Topic
- Content & Knowledge Management
- Cross-Team Collaboration
Featured Apps
Table of Contents
Overview
When working with external agencies, marketing teams need to keep campaign documentation, reports, and meeting outcomes aligned. Without a unified system, files get scattered across email threads, cloud drives, and chat logs; making it easy for updates or action items to slip through the cracks.
Scenario: Managing Campaigns with External Partners
Confluence native
- Confluence works well for internal documentation, but external partners often need access to only a subset of pages and information.
- Meeting discussions and decisions are often documented separately (or forgotten entirely), creating a disconnect between campaign materials and follow-up actions.
With Space Sync + Loom AI
Space Sync for Confluence: Create a dedicated “Agency Collaboration” space. Sync approved reports, campaign documentation, and dashboards into this space, giving external partners access to the latest updates while keeping internal spaces private.
Loom AI: During Zoom calls with the agency, Loom joins as a notetaker, records the meeting, and generates AI-powered summaries with action items.
Together: Meeting recording and notes from Loom AI can be added directly to the synced Confluence space, so campaign documentation and action items live in one central hub that’s always up to date.
Value
This integrated approach eliminates silos between meetings and documentation. Your team and agency partners stay aligned on both the “what” (campaign reports, plans, and documentation) and the “next steps” (meeting action items), without the hassle of juggling multiple disconnected tools.
