Unleash the Power of Efficiency: A Recap of Our "Jira Automations" Event

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Are you tired of repetitive tasks slowing down your Jira workflow? Look no further than automation!

On Feb 28, 2024, we hosted an informative session led by Heather Ronnebeck with Erica Larson, Andree Lindenblatt, David Renton, and Krimo Khermane, on the power of Jira Automations. This blog post summarizes the key takeaways to help you unlock the potential of automation in your own projects.

Watch the Recorded Event

Couldn't attend our "Jira Automations" event live? Don't worry! You can catch up on all the insightful discussions and demonstrations by watching the recorded session on YouTube.

Watch the recorded event on YouTube

What is Jira Automation?

We kicked things off by explaining the concept of Jira automation. In essence, it allows you to set up rules that automatically trigger specific actions within Jira based on predefined conditions. Think of it as a digital assistant that takes care of the mundane tasks, freeing you to focus on higher-level work.

Common Use Cases for Automation:

The session dove into several practical scenarios where automation shines:

• Automatically assigning issues to the appropriate team member based on specific criteria.

• Sending notifications to stakeholders when certain milestones are reached.

• Closing inactive tickets after a set period of inactivity.

• Updating custom fields with relevant information based on other field values.

These are just a few examples, and the possibilities are truly endless!

Advanced Tricks and Tips:

We didn't stop there. Heather shared valuable insights and techniques to help you build robust and efficient automation rules. This included:

• Leveraging smart values to dynamically access and manipulate data within Jira fields.

• Utilizing branching logic to create multi-step workflows with conditional execution.

• Optimizing your automation rules for performance and maintainability.

Live Examples in Action:

To solidify the concepts, Heather presented two live demonstrations showcasing real-world applications of Jira automation. Witnessing these examples firsthand provided attendees with a clear understanding of how automation can be implemented in practice.

Q&A Discussion:

The session concluded with an engaging Q&A session, where Heather, Krimo, Erica, David and Andree addressed various questions from the audience, covering specific use cases, troubleshooting common issues, and best practices for implementing Jira automation effectively.

Some of the technical discussions through the presentation and in our Q&A included:

• Using triggers, conditions, and actions in automation rules

• Employing smart values and branching

• Working with Jira Cloud and Data Center versions

• Limits and functionalities of automation rules

• Integrating external data sources (Okta, Azure AD)

• Troubleshooting automation issues

• Tips and best practices for building workflows

Ready to Automate Your Workflows?

By leveraging the power of Jira automation, you can streamline your workflows, save valuable time, and boost your team's productivity. We encourage you to explore the possibilities and see how automation can transform your Jira experience!

Additional Resources:

Atlassian Community Automation Group - https://community.atlassian.com/t5/Atlassian-Automation/ct-p/automation

Article on the Procurement Automation Example - https://community.atlassian.com/t5/App-Central/Managing-Procurement-in-Jira-Use-Case-Example/ba-p/2015161

Article on Navigating Test Executions Workflows with Automation - https://community.atlassian.com/t5/Automation-articles/Navigating-Test-Execution-Workflows-A-Beginner-s-Guide-to-Jira/ba-p/2606780

Jira Cloud Resources:

Jira Software automation: basics & common use cases

• https://www.atlassian.com/software/jira/guides/automation/overview#what-is-automation

Automation Rule Library and Playground

• https://www.atlassian.com/software/jira/automation-template-library#/rule-list?systemLabelId=all&page=1&pageSize=20&sortKey=name&sortOrder=ASC

Automation service limits

• https://support.atlassian.com/cloud-automation/docs/automation-service-limits/

Smart values in Jira Cloud automation

• https://support.atlassian.com/cloud-automation/docs/smart-values-in-jira-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/

Clone Epic, Stories and Subtasks tree with Jira Automation

• https://community.atlassian.com/t5/Jira-Software-articles/Clone-Epic-Stories-and-Subtasks-tree-with-Jira-Automation/ba-p/2316387

Issue Checklist for Jira from HeroCoders

• https://marketplace.atlassian.com/vendors/1215166

Free Jira Cloud

• https://www.atlassian.com/software/jira/free

Jira DC Resources:

DC Automation Link

• https://marketplace.atlassian.com/apps/1215460/automation-for-jira?tab=overview&hosting=datacenter

DC Get started guide

• https://confluence.atlassian.com/automation/get-started-with-jira-automation-993924596.html

Smart values in Jira Data Center automation

• https://confluence.atlassian.com/automation/smart-values-in-jira-automation-993924627.html

[Andy Gladstone]

Thanks for this summary @Heather Ronnebeck! I'm sorry I missed the live version, but am appreciative that this was recorded and posted on YouTube - I've already started watching.