Hey, I need automation that will generate assets assigned to the client with information about the status and SN and send him an email with such information.
Sample content:
Hey Client you have 3 devices.
Device List:
* iPhone, SN, Status
*Macbook,SN,Status
*Monitor,SN,Status
Example in Jira Automation:
Trigger
Issue transitioned (to a status representing “active released / consolidated relationship with the customer”)
OR Scheduled for recurring statements.
Find the Customer / reference object for Assets
If you have a "Customer" field (custom field) in the issue:
Action: Lookup issues does not resolve Assets, so you use:
Branch rule / related entities → For Assets objects
Related to the Assets field in the issue (e.g., “Customer Equipment” or “IT Asset”).
If the relationship is: Issue → "Customer" field → Assets:
You can call Assets via Lookup using AQL:
objectType = "Device" AND "Customer" = "{{issue.customfield_customer}}"
Build the device list (text)
Within the Assets branch (or after a lookupObjects from Assets):
Create a variable with the body:
{{#lookupObjects}}
* {{Model}} – SN: {{Serial Number}} – Status: {{Status}}
{{/lookupObjects}}
Send the email
With the action Send email (in Automation for Jira):
To:
Customer email field (if it's a JSM issue, you can use {{issue.reporter.emailAddress}}), or
Custom customer email field, or
A fixed test email.
Subject:
Body (using your template):
Hey {{issue.customfield_customerName}}, you have {{lookupObjects.size}} device(s).
Device list:
{{#lookupObjects}}
* {{Model}} – SN: {{Serial Number}} – Status: {{Status}}
{{/lookupObjects}}
Best regards,
[Your Name / Area Name]
Adjust the field names (Model, Serial Number, Status, Customer) to match the exact attributes of your Assets schema.
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