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⇱ Productivity & Automation | Coursera


Productivity & Automation

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Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • 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

Details to know

Shareable certificate

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Recently updated!

April 2026

Assessments

35 assignments¹

AI Graded see disclaimer
Taught in English

Build your subject-matter expertise

This course is part of the Confluence Mastery with AI Integration Essentials Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 20 modules in this course

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.

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.

What's included

1 video2 readings1 assignment

1 videoTotal 4 minutes
  • Speed and Consistency: The Real Benefits of Automation4 minutes
2 readingsTotal 12 minutes
  • Checklists and Macros as Automation Tools7 minutes
  • Walkthrough: How to Spot the Bottleneck and Explain Why Task Lists Help Teams Work Better5 minutes
1 assignmentTotal 15 minutes
  • Hands-On Learning: Why Task Lists Work15 minutes

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.

What's included

1 video2 readings2 assignments

1 videoTotal 5 minutes
  • Adding a Task List to a Release Prep Page5 minutes
2 readingsTotal 14 minutes
  • Task Ownership and Accountability in Shared Pages8 minutes
  • Walkthrough: How to Design a Release Prep Task List that Scales6 minutes
2 assignmentsTotal 35 minutes
  • Graded Quiz: Task List Automation20 minutes
  • Hands-On Learning: Build the Release Prep Task List15 minutes

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.

What's included

1 video1 reading1 assignment

1 videoTotal 7 minutes
  • Why Tasks Roll Up?7 minutes
1 readingTotal 5 minutes
  • Task Report Macro Basics5 minutes
1 assignmentTotal 15 minutes
  • Hands-On Learning: Why Tasks Appear in Space-Level Reports15 minutes

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.

What's included

2 videos1 reading2 assignments

2 videosTotal 13 minutes
  • Create Tasks and Open Reports6 minutes
  • Diagnosing Missing Tasks in Task Reports8 minutes
1 readingTotal 5 minutes
  • Task Hygiene for Reporting5 minutes
2 assignmentsTotal 35 minutes
  • Graded Quiz: Building Trustworthy Task Reports20 minutes
  • Hands-On Learning: Task Report Verification Log15 minutes

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.

What's included

1 video1 reading1 assignment

1 videoTotal 4 minutes
  • Creating Tables Efficiently4 minutes
1 readingTotal 6 minutes
  • Table Creation Fundamentals6 minutes
1 assignmentTotal 15 minutes
  • Hands-On Learning: Practice Building a Basic Table15 minutes

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.

What's included

1 video1 reading2 assignments

1 videoTotal 6 minutes
  • Populating a Milestones Table6 minutes
1 readingTotal 6 minutes
  • Designing Effective Milestone Tables6 minutes
2 assignmentsTotal 35 minutes
  • Graded Quiz: Build Data Tables20 minutes
  • Hands-On Learning: Create the Milestones Table15 minutes

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.

What's included

1 video2 readings1 assignment

1 videoTotal 5 minutes
  • Scaling Consistency: Why Templates Outperform Manual Formatting 5 minutes
2 readingsTotal 6 minutes
  • Why Templates Matter: The Foundation of Brand Consistency at Scale4 minutes
  • Walkthrough - Analysing How Templates Enforce Branding Consistency 2 minutes
1 assignmentTotal 15 minutes
  • Hands-On Learning: Analysing How Templates Enforce Branding Consistency15 minutes

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.

What's included

2 videos2 readings2 assignments

2 videosTotal 11 minutes
  • Stopping the Drift: Converting and Sharing Team Templates5 minutes
  • Demo: Save as Template and Set Team Access5 minutes
2 readingsTotal 9 minutes
  • Creating and Sharing Templates with Your Team6 minutes
  • Walkthrough - Creating and Sharing a Reusable Team Template3 minutes
2 assignmentsTotal 35 minutes
  • Graded Quiz: Applying Templates for Brand Consistency and Team Reuse 20 minutes
  • Hands-On Learning: Creating and Sharing a Reusable Team Template15 minutes

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.

What's included

1 video2 readings2 assignments

1 videoTotal 8 minutes
  • Recognizing AI-Powered Features in Confluence8 minutes
2 readingsTotal 8 minutes
  • AI Features in Confluence: What Counts and Why It Matters?5 minutes
  • Walkthrough: How to Identify AI Features in Confluence3 minutes
2 assignmentsTotal 25 minutes
  • Hands-On Learning: Identify AI Features in Common Scenarios15 minutes
  • Practice Quiz: Identify AI-Powered Features in Confluence10 minutes

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.

What's included

1 video2 readings2 assignments

1 videoTotal 7 minutes
  • Confluence Pages as Living Documents: Structure, Navigation, and Intent7 minutes
2 readingsTotal 8 minutes
  • Quick Guide: Creating, Organizing, and Updating Confluence Pages5 minutes
  • Walkthrough: Create an AI Ideas Page in Confluence3 minutes
2 assignmentsTotal 35 minutes
  • Graded Quiz: Using AI Features Responsibly in Confluence Workflows20 minutes
  • Hands-On Learning: Create an “AI Ideas” Page and Insert an AI-Generated Summary Paragraph15 minutes

You will connect an AI model to project content and configure automated insight generation to support ongoing visibility and decision-making.

What's included

2 videos2 readings2 assignments

2 videosTotal 10 minutes
  • AI Models and Project Content6 minutes
  • Connecting AI to Project Pages4 minutes
2 readingsTotal 7 minutes
  • Configuring Insight Sources and Schedules5 minutes
  • Walkthrough: Design an AI Insight Workflow in Confluence2 minutes
2 assignmentsTotal 25 minutes
  • Hands-On Learning: Design an AI Insight Workflow15 minutes
  • Practice Quiz: Integration Setup Check10 minutes

You will evaluate AI-generated insights for accuracy and presentation quality, then refine parameters to improve reliability and usability.

What's included

2 videos2 readings2 assignments

2 videosTotal 11 minutes
  • Prompts, Parameters, and Accuracy6 minutes
  • Refining Prompts and Layout4 minutes
2 readingsTotal 11 minutes
  • Evaluating AI Insight Quality6 minutes
  • Walkthrough: Optimize an AI Insight Setup5 minutes
2 assignmentsTotal 35 minutes
  • Graded Quiz: Integrate AI Insights20 minutes
  • Hands-On Learning: Optimize an AI Insight Setup15 minutes

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.

What's included

3 videos1 reading1 assignment

3 videosTotal 14 minutes
  • What Confluence Automation Can and Cannot Do6 minutes
  • Building the Rule: From “Ready” Label to “In Review” status5 minutes
  • Testing and Validating Automation Rules Safely4 minutes
1 readingTotal 8 minutes
  • How Confluence Automation Actually Evaluates Rules8 minutes
1 assignmentTotal 15 minutes
  • Hands-On Learning: Automate Page Status Changes Using Labels15 minutes

You will monitor automation outcomes, identify false triggers on archived pages, and refine rules using JQL for accuracy and efficiency.

What's included

2 videos1 reading2 assignments

2 videosTotal 8 minutes
  • Understanding Automation Execution Logs in Confluence4 minutes
  • Identifying False Triggers and Refining JQL Conditions4 minutes
1 readingTotal 5 minutes
  • Why Automation Rules Misfire: Archived Pages and Scope Drift5 minutes
2 assignmentsTotal 30 minutes
  • Graded Quiz: Automate and Optimize a Confluence Workflow20 minutes
  • Hands-On Learning: Debug and Refine an Automation Rule10 minutes

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.

What's included

1 video1 reading2 assignments

1 videoTotal 4 minutes
  • Understanding the Confluence REST API and /content Endpoint4 minutes
1 readingTotal 6 minutes
  • Label-Driven Content Models for Governance6 minutes
2 assignmentsTotal 25 minutes
  • Hands-On Learning: Design the Risk Content Extraction Flow15 minutes
  • Practice Quiz: Identifying the Right API Calls10 minutes

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.

What's included

2 videos1 reading2 assignments

2 videosTotal 8 minutes
  • Measuring Script Performance in API Workflows4 minutes
  • Reducing API Calls Without Losing Data4 minutes
1 readingTotal 6 minutes
  • Pagination and Rate Limits in Confluence APIs6 minutes
2 assignmentsTotal 35 minutes
  • Graded Quiz: Confluence API Automation and Optimization 20 minutes
  • Hands-On Learning: Optimize the Risk Export Strategy15 minutes

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.

What's included

1 video2 readings2 assignments

1 videoTotal 5 minutes
  • Backing Up Attachments with Bash5 minutes
2 readingsTotal 16 minutes
  • Bash Scripts for Non-Engineers8 minutes
  • Encrypting and Uploading to S3 Safely8 minutes
2 assignmentsTotal 25 minutes
  • Hands-On Learning: Nightly Encrypted Backup Script15 minutes
  • Practice Quiz: Spot the Automation Anti-Pattern10 minutes

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.

What's included

2 videos1 reading2 assignments

2 videosTotal 12 minutes
  • Cutting Runtime with Parallel Execution7 minutes
  • Reading Logs Like a Performance Review5 minutes
1 readingTotal 8 minutes
  • Where Automation Scripts Lose Time8 minutes
2 assignmentsTotal 35 minutes
  • Graded Quiz: Automation Performance Review20 minutes
  • Hands-On Learning: Reduce Backup Runtime from 90 to 45 Minutes15 minutes

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.

What's included

1 video2 readings3 assignments

1 videoTotal 3 minutes
  • AI as Your Documentation & Automation Accelerator3 minutes
2 readingsTotal 18 minutes
  • AI Tools for Documentation & Automation10 minutes
  • Responsible AI in Technical Workflows8 minutes
3 assignmentsTotal 35 minutes
  • Graded Quiz: AI for Documentation and Automation10 minutes
  • Guided Practice Scenario: Improving Documentation & Automation with AI10 minutes
  • Hands-on Learning: Improve Your Workflow with AI15 minutes

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.

What's included

2 readings1 assignment

2 readingsTotal 10 minutes
  • Why This Project Matters5 minutes
  • Project Requirements5 minutes
1 assignmentTotal 70 minutes
  • Automation Pipeline Build70 minutes

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