Excel file sent automatically by email

[Monica Velazquez]

I want the excel of a filter already created and saved to be sent automatically by email with Jira Cloud.
Does anyone know how to do it?

[Joseph Chung Yin]

@Monica Velazquez -

Hi Monica:

Can you provide a bit more information on your ask - What do you mean by "the Excel of a filter already created/saved to be sent out via email">  

Typically, you can share the Excel (CSV) generated against AR plan.  The exported file is outside of Jira env once it is exported.

Reference Link on generated CSV export - https://support.atlassian.com/jira-software-cloud/docs/export-advanced-roadmaps-plan-data-as-csv/

Here are links on how to share your plan data with others -

CLOUD env - https://support.atlassian.com/jira-software-cloud/docs/share-and-export-your-advanced-roadmaps-plan/

DC env - https://confluence.atlassian.com/jirasoftwareserver/share-plan-and-export-data-1044784271.html

I am not aware of any automation design to send the exported CSV file via email from the Jira env.

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

[Levente Szabo _Midori_]

@Monica Velazquez 

This is possible with Better Excel Automation, a free counterpart app for Better Excel Exporter for Jira. 

It is available for for both Jira Data Center and Jira Cloud!

(Please note that Better Excel Automation is a free, Better Excel Exporter is a paid app and I'm part of the team supporting and developing these apps.)