Confluence Data Connector

This guide describes how to connect your Confluence instance to the Ema platform using OAuth 2.0 and configure an AI Employee to ingest Confluence documents.

Prerequisites

• An active Atlassian account with access to the Confluence spaces you wish to ingest.
• Administrator permissions on the Atlassian site (required to authorize the OAuth connection).
• The URL of the specific Confluence space or documents you wish to ingest.

Part 1: Establishing the Connection

Step 1: Access Integrations

Navigate to the Ema platform's Integrations page. Select the All Apps tab and use the search bar to find "Confluence."

Step 2: Initiate Connection

Locate the Confluence application card. Click the Connect button at the bottom of the modal window.

Step 3: Authenticate

You will use the OAuth 2.0 flow:

1. A window appears prompting you to sign in to your Atlassian account.
2. You are redirected to the Atlassian authorization page.
3. Review the permissions requested by Ema and click Accept/Authorize.
4. Enter your Atlassian Domain (for example, mycompany.atlassian.net).
5. Once authorized, you are redirected back to the Ema platform with a "Connection Successful" message.

Part 2: Creating the AI Employee

Step 4: Create New Employee

Navigate to Ema's AI Employees page via the main dashboard. Click Create New Employee.

Step 5: Configure Employee Profile

Select an AI Employee template (for example, Conversation AI Employee). Fill in the required fields: Name, Description, and Type. Proceed to the configuration area once the basic profile is set up.

Part 3: Workflow Configuration and Ingestion

Step 6: Access Shared Configurations

On the AI Employee configuration page, navigate to the Workflow Builder. Locate and click the Shared Configurations button in the top-left corner of the interface.

Step 7: Add Data Source

In the Shared Configuration modal, click the Add button and select the option to Upload Document or manage sources.

Step 8: Select Confluence

Search for the Confluence card within the data sources list and click Add Links.

Step 9: Ingest Documents

Paste the specific Confluence link you wish to ingest into the provided field. The system will begin processing the URL. Ema connects at the space level -- when you provide a space URL, all content within it (articles, nested pages, and attachments) is ingested automatically.

Step 10: Verification

Wait for the processing status to update. On success, you will see a confirmation indicating the files were successfully ingested. If ingestion fails, verify that:

• The OAuth connection is still active (re-authorize if the token has expired).
• The Confluence space URL is correct and accessible with your account.
• Individual files do not exceed the 200 MB per-file size limit.

Part 4: Synchronization Settings

Step 11: Configure Sync Options

Once documents are ingested, you can manage their synchronization frequency to ensure data remains up to date.

• Manual Sync -- Click the three dots (...) in the root folder and click the Sync Now button.
• Automatic Sync -- Click the Auto Sync drop-down menu and select your preferred sync interval: 1, 7, 15, or 30 days.

Automatic sync polls Confluence for changes at the selected interval and re-ingests only the pages that have been added, modified, or deleted since the last sync. This incremental approach minimizes processing time and keeps your knowledge base current without manual intervention.

Troubleshooting