Documents from Confluence and your intranet wikiask your work instructions instead of clicking through spaces.

Work instructions, process descriptions, minutes and onboarding pages from Confluence or the SharePoint wiki are meant to come across together with the files attached to the pages, so that answers name the source. The plan is read-only access; nothing is changed in the wiki.

Wiki and intranet

after clarification · database export

Example question

“Which work instruction applies to approving invoices over €5,000?”

1 Answer with source

Connection

How the connection is designed

Wiki content sits in a database, not in folders. The plan is therefore an agreed, scheduled export of the chosen areas including attachments, sent encrypted and over outbound connections only to your instance; the page tree comes along as the origin, and a person confirms the suggested document type. Whether and how this can be automated — whether an interface exists, is enabled and reachable, and whether the account used is allowed to export spaces — we check with you before we start, depending on version, licence and hosting model. Until then you can upload exports by hand, as files or whole folders; a wiki in SharePoint can instead come across via a Microsoft 365 connection, which is likewise set up and billed by effort.

Once set up, synchronisation runs automatically: new and changed documents from Wiki and intranet are added by themselves, without anyone having to upload anything.

Set-upWe estimate the effort once it is clear which areas are to come across and which export route is available, and discuss it with you before anything is set up — ideally together with your wiki administrator. Billed by effort.

Documents

Which documents may be stored in Wiki and intranet

  • Work and procedural instructions, usually with an approval note and validity date in the page header.
  • Checklists for recurring processes: opening a file, taking over a property, month-end closing, holiday cover.
  • Minutes from regular meetings and team meetings, one page in the tree per meeting.
  • Onboarding pages for new employees, including an overview of who gets which access.
  • Decision pages with reasoning: why a process was set up this way and not another in 2021.
  • The attachments to the pages — forms, templates, short guides as PDF, screenshots.

Example questions

Examples of questions to your documents

  • “Which work instruction applies to approving invoices over €5,000?”

    1 Answer with source

  • “Where does the wiki say how a new employee is trained in their first week?”

    2 Answer with source

  • “What was recorded about the change of supplier at the regular meeting on 12 February?”

    3 Answer with source

Start

Before a connection is set up

A connection is set up for you, not activated in one click. Every source comes with its own logins, permissions and folder logic — whether and how it can be connected at your company, we check together beforehand. Set-up and maintenance are billed by effort; how much that is depends on the source and is discussed beforehand.

Until then, and independently of it, you can upload files, whole folders, emails, photos and voice memos. Before we start, we go through real questions with you to see how the answers look.

Preliminary check

What we check in advance

Beforehand we look at which pages are outdated: many wikis carry older versions along, and the 2019 instruction often looks just as valid next to the current one. You decide which version applies — outdated content can be left out of the export or flagged in the collection; nothing in the wiki itself is touched. We also check how dynamically assembled content — embedded lists, status overviews, diagrams from add-ons, links into other tools — arrives in the export; depending on the add-on, this may be just an image or an empty spot. Whether page comments, older versions and unpublished drafts are included depends on the export route chosen; because the actual decision is sometimes in the comments, we agree on this together beforehand.

FAQ

Frequently asked questions about this connection

We have areas nobody has touched in three years. Do they have to come across?

That is decided area by area, and both routes are reasonable: a dormant area can stay out because it holds outdated content — or come across precisely because it holds knowledge about completed projects that nobody else remembers. In the initial meeting we go through the list of areas together and mark what is to come across. The plan is that an area can be added later or taken out again without affecting the rest of the collection.

Our page tree has grown over the years, and some pages sit in several places.

Nothing is moved around in the wiki for this. A page linked in several places is meant to come across as one page — linked is not duplicated. Uninformative titles such as ‘Miscellaneous’ or ‘Notes 2’ usually matter less than you might expect, because the answer relies on the content of the page. The attachments are often what counts: the form as a PDF on an otherwise sparse page is frequently exactly what people ask about. In a demo with a manual export, we show you how this looks with your page tree.

We are changing the wiki version or the hosting model. Will the export break?

The collection already taken in sits in your instance, not in the wiki; a version change does not affect it. What is open is whether the usual export route is still available afterwards — that depends on version, licence and hosting model and is checked again after the change. Let us know beforehand; we can then still pull the collection from the current version and prepare the new route, so that as far as possible no gap arises.

Each area has its own permissions for us. Are they carried over?

Not one to one, and that is deliberate: in your instance, rights depend on document types and roles, not on the area. The plan is to reflect the boundary of a closed area — what only management sees today is meant to stay that way. A cut-off date is also possible, for instance for meeting minutes before a certain date. The difference: in the wiki, where a page sits decides who sees it; here, what it is about decides. If the permission is missing, the system says so instead of giving out half an instruction; we agree together beforehand which roles are needed.

Request a demo — and clarify how Wiki and intranet fits in

In thirty minutes by video we show what answers with sources look like, and clarify whether and how Wiki and intranet can be connected at your company.