Migrating from Loom to Confluence
The main reason teams move from Loom to Confluence is product requirements documentation and team wiki. Confluence's approach — deep native integration with jira makes it the de facto documentation tool for teams already using atlassian — jira issues embed seamlessly in pages — suits startup and scaleup teams that have outgrown Loom's model. Here's how to migrate without losing historical context.
At a Glance
- Fastest way to communicate complex ideas asynchronously — record screen + camera in seconds with zero setup
- Loom AI automatically generates titles, summaries, chapters, and action items, saving significant post-recording effort
- Extremely low learning curve — even non-technical stakeholders adopt it instantly, making it ideal for cross-functional PM communication
- Deep native integration with Jira makes it the de facto documentation tool for teams already using Atlassian — Jira issues embed seamlessly in pages
- Extensive template library with 100+ templates for PRDs, meeting notes, retrospectives, decision logs, and more — accelerates team onboarding
- Real-time collaborative editing with inline comments, @mentions, and page watching enables asynchronous team communication at scale
You gain with Confluence
- +workflow automations
Migration Steps
Audit and export your current workspace
Before touching Confluence, document what lives in Loom: projects and tasks, custom fields, automations, integrations, and team permissions. Export a full CSV backup — most tools support this from Settings → Export. Pay particular attention to any workflow automations that your team relies on daily.
Set up your Confluence workspace
Create your Confluence workspace and replicate your project structure using tasks and projects. Confluence starts at $6.05/user/mo/user/mo with a free tier available — $6.45/user/mo less than your current Loom spend. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest Confluence equivalent for each Loom feature your team relies on. projects and tasks in Loom maps to tasks and projects in Confluence. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Confluence supports CSV import for tasks and projects and has 24+ native integrations. After importing, rebuild your key automations — Confluence's automation engine can replicate most rules you had in Loom. Start with your most active project rather than importing everything at once.
Onboard your team
Run a 30-minute walkthrough covering the daily workflow: how to create tasks and projects, update status, and find your board. Expect a moderate ramp — most engineers and PMs hit their stride within a week. The biggest adjustment is usually the project hierarchy.
Run Loom in parallel for two weeks
Keep Loom read-only while your team works primarily in Confluence. This reduces risk and lets people reference historical context — old decisions, archived tickets, past sprint data — without slowing the migration. After two weeks with no new work going into Loom, archive the workspace and make Confluence the official home.
Ready to switch?
Read the full Confluence review for pricing, integrations, and team fit details.