Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.
Introduction
Connect Confluence to Sana to search, read, create, and manage your Confluence pages and blog posts. Get instant answers, derive insights, and summarize complex material from your spaces.
In summary, the connector has the following key characteristics:
Category: Documents
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Find pages |
Read pages |
Create pages |
Create blog posts |
Update blog posts |
Delete blog posts |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Confluence. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create page |
Create post |
Delete post |
Get current user |
Get page by id |
Get pages |
Get pages in space |
List post id options |
List spaces |
Search content |
Update post |
Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.
Triggers
While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Confluence.
Trigger |
New Page or Blog Post |
Watch Blog Posts |
Watch Pages |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
read:confluence-content.all | Read all Confluence content the user has access to |
search:confluence | Perform search queries across Confluence content |
read:me | Read basic profile details of the current user |
offline_access | Refresh access tokens when the user is offline |
read:space:confluence | Read metadata and settings for Confluence spaces |
read:blogpost:confluence | Read Confluence blog posts |
write:blogpost:confluence | Create and update Confluence blog posts |
delete:blogpost:confluence | Delete Confluence blog posts |
read:page:confluence | Read Confluence pages |
write:page:confluence | Create and update Confluence pages |
write:confluence-content | Create, update, and delete Confluence content generally |
Set up instructions
Prerequisites:
You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.
Step 1: Go to the connectors page in Sana
In Sana, click on your profile icon and name in the bottom left corner and select Connectors.
Step 2: Find Confluence in the list of available connectors
Scroll to the Available connectors section and locate Confluence.
Note: If you can't find a connector in this list, it means one of the following:
You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.
Step 3: Hover the connector card and click the connect button
Hover the Confluence card and click the Connect button.
Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.
Step 4: Initialize the Pipedream connection
When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.
Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.
Step 5: Sign in to Confluence and approve the requested scopes
You'll be redirected to Confluence to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 6: Complete the set up
You've successfully connected your Confluence account. Click Continue to complete the setup and start using the connector.
Known limitations
Content types: The connector can only fully read Pages. Other content types (Databases, Blogs, Whiteboards) appear in search results but only as brief metadata — Sana cannot fetch their full content.
Frequently asked questions
Q: Which Confluence sites can Sana access?
A: When you connect Confluence, you choose a single site to give Sana access to. Access is cumulative: if you connect again and choose a different site, it's added to the ones before rather than replacing them, so over time one connection can cover several sites. Sana can only access sites you've connected — it can't reach sites you haven't.
Q: How do I remove Sana's access to Confluence?
A: Disconnect Confluence on the Connectors page in Sana; this stops Sana from accessing your Confluence. To also remove the authorization from your Atlassian account, open your connected apps at id.atlassian.com/manage-profile/apps and remove access for the app. Because sites are granted together, this removes access to all connected sites at once — it isn't possible to remove a single site while keeping the others.