Jira automation to look at specific checklist items, and send an email with a list of incomplete

Christy Kennedy
Contributor
February 3, 2025

Hello - my company is using Checklist for Jira Cloud (free)

I am looking for a way to do an automated email notification that goes into a specific issue, looks at the checklist, and sends a list of the summaries of incomplete items.

It would also be great if we could tie various tasks in 1 checklist to various corresponding users. Then we can tag the user alongside the incomplete item in the email.

Example:

The below checklist items form STORY-123 are incomplete:

1 answer

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Bill Sheboy
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February 3, 2025

Hi @Christy Kennedy 

In the documentation for that marketplace addon, there are many automation rule examples.  Here is one similar to your scenario, using a regular expression go determine if a specific item is completed: https://docs.herocoders.com/checklist/add-label-when-a-given-checklist-item-completed

That example could be inverted and adjusted for your scenario, checking for specific ones which are not completed.

Updated: it appears you are using a different app than I found searching, although the use of custom fields appears similar.  

As their documentation does not have examples / details for your scenario, you may want to first use this how-to article to understand how they store a checklist as a custom fields: https://support.atlassian.com/cloud-automation/docs/find-the-smart-value-for-a-field/

As this is a marketplace app, I recommend experimenting and writing values to the audit log until it works as want.  Once it works, you could start sending the emails.

 

Kind regards,
Bill

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