Search Confluence for internal knowledge before reaching out

Images on this page are for illustrative purposes only. Example outputs in this play are illustrative — the structure, fields, and format reflect real Lusha and Confluence connector output, but were not pulled from a live session. Run the prompt with your own Confluence space and prospect data to see live results. Personal details in any live examples are masked or abbreviated for privacy.

The integration guide, the competitive positioning page, the anonymised customer story from the same industry — all of it is in Confluence, and most reps never look. This Claude prompt searches internal Confluence documentation for content directly relevant to a prospect’s use case before the first call, validates the contact via Lusha, and returns specific talking points from real internal content — not generated claims. The Atlassian connection covers both Jira and Confluence. One connection, both tools.

The prompt

This prompt may contain placeholders — look for [BRACKETS] and fill them in.

<context>
Before I reach out to a prospect for the first time — or before a first call — I want to search our internal Confluence knowledge base to see whether there's any relevant documentation, integration guide, competitive intel, or product context that directly applies to this company's use case. I want to go into the conversation knowing what our own knowledge base says about their situation.

My prospect:
- Company: [COMPANY NAME]
- Industry / use case: [INDUSTRY OR SPECIFIC USE CASE — e.g. "mid-market SaaS SDR ramp" or "enterprise RevOps"]
- What I sell: [PRODUCT / SOLUTION]
- Tech stack (if known): [TOOLS THEY USE — or "unknown"]
- Call type: [FIRST CALL / RE-ENGAGEMENT / DEMO]
</context>

<task>
1. Search Confluence for any page that is relevant to this prospect's context:
   - Search by industry, use case, company size, or tech stack keywords
   - Look for: integration guides, use case documentation, customer stories (anonymised),
     competitive positioning pages, onboarding templates
   - Return: page title, Confluence link, one sentence on why it's relevant

2. Use Lusha to validate the primary contact and check for account signals:
   - Confirm the right contact — current title, verified at company
   - Any signal in the last 30 days worth referencing on the call?

3. Build a pre-call Confluence brief:

   PROSPECT: [company] · [contact verified]
   ACCOUNT SIGNAL: [Lusha finding or "none detected"]

   RELEVANT CONFLUENCE PAGES:
   For each: title, link, why it matters for this specific prospect

   TALKING POINTS FROM CONFLUENCE:
   2–3 specific points from the content directly relevant to this prospect's use case
   — not generic product claims

   KNOWLEDGE GAPS:
   Any area where Confluence has no relevant content — so the rep knows what
   to research elsewhere before the call

4. If no relevant Confluence content found: flag it and suggest what page should exist.
</task>

<constraints>
- Talking points must come from actual Confluence content — don't generate generic claims.
- Knowledge gaps are useful output — don't skip them.
- The Atlassian connection covers both Jira and Confluence — one connection, both tools.
- If a page is only tangentially relevant: note it but don't include it in talking points.
</constraints>

What you'll get back

The situation: An SDR is preparing a first call with Dunmore Analytics — a 580-person SaaS company, VP of Sales, Series B just closed. Known tech stack: HubSpot, Outreach. Running the Confluence search before dialling.


Pre-call Confluence brief — Dunmore Analytics

PROSPECT: Dunmore Analytics · T.K., VP of Sales ✓ confirmed at company ACCOUNT SIGNAL: Series B funding confirmed 18 days ago — new budget and headcount targets expected


RELEVANT CONFLUENCE PAGES

PageLinkWhy it’s relevant
HubSpot Native Integration — Setup Guide[confluence link]Dunmore uses HubSpot — covers the exact integration T.K. is likely to ask about
Mid-Market SaaS SDR Ramp Use Case[confluence link]Series B companies at 500–600 employees building out SDR function — matches Dunmore’s growth stage
Series B and Post-Funding Outreach Playbook[confluence link]Internal playbook for post-funding outreach — recommended approach and timing
Outreach.io Connector Overview[confluence link]Dunmore uses Outreach — native connector exists, useful if sequence data is discussed

TALKING POINTS FROM CONFLUENCE

  1. From the Mid-Market SaaS SDR Ramp page: “Companies at your growth stage typically see SDR ramp time double between Series A and Series B headcount targets — the data quality problem gets worse as the team grows, not better. The integration with HubSpot means new hires have verified data from day one.”
  2. From the Series B Playbook: “The post-funding window is typically 4–6 weeks before headcount planning locks in. The teams that build the data layer before the hiring surge get faster ramp times — the ones that build it after are playing catch-up.”
  3. From the HubSpot Integration Guide: “The HubSpot integration is native — no workaround, no API setup required. Most teams are live within 48 hours of starting the configuration.”

KNOWLEDGE GAPS

No Confluence page found for: Outreach + HubSpot combined stack use case. If T.K. asks how the product works alongside both tools simultaneously, the rep will need to check with a solutions engineer before the call — no internal documentation covers this combination.


Illustrative example — fictional company names used. Run with your own Confluence space and prospect data to see live results.

Built by: Lusha
Time to build: 2 min
Difficulty: Easy
Tools: Claude, Confluence, Lusha
Type: Prompt

Why use Lusha in Claude

Lusha in Claude answers the two questions a rep needs answered before a first call: who is the right person to speak to, and what internal knowledge is relevant to the prospect’s situation. Lusha validates the contact and surfaces the account signal — the Series B that closed 18 days ago. Confluence surfaces the internal knowledge that makes the conversation specific — the post-funding playbook, the HubSpot integration guide, the mid-market SDR ramp use case. Without Lusha, the rep has the right content but might be calling the wrong person. Without Confluence, the rep has the right person but generic talking points. In Claude, both run in the same prompt — the contact check and the content search happen together, which is why the output is a call brief rather than two separate research tasks.

Data drawn from 300M+ verified contacts under GDPR, CCPA, SOC 2, ISO 27701, ISO 31700, and TRUSTe.

FAQ

  • Does the Atlassian connection cover both Jira and Confluence?

    Yes — one Atlassian connection covers both. Connect once and every Atlassian play in the library works: Confluence search and page creation, Jira ticket search and creation. No separate connections needed for each tool.

  • Does this search the rep's company's Confluence or the prospect's?

    This searches the rep’s own company’s internal Confluence — where product documentation, integration guides, competitive intel, and internal playbooks live. It’s not searching the prospect’s Confluence. The question being answered is: “What does our own knowledge base say that’s relevant to this prospect?”

  • What if Confluence has very little content?

    The prompt flags every knowledge gap — areas where no Confluence page was found. This is useful in two ways: the rep knows what to research before the call, and the knowledge gaps become a signal for what content the team should create. If the same gap appears across multiple prospect searches, that’s a content priority.

  • How is this different from the Drive prior relationship check?

    The Drive prior relationship check searches Drive for any history with the specific company — prior proposals, notes, failed deals. This play searches Confluence for relevant product and use case knowledge that applies to the prospect’s profile — integration guides, playbooks, competitive pages. Different sources, different questions. Run both for high-priority first calls.

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