Connect Confluence and Square with AI

Automate the flow of sales data, payment insights, and performance metrics from Square into your Confluence knowledge base. Stop copying transaction summaries, revenue reports, and location performance into docs manually—let Redbird keep your business intelligence documentation current and accurate.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Generate daily sales performance reports in team wikis automatically

Pull daily transaction totals, refund rates, and top-selling products from Square and publish formatted performance summaries to designated Confluence pages. Keep stakeholders informed without manual data export and formatting.

Document new product launches with real-time sales tracking pages

When new products are added to Square's catalog, automatically create Confluence pages tracking their sales performance, customer adoption, and inventory movement. Maintain living documentation that updates as sales data flows in.

Alert teams in Confluence when payment volume anomalies occur

Monitor Square transaction patterns and post alerts to Confluence pages when daily sales drop significantly or spike unexpectedly. Create an audit trail of business events with context for post-mortems and trend analysis.

Sync location performance data to regional team documentation hubs

Route Square sales data from each physical location to the appropriate regional team's Confluence space. Keep distributed teams informed about their location's revenue, top products, and payment trends without manual reporting cycles.

Archive end-of-month financial summaries to compliance documentation

Automatically generate and archive monthly revenue reports, refund summaries, and payment method breakdowns from Square into Confluence's compliance or finance spaces. Build an auditable record without spreadsheet exports.

Update pricing documentation when Square catalog changes are detected

When product prices or SKUs change in Square, trigger updates to related Confluence product documentation and pricing guides. Keep customer-facing knowledge bases and internal documentation synchronized with actual pricing.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Confluence and Square with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands Confluence's page hierarchy, content macros, and space permissions alongside Square's payment objects, location structures, and catalog relationships.

AI that understands retail operations and documentation structures

Redbird maps Square's payment transactions, catalog items, and location data to Confluence's page trees, tables, and status macros. The platform recognizes when a Square refund should update existing documentation, when new product performance deserves its own page, and how to format transaction data into readable tables and charts that match your team's documentation standards. Context-aware automation ensures sales metrics land in the right Confluence spaces with proper formatting.

Transaction summaries to page tables
Location hierarchies to space structures
Product catalogs to documentation trees
Payment trends to status macros
10×

faster than exporting Square CSVs and manually formatting them into Confluence tables

No more copying transaction data, calculating totals in spreadsheets, or reformatting sales reports for documentation

Auto-generated reports

Redbird can pull from Confluence and Square simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Confluence or Square.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Confluence into Square, or from Square back into Confluence. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start workflows from documentation updates in Confluence or business events in Square—automate in either direction.

Confluence
Triggers & Actions
Trigger

Page published in space

Trigger when a new page is published in a specific Confluence space or under a parent page.

Trigger

Page content updated

Fire when content changes on a watched Confluence page, including table or macro updates.

Trigger

Label added to page

Detect when specific labels are applied to Confluence pages for categorization or routing.

Action

Create page from template

Generate new Confluence pages in designated spaces using predefined templates with dynamic data.

Action

Update page table content

Modify existing tables within Confluence pages, adding rows or updating cell values programmatically.

Action

Add comment with data summary

Post inline comments to Confluence pages with formatted summaries, alerts, or data updates.

Square
Triggers & Actions
Trigger

Payment completed

Fire when a new payment transaction is successfully processed through Square at any location.

Trigger

Refund issued

Trigger when a refund is processed in Square, capturing transaction details and reason codes.

Trigger

Catalog item added or updated

Detect when products are added to Square's catalog or when pricing and inventory details change.

Action

Retrieve payment totals by date range

Pull aggregated sales data from Square for specific time periods, locations, or product categories.

Action

Get top-selling products

Query Square for best-performing items by revenue or quantity over specified timeframes.

Action

Fetch location performance metrics

Extract sales volume, transaction counts, and payment method breakdowns by physical location.

Confluence
+
Square

Ready to connect your stack?

Stop manually updating business documentation with sales data. Connect Confluence and Square with Redbird to automate reporting, sync performance metrics, and keep your knowledge base current.

Get started → Book a demo