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How to create weekly summary automation to Slack?

Hadar Dinte

Hello,

I created an automation that send a notification to slack when the issue passed the Due date or is near the Due date.

Now, I want to add a weekly report that calculates the number of issues that: passed the due date, near the due date, opened or closed in the previous week.

I want to send the Email/slack message like this:

Number of issues that Opened this week: X (number)
Number of issues that Done/Closed this week: X (number)
Number of issues near the due date: X (number)
Number of issues that passed the due date for now: X (number)

I would like to get any help if somebody know how to create automation for that

Thanks

Accepted answers

Bill Sheboy

Hi @Hadar Dinte

What have you tried thus far to solve this? Using automation rules often requires learning and experimentation, so the documentation and examples in the template library can help.

If you have not started yet, I suggest using the Lookup Issues action with JQL to capture the issues for each of your measures. Then save the count results using Create Variable actions, where each count would be {{lookupIssues.size|0}}

Then you could report all of the measures in your message by referencing the created variables.

Kind regards,
Bill

All comments

Tuncay Senturk _Snapbytes_

Hi @Hadar Dinte

To create an automation that sends a weekly report

1. Create a new Jira automation rule and select the trigger "Scheduled", and set the trigger to run once a week on a day you prefer.

2. Add the action "Jira: JQL Search" to the rule. In the search query, you can use JQL to search for issues

Below I am sharing some of the alternative JQLs that you can use to filter issues and get the count:

Number of issues that Opened this week: X (number)

created >= startOfWeek() - 7d AND created < startOfWeek()

Number of issues that Done/Closed this week: X (number)

status changed to Closed during (startOfWeek() - 7d, startOfWeek())   

you can use OR to add more statuses or use resolution field instead
Number of issues near the due date: X (number)

duedate >= startOfDay() AND duedate <= startOfDay() + 2d

(assuming 2d is enough)
Number of issues that passed the due date for now: X (number)

duedate <= startOfDay() AND status not in (closed, resolved)

3. Add the action "Send a Slack message" to the rule, and format the message using the results of the JQL search.

Here is the sample yaml code

Number of issues that Opened this week: {{#=}}{{searchResults.created}}{{/}}
Number of issues that Done/Closed this week: {{#=}}{{searchResults.status changed}}{{/}}
Number of issues near the due date: {{#=}}{{searchResults.duedate <= startOfDay() + 2d}}{{/}}
Number of issues that passed the due date for now: {{#=}}{{searchResults.duedate <= startOfDay()}}{{/}}

I hope this helps

Hadar Dinte

Hi Tuncay, Thank you very much.

Do I need to enter the yaml code in the message of the "Send a Slack message" action?

And I didn't understand how the yaml code know which data he need to take?

Hadar Dinte

About the JQL's, I already have some of them, but I get the list of the issues and I need the sum (number) of them

Tuncay Senturk _Snapbytes_

Please check this link. Then check Smart values to have a better understanding.

Bill Sheboy

Hi @Hadar Dinte

What have you tried thus far to solve this? Using automation rules often requires learning and experimentation, so the documentation and examples in the template library can help.

Then you could report all of the measures in your message by referencing the created variables.

Kind regards,
Bill

Hadar Dinte

Hi Bill, Thank you very much! it's work.

The only problem I have is that I get a number of messages to Slack according to the first action that I did in the rule.

For example, if the rule found 3 issues that created last week, so I will get 3 messages.

I would be happy to know if do you have any idea why it's happening, and how to solve it?

Bill Sheboy

I suspect the cause is you are using a Scheduled Trigger with JQL, which then runs for each issue found. The fix is to remove the JQL from the trigger.

For example:

trigger: scheduled with no JQL
action: Lookup Issues with JQL for issues created
action: create a variable to save your issues created count
and so on for the other counts...
action: send Slack message

If that does not help, please post images of your complete rule and the audit log details showing the execution. Those will provide context to help explain the symptoms.

Hadar Dinte

I can't run the rule without JQL

Maria Makarova_c8zlal

Hey @Hadar Dinte

I stumbled upon one thing that might help with the weekly report. I had a similar setup with Slack notifications for due dates, and I found this for JIRA and Slack integration. It works as a pre-made solution that you just use in your environment: https://www.getlazy.ai/templates/jira-weekly-done-issues-to-slack-fc1657c7-1588-47ef-a48e-249d846db7a8 (sorry for the link, hope it's allowed here)

They have a guide there, it walks you through setting up the JIRA and Slack connection, and it automatically fetches closed tickets and posts them to Slack every week. For me it was super handy for generating those weekly reports without much hassle.

Hope that works for you too

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