DOCUMENT OPS
Confluence SOP Review-Date Sweep to Monday Owner Tasks
Scans your Confluence SOP space on a schedule for procedures whose review date has passed, then creates a refresh task for each document's owner in Monday and pings them in Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires the SOP audit
- ActionList Confluence space pages with review date + ownerConfluence
- LogicFilter to pages past their review date
- ActionCreate refresh task per page on Monday boardmonday.com
- ActionDM each owner their overdue SOPs in SlackSlack
- OutputPost overdue-count digest to team channelSlack
What it does
Runs a weekly audit of every procedure page in a designated Confluence space. It reads each page's `review-by` label or property, compares it to today's date, and for anything overdue it opens a tracked refresh task in Monday assigned to the page owner and sends that owner a direct Slack nudge with a link to the doc.
When to use it
When your SOPs live in Confluence and "review every 6 months" is a policy nobody actually enforces. Ideal for ops, compliance, and quality teams that need an auditable trail showing stale procedures were flagged and assigned, not just forgotten in a wiki.
How it works
- 1A weekly schedule fires the audit.
- 2The flow pulls all pages in the target Confluence space along with their review-date property and owner field.
- 3A filter keeps only pages whose review date is earlier than today.
- 4For each overdue page it creates a Monday item on the SOP-refresh board, assigned to the owner with the due date and Confluence link.
- 5It sends the owner a Slack DM summarizing what's overdue and links the new task.
- 6A digest message posts the full overdue count to the team channel as the run summary.
Set it up
What you configure once, before turning it on.
- 1Connect ConfluenceSpaces, pages, blueprints.
- 2Connect monday.comVisual work management for teams.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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