Migrating from Confluence to Loom
Loom scores 4.7/5 on G2 — 0.6 points ahead of Confluence (4.1/5). If you're making the switch, here's how to migrate your team from Confluence to Loom step by step.
At a Glance
- 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
- 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
You leave behind
- −workflow automations
Migration Steps
Audit and export your current workspace
Before touching Loom, document what lives in Confluence: 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 Loom workspace
Create your Loom workspace and replicate your project structure using tasks and projects. Loom starts at $12.5/user/mo/user/mo with a free tier available — budget $6.45/user/mo more per user. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest Loom equivalent for each Confluence feature your team relies on. projects and tasks in Confluence maps to tasks and projects in Loom. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Loom supports CSV import for tasks and projects and has 20+ native integrations. For automations that don't have a native equivalent in Loom, Zapier or Make can bridge the gap. 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. Loom has a gentle learning curve — most PMs are fully productive within 1–2 days. Focus the session on the UI differences rather than feature training.
Run Confluence in parallel for two weeks
Keep Confluence read-only while your team works primarily in Loom. 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 Confluence, archive the workspace and make Loom the official home.
Ready to switch?
Read the full Loom review for pricing, integrations, and team fit details.