Documentation – Content Workflow Templates for Confluence

Content Workflow Templates helps teams run repeatable content operations in Confluence with structured pages for intake, briefing, planning, review, approval, publishing, refresh work, and performance follow-up.

Current Product Behavior

The current app version is intentionally copy-only. Users can browse, preview, search, and copy workflow templates inside Confluence. The app does not automatically create, edit, delete, or publish Confluence pages for the customer.

Who It Is For

  • content marketing teams
  • demand generation and lifecycle teams
  • founder-led marketing teams that need more structure
  • small in-house teams that manage content without a heavy workflow tool
  • agencies and operators who need repeatable briefing, review, and publishing pages

What Is Included

The app gives teams a ready-to-use content workflow library for common operational work in Confluence.

  • Content Workspace Structure
  • Content Request Brief
  • Article Brief
  • Landing Page Brief
  • Newsletter Brief
  • Social Post Brief
  • Editorial Calendar
  • Content Review Workflow
  • Content QA Review
  • Stakeholder Sign-Off
  • Approval Checklist
  • Publishing Checklist
  • Content Handoff
  • Repurposing Plan
  • Content Refresh Workflow
  • Content Performance Review

Quick Start

  1. Open Content Workflow Templates in Confluence.
  2. Browse or search the available workflow pages.
  3. Open the page you want to use.
  4. Copy the template content into your own Confluence page.
  5. Adjust owners, dates, review roles, channels, and internal requirements.
  6. Save the page inside your content workspace or topic area.

Most teams start with a Content Request Brief, Article Brief or Landing Page Brief, Editorial Calendar, Content Review Workflow, Approval Checklist, and Publishing Checklist.

Installation and First Use

1. Install the app from Atlassian Marketplace

  1. Open the app listing in Atlassian Marketplace.
  2. Select the Confluence Cloud site where you want to install the app.
  3. Approve the installation in Atlassian.

The current app version does not require an external account, a remote backend setup, a customer-provided API token, or any custom infrastructure.

2. Open the app inside Confluence

  1. Open your Confluence site.
  2. Go to the main apps area in Confluence.
  3. Open Content Workflow Templates.

The app opens as a Confluence global page and shows the template library directly in the Atlassian-hosted app UI.

3. Choose a template

  1. Browse the list or use the search field.
  2. Select a page such as Content Request Brief, Article Brief, Landing Page Brief, or Editorial Calendar.
  3. Review the template preview before copying it.

4. Copy the content into your own Confluence page

  1. Create or open a normal Confluence page in the space where your team works.
  2. Copy the template content from the app.
  3. Paste the content into your Confluence page.
  4. Rename the page for your topic, campaign, or content item.

5. Adapt the page for your workflow

  1. Replace placeholders with your own audience, goal, owner, due date, CTA, review roles, and approval expectations.
  2. Link the page from your content hub or editorial calendar.
  3. Save it inside your team workspace.

6. Repeat with linked workflow pages

Most teams use multiple pages together. A common flow is request or briefing, then planning, then review and sign-off, then publishing and handoff, then refresh work and performance follow-up.

First-Run Verification

After installation, a normal first run should look like this:

  1. The app opens inside Confluence as a global page.
  2. The template library is visible immediately without extra configuration.
  3. You can select a template from the list and review its content in the preview area.
  4. You can copy the template content into a normal Confluence page that belongs to your own space or team area.
  5. You can then rename and adapt that page for your own workflow.

If those steps work, the current product behavior is operating as intended.

Recommended Confluence Setup

A simple content hub structure works well for most teams:

  • Content Hub
  • Content Request Brief
  • Format-specific briefs
  • Editorial Calendar
  • Review and approval pages
  • Publishing Checklist
  • Refresh Workflow
  • Performance Review

We recommend one central hub page per team or topic that links active briefs, publishing work, refresh items, and performance review pages in one place.

How Teams Typically Use It

Phase Typical use
Intake Capture requests, clarify goals, choose the right content format, and assign an owner before work starts.
Briefing and planning Define audience, message, CTA, deadlines, and workflow timing before drafting or design work expands.
Review and approval Run structured review, QA, and explicit stakeholder sign-off instead of scattered comment chains.
Publishing and follow-up Use handoff, publish, repurposing, refresh, and performance pages to keep content work operational after the draft is done.

Typical First Workflow

  1. Create one central content hub page for your team or topic area.
  2. Start new work with a Content Request Brief or Article Brief.
  3. Track the work in an Editorial Calendar page.
  4. Run the page through Content Review Workflow and Content QA Review.
  5. Capture final approval in Stakeholder Sign-Off or Approval Checklist.
  6. Use Publishing Checklist and Content Handoff before release.
  7. After release, continue with Repurposing Plan, Content Refresh Workflow, and Content Performance Review.

Example Starter Set

Teams that want a minimal starting setup usually begin with these pages:

  • Content Request Brief
  • Article Brief or Landing Page Brief
  • Editorial Calendar
  • Content Review Workflow
  • Approval Checklist
  • Publishing Checklist

This gives a small team enough structure to move from intake to publication without introducing a heavier workflow tool.

What the App Does Not Require

  • No third-party software account is required for the current app version.
  • No external API host configuration is required.
  • No customer-provided Atlassian API token is required.
  • No automatic page-tree creation or publishing setup is required.

The current version is intentionally simple: open the library in Confluence, choose a page, copy the content, and adapt it inside your own Confluence workspace.

Important Boundaries

  • The current version does not automatically create or manage Confluence page trees.
  • The templates are designed to be adapted to each team, channel, and company.
  • The app does not replace internal review, approval, governance, or compliance processes.
  • The app does not provide legal, compliance, HR, finance, safety, medical, or other professional advice.
  • The app helps teams structure content work. It does not guarantee content performance or business outcomes.

Known Limitations

This first version is intentionally conservative. It focuses on safe workflow browsing and copying inside Confluence.

If later versions introduce controlled page creation, richer editing, or more advanced workflow behavior, that behavior will be documented separately and reflected in the app’s Marketplace listing, privacy and security information, and support materials.

Support Scope

Support for the current product version covers installation questions, access questions, template-library behavior, and clarification of the intended copy-and-adapt workflow.

Support does not include writing custom content for a customer, designing a customer’s full editorial process, or operating the customer’s Confluence workspace on their behalf.

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