Create automation

[Francisco Navarro]

Dears, 

I need to create an automation that sends an email with a certain text to several people, but above all it is required that in a part of the text it refers to the current month or the report of the current month, example:

- It is February, the body of the email should say

"Good morning, Dante. Hoping you are well. Could you send me the Available Link Quality information for the month of February 2024. I look forward to any questions, thank you very much in advance. Regards!"

The text highlighted in bold is what should vary from month to month.

[alireza gholipour]

If you're using Jira Automation, you can create a rule that dynamically inserts the current month into the email body using smart values.

Steps to Set Up the Automation:

1. Go to Project settings > Automation.

2. Create a New rule and select a Trigger (e.g., scheduled trigger or when a new ticket is created).

3. In the Action section, choose Send email.

4. Use the following email template with smart values:

Good morning, {{issue.reporter.displayName}}. Hoping you are well. 

Could you send me the Available Link Quality information for the month of **{{now.format("MMMM YYYY")}}**?

I look forward to any questions, thank you very much in advance.

Regards!

The smart value {{now.format("MMMM YYYY")}} automatically replaces itself with the current month and year, such as "February 2024" or "March 2024", ensuring the email always refers to the correct time frame.

[Trudy Claspill]

Hello @Francisco Navarro 

Have you tried to create this? If so, what have you tried.

If the rule should include the current month and/or year, you can do that by using the smart value {{now} and adding date formatting options.

More detail can be found here:

https://support.atlassian.com/cloud-automation/docs/jira-smart-values-date-and-time/

In the body of your email you can use this to get the name of the current month:

{{now.format("LLLL")}}

You can get the 4-digit year for the current date with this:

{{now.format("YYYY")}}

[Bill Sheboy]

Hi @Trudy Claspill 

Just a quick FYI / reminder for the date format() characters:

"Y" is the week-based-year and "y" is the year-of-era, and so using "YYYY" could be a different value than a person expected during the first / last weeks of the calendar year. 

For example, on 29 Dec 2025 the "YYYY" would be 2026 and "yyyy" would be 2025.

Kind regards,
Bill

[Bill Sheboy]

Hi @Francisco Navarro 

You posted this question in the Jira community, and the email template you show has no information about Jira issues (or other entities).  Did you post this in the correct location?

If you did post it in the correct location, what have you tried thus far to solve this need?

If you have started an automation rule and it is not working as expected, please post the following to provide more context:

• what type of project is this (e.g., company-managed, team-managed, etc.), 
• an image of your complete automation rule in a single image,
• images of any relevant actions / conditions / branches,
• an image of the audit log details showing the rule execution, and
• explain what is not working as expected and why you believe that to be the case.

If you have not started a rule, I encourage you to try.  Successfully using automation requires learning and experimentation.  To get you started on creating your rule, please refer to these documentation and example sources:

• https://www.atlassian.com/software/jira/guides/automation/overview#what-is-automation
• https://support.atlassian.com/cloud-automation/docs/jira-smart-values-issues/
• https://support.atlassian.com/cloud-automation/docs/jira-smart-values-date-and-time/

Kind regards,
Bill

[KaszinoRadar]

This is exactly what I was looking for, thank you very much!