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Automation of Story and Sub Task creation

Dan Allenby
Contributor
December 8, 2025

I have a Kanban board set up for all my customer onboardings, which is linked to a Jira Service Management (JSM) board. Currently, when a service request is raised, an automation rule triggers the creation of an Epic on my Kanban board.

What I want to achieve next is:

  • Once the Epic is created, I want Stories and Sub-Tasks to be automatically generated under it.

  • Each Story represents a phase of onboarding (e.g., Readiness, Security).

  • Each Sub-Task represents specific tasks within that phase (e.g., Setup meeting, Configure security).

  • The set of Stories and Sub-Tasks should depend on the package the customer selects.

Example workflow:

  1. Customer raises a ticket (Service Request).

  2. Automation creates an Epic.

  3. Based on the Package selected (e.g., Package 1):

    • Create Stories: Readiness, Security, etc.

    • Under each Story, create Sub-Tasks: Setup meeting, Setup security, etc.

Question:
How can I automate Jira so that once a user logs a ticket, all relevant Stories and Sub-Tasks are automatically created under the Epic, according to the package selected?

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