Jira Automation¶

What is Jira Automation?¶

Automation rules help eliminate repetitive tasks by automatically performing actions based on triggers and conditions.

Automation Components¶

Triggers¶

Events that start the automation: - Issue created - Issue transitioned - Field value changed - Comment added - Sprint started/completed - Scheduled (daily, weekly)

Conditions¶

Criteria that must be met: - Issue type is Bug - Priority is High - Assignee is empty - Status equals "Done"

Actions¶

What happens when triggered: - Assign issue - Transition issue - Add comment - Send notification - Create sub-task - Update field

Common Automation Examples¶

Auto-assign to Reporter¶

Trigger: Issue created
Condition: Assignee is empty
Action: Assign to reporter

Auto-close Old Issues¶

Trigger: Scheduled (daily)
Condition: Status = Resolved AND updated < -30d
Action: Transition to Closed

Notify on High Priority¶

Trigger: Issue created
Condition: Priority = Highest
Action: Send Slack notification

Creating Automation Rules¶

1. Project Settings → Automation
2. Click "Create rule"
3. Select trigger
4. Add conditions (optional)
5. Add actions
6. Name and enable rule
7. Click "Turn it on"

Best Practices¶

Start simple
Test thoroughly
Document rules
Monitor execution
Avoid infinite loops
Use conditions wisely

Next Steps¶

Learn about Integrations to connect Jira with other tools.