How to create a story automatically on 5th business day of month every Quarter

[Kiran Punjabi]

How to create a story automatically on 5th business day of month every Quarter. Eg - Story to be automatically created in Quarter months i.e. April, July, Oct, Jan months on the 5th business day.

[pawarsachin84]

Hello @Kiran Punjabi,

Option 1: Use Scheduled Automation + Smart Condition

Step 1: Create a scheduled automation rule

Go to Project settings → Automation → Create rule

Choose "Scheduled trigger"

Set to run every weekday in Jan, Apr, Jul, Oct at 8 AM:

Cron: 0 0 8 ? 1,4,7,10 MON-FRI *

Step 2: Add a condition to match the 5th business day

Since Automation can’t count business days automatically, create a lookup table using Smart Values:

Example using Smart Condition:

{{now.format("yyyy-MM-dd")}} in ["2025-01-08", "2025-04-07", "2025-07-07", "2025-10-07"]

This will check if today is the 5th business day for that quarter's month.

You’d need to update this annually (or set dynamically).

Step 3: Action → Create issue

Issue type: Story

Fields: summary, description, assignee, project, etc.

[Staffan Redelius]

Hi @Kiran Punjabi 

It could be done using a automation but you might need to play around whith the scheduling to get it to execute as per your requirements.

[Philipp Sendek]

Hi Kiran,

at first, I used the same approach as Yogesh, but this way of configuring it doesn't allow you to exactly target the fifth day of each quarter. Instead you set an interval.

The solution to your request can be achieved using the cron expression in the Scheduled-trigger in Jira Automations.

It's hard to actually test it, but using documentation and having ChatGPT come to the same conclusion, I expect that the following cron expression would be what you need:

0 1 0 5 JAN,APR,JUL,OCT ? *

In detail, it runs the automation:

At 0:01:00 on the fifth of January, April, July, October.

To apply it, create a new Jira Automation, select the Scheduled Trigger, select the Advanced Tab in the timing configuration and paste the cron in the text field:

If you want to tinker with the cron expression yourself, there is a link to the documentation in the violet box (as seen on the screenshot) that leads to this page: https://support.atlassian.com/jira-software-cloud/docs/manage-filters/ (the cron part is a little below the half of the page)

I hope that helps!

Greetings
Philipp

[Dick]

I found a nice online tool for this: Cron Parser

It yielded me     0 0 5W */3 *     as the closest answer to OP's query.

This was translated by the page as:

"At 12:00 AM, on the weekday nearest day 5 of the month, every 3 months"

Kind regards,
Dick

[Philipp Sendek]

Hi @Dick ,

the cron parser looks great, thanks for sharing it! I have bookmarked it and will give it a try next time.
I got to be a bit cautious with online cron tools as I think there are at least two different ways for cron out there and one didn't work in Jira in the past - unless my brain is tricking me and I'm confusing this with regular expression.

I also like your more concise cron-statement that also considers the workday instead of any 5th day.

Thanks for sharing and improving my answer!

Greetings
Philipp

[Yogesh Mude]

@Kiran Punjabi  you can use jita automation to create user story automatically every quarter.

Like, you can use Scheduled event

--> Run the rule every 3 months

   --> on the First Friday

      ---> at specific time

        -->Then add an action to create a new work iteam