Is there a way to send a weekly summary of ideas, say on a Friday morning so that watchers or other designated groups can see what new ideas came in this week?
HI Jeff,
Great idea ;)
And yes, you can do it with Product's Discovery's automation because it still has all the awesomeness of #jira
You have a couple of options.
1. First, a traditional approach where you simply create a Filter (or saved search) where you narrow down your scope to your project and the status of the Ideas (Discovery for example).
2. Then you give the Search a name, click on the details and create a new Subscription:
3. Choose the day of the week, frequency etc:
Alternatively, consider creating an Automation rule every time a new idea is created to send a message to the Slack channel or an email. You can also run this rule on Schedule.
Ooh, I was so close, your solution is much nicer than mine!! Kudos :)
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hey Jeff, the 2 solutions that our amazing community shared are the 2 available solutions. We are looking into more native zero-touch solutions to this inquiry, stay tuned and please, everyone, let us know if this would be valuable to you!
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IMO: Using the share function w/in JPD would be a good option if this could be scheduled. Another possible solution would be some level of integration w/out duplication w/Atlas
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Thanks @Tere this is a great idea! Adding it to our JPD project :)
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'Send' - as in a file attachment in email or chat?
I have a couple of suggestions that might work for you:
Create a dashboard that has live and up-to-date data in it that can be accessed at any point in time, then just give them the link. You could send them a reminder email each week with a link to the dashboard so they can go review it. Alternatively you could screenshot the dashboard each week
That said, not everyone is going to log into Jira or be able to.
In that case, (for those who won't or can't log into Jira) I would probably either screenshot my dashboard each week and/or create a filter and put a 'created' criteria around it for 'in the last x days/weeks etc), then export the filter results each week as a printed list (pdf version) and send that out.
I haven't tried this out myself but I notice that Confluence has the ability to automate emailing of pages using AI summaries of, say, meeting notes or requirements etc and I wonder if you could play around with that as an option?
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