Automation to send Spreadsheet of JQL Results to Users

Question

Looking for a way to build an automation rule to populate a spreadsheet (csv, xls, xlsx, Google Sheets, etc.) with the results of a JQL query and send that to a pre-defined list of users.

I have recommended subscriptions but my users' customers are external and we do not want to share links to our internal systems which they will be blocked from accessing. Additionally, we cannot give them access to generate their own exports as our instance is IP restricted.

Does anybody have any suggestions?

Aron Gombas _Midori_ · Answer

@Mathew Lederman The Better Excel Automation implements exactly what you are looking for.

As part of standard Jira automation rules, it can create custom Excel sheets, attach that to an email and send that to a set of email addresses. The recipient doesn't have to have a Jira account. A rule looks like this:

Here is the step-by-step guide (and video).

(Discl. this app is developed by our team.)

Bill Sheboy · Answer

There are certainly marketplace apps to fill this need, although I have not used any of them.

My suggestions were options to use automation rules.  For example, one could use the Lookup Work Items action with JQL to gather and then iterate to construct a CSV for an email, perhaps like this:

"Key","Summary","Assignee"
{{#lookupIssues}}
{{key}},"{{summary}}","{{assignee.displayName}}"
{{/}}

Mathew Lederman · Answer

Bill,

As always, appreciate you digging in.

How would I populate the CSV from a JQL query? Or are you suggesting to build comma separated values from JQL results?