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Excel file sent automatically by email

Monica I. Velazquez M. September 5, 2023

I want the excel of a filter already created and saved to be sent automatically by email with Jira Cloud.
Does anyone know how to do it?

2 answers

2 votes
Levente Szabo _Midori_
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
September 6, 2023

@Monica I. Velazquez M. 

This is possible with Better Excel Automation, a free counterpart app for Better Excel Exporter for Jira

It is available for for both Jira Data Center and Jira Cloud!

(Please note that Better Excel Automation is a free, Better Excel Exporter is a paid app and I'm part of the team supporting and developing these apps.)

1 vote
Joseph Chung Yin
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
September 5, 2023

@Monica I. Velazquez M. -

Hi Monica:

Can you provide a bit more information on your ask - What do you mean by "the Excel of a filter already created/saved to be sent out via email">  

Typically, you can share the Excel (CSV) generated against AR plan.  The exported file is outside of Jira env once it is exported.

Reference Link on generated CSV export - https://support.atlassian.com/jira-software-cloud/docs/export-advanced-roadmaps-plan-data-as-csv/

Here are links on how to share your plan data with others -

CLOUD env - https://support.atlassian.com/jira-software-cloud/docs/share-and-export-your-advanced-roadmaps-plan/

DC env - https://confluence.atlassian.com/jirasoftwareserver/share-plan-and-export-data-1044784271.html

I am not aware of any automation design to send the exported CSV file via email from the Jira env.

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

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