3: Enter Your Confluence Details

A pop-up asks you to link your Confluence account. Select the authentication option that matches the credentials you created:

  • Default Authentication: Use this if you created a classic API token.

  • API Token (Scoped): Use this if you created a scoped API token with the recommended permissions.

  • Confluence Cloud – Service Account: Use this if you set up a service account with OAuth 2.0 credentials. See Set Up a Service Account.

If you select Default Authentication or API Token (Scoped), the form expands to show these fields:

  • Cloud ID as per Atlassian cloud prefix: Your Atlassian subdomain. If your Confluence URL is https://yourcompany.atlassian.net, enter yourcompany.

  • Email: The email address of your Atlassian account.

  • Scoped API Token: The API token you generated in the Prerequisites section.

  • Atlassian Cloud ID: The Cloud ID you copied in Step 6 of the Prerequisites.

If you select Confluence Cloud – Service Account, the form shows these fields:

  • Cloud ID: The Cloud ID you copied in Step 4 of Set Up a Service Account.

  • Client ID: The OAuth 2.0 Client ID you generated for the service account.

  • Client Secret: The OAuth 2.0 Client Secret you generated for the service account.

Set Up a Service Account

Use a service account when you want the connection to belong to your organization instead of one person. With a service account, the connection keeps working if the person who set it up changes roles or leaves.

Step 1: Create a Service Account

  1. Sign in to Atlassian Administration.

  2. Select your organization.

  3. Go to Directory > Service accounts.

  4. Click Create service account.

  5. Enter a name such as Axiamatic Confluence Integration and create the account.

You may need organization administrator permissions to create a service account. If you already have one, you can reuse it.

Step 2: Grant Confluence Access

Give the service account access to Confluence and to the spaces you want Axiamatic to sync. The account needs permission to view the pages and attachments in those spaces. Axiamatic can only sync content that the service account can view.

Step 3: Generate OAuth 2.0 Credentials

  1. Open the service account in Atlassian Administration.

  2. Click Create credentials and select OAuth 2.0.

  3. Select these Confluence permissions:

    • read:content:confluence

    • read:content-details:confluence

    • read:hierarchical-content:confluence

    • read:attachment:confluence

    • read:space:confluence

    • read:user:confluence

    • read:page:confluence

    • search:confluence

  4. Generate the credentials and copy the Client ID and Client Secret to a secure place.

Step 4: Find Your Cloud ID

  1. Open https://yourcompany.atlassian.net/_edge/tenant_info in your browser. Replace yourcompany with your Atlassian subdomain.

  2. Copy the value of the cloudId field from the response.

Click Connect to complete the setup. With a service account, Axiamatic authenticates using the service account credentials, so you don’t need to create an access token yourself.
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​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 4: Navigate to Channels

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

Step 5: 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 6: 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 exactly 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 Axiamatic indexes and uses only relevant content.

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 can already 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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