The document discusses common problems organizations face when using Slack, Jira, and Confluence together and how the speakers address these problems. Some key problems include work not getting captured in Jira, missing important events in Jira or Confluence, and wasting time switching between tools. The speakers use tools like slash commands, Zapier, Workato recipes, apps for Slack/Confluence integration, and bots to allow direct actions and notifications between the tools directly within Slack. This helps minimize effort, capture all work, and avoid missing important updates.

1. MIKE SOLOMON | MARLON PALHA | KAPIL SAMADHIYA
Slack integrations for Jira and
Confluence

2. Objective
Share our experiences addressing typical
business problems; and inspire you to solve
them too!

3. Head, Business Systems
Who are we?
MIKE SOLOMON MARLON PALHA KAPIL SAMADHIYA
Head, Business Systems - ITHAKA | JSTOR Director of Technology - Xaxis | mPlatformVP, People Operations - Group Nine Media
Responsible for: Responsible for: Responsible for:
Strategy and Execution for internal
business systems, collaboration and
productivity tools.
Includes Software Engineering,
Product Management, Support and
Systems Engineering.
People Operations and stuff Admin Development, Quality Assurance,
Technical Support on Various Tools &
Applications like:
Salesforce, Slack, JIRA, Confluence,
DocuSign, SmartSheet, SharePoint, Tableau,
Okta, etc

4. Agenda
Intro
Common Problems
Questions
Bonus: Other Scenarios

5. Common problems

6. Theme
● Our users spend most of their time in Slack
● Create ways to:
○ Surface information in Slack that is critical
to them
○ Allow them to act quickly on key systems
from Slack

7. Problem #1
There is work that should be captured in Jira
as an issue but for whatever reason, an issue
is never created

8. How we address it
Allow people to create issues directly from
Slack (where most of the requests are being
made):
● Minimize effort
● Capture all work
● Avoid dropping the ball

9. How we address it
1. Slash command (custom node.js app)
2. Zapier
3. Workato - Recipes and Workbot

10. How it works (slash cmd):

11. How it works (Zapier):

12. How it works (Workato):

13. Other solutions to consider
• Slack -> Jira
• Jira Integration Plus - nextupjira
• Slack CLI in Slack Connector for Jira
• Jira Slack Integration - stratejos
• Slack Jira Integration - Bitband
• Jirio
• Other?

14. Problem #2
There are lots of important events happening in
Jira and we don’t want users missing the key
ones

15. How we address it
Receive channel notifications in Slack for
key Jira issue events

16. How we address it
Slack Connector for Jira Server/Cloud
(JSoftware)

17. How it works (Slack Connector):

18. How we address it
Receive Slack DMs when you are
mentioned in a Jira comment!

19. How it works (Jira mention):

20. How we address it
Receive a Slack message when an issue
is added to an active sprint!

21. How it works (active sprint):

22. How we address it
Get notified when the dates of a fixVersion
change!

23. How it works (fixversion):

24. How we address it
Get weekly reports for upcoming releases!

25. How it works (weekly reports):

26. Other solutions to consider
• Jira -> Slack
• Jira Integration Plus - nextupjira
• Jira Slack Integration - stratejos
• Slack Jira Integration - Bitband
• Jirio
• Other?

27. Problem #3
There are lots of important events happening in
Confluence and we don’t want users missing
the key ones

28. How we address it
Send channel notifications to Slack for
key Confluence events (page updates,
team calendar, page comments, new
pages)

29. How we address it
● Confluence Cloud App for Slack to post
from Confluence to Slack
● Slack Email app to post Team Calendar
alerts to Slack

30. How it works (Confluence Cloud):

31. Other solutions to consider
● Confluence -> Slack
○ Workbot for Confluence - Workato
○ Zapier
○ Slack Connector for Confluence
Cloud
○ Other?

32. Problem #4
Time is expended context switching away from
Slack when users need to find information
stored in Confluence

33. How we address it
Allow users to search Confluence
spaces/pages without leaving Slack & get
results back in Slack channels

34. How we address it
● Confluence Cloud App for Slack to
connect Confluence and Slack and
used </confluence search> search
command

35. How it works (Confluence Cloud):

36. Other solutions to consider
● Slack -> Confluence
○ Workbot for Confluence - Workato
○ Zapier
○ Other?

37. Other scenarios

38. 1. Record decisions from Slack in Confluence
2. Get Slack reminders about Confluence
tasks
3. Get context in Slack about mentioned Jira
ticket

39. Problem #5
A lot of decisions get made within Slack but are
not recorded in context with Confluence pages
and Jira issues

40. How we address it
Create Confluence decision pages as
easily as sending a Slack message!

41. How it works:

42. Problem #6
Action items from meeting notes get recorded
in Confluence but people forget to follow
through on them

43. How we address it
Get a weekly report of your open
Confluence action items

44. How it works:

45. Problem #7
When ticket numbers get mentioned in Slack,
users have to look them up in Jira to get
context

46. How we address it
Have a bot (Jirabot) listen in Slack for text
that sounds like tickets and return
relevant information about that ticket to
the channel

47. How it works (Jirabot):

48. Other solutions
● Karmabot
● Incidentbot
● Salesforce

49. MIKE SOLOMON | MARLON PALHA | KAPIL SAMADHIYA
Questions?