System-Wide Automation Rules to Orchestrate All Your Business Processes

Robust automation engine spanning all native Atlassian products and applications, as well as 3rd party tools

Enhanced Workplace Automation Features Application Examples

Streamlined Self-Service Request Forms

Intuitive, easy-to-access forms empower employees to initiate requests independently, fostering a more efficient, self-serviced work environment.

Dynamic request form demo

Automated Employee Feedback Collection

Real-time micro-surveys capture essential feedback on employee satisfaction, generating actionable insights to enhance workplace experience and engagement.

Real-Time Status Visibility and Collaboration Options

Centralized dashboards allow employees to view request statuses and enable seamless collaboration through integrated sharing and chat.

360 degree visibility with EazyBI

Direct Approvals from Email and Chat with One Click

Empower managers with immediate, in-app approval capabilities, allowing requests to be approved or declined directly from email or chat.

Consistent Service Quality Across Locations

Ensures equitable access to resources and a uniform standard of service, enhancing employee experience regardless of geographical location.

Employee service portal demo

Personalized Notifications and Alerts

Tailored notifications keep team members informed of request updates, deadlines, and approvals, reducing follow-up needs and enhancing transparency.

Featured Examples of Automation Rules

Video walkthroughs demoing some practical applications of Jira automations for various business lines' day to day activities

Lead / Opportunity Scoring Automation Rule

In this example BANT Scoring system (budget, authority, need, timeline) is programed (could be any other scoring logic) using math function. Every time when sales manager updates an opportunity parameter (timeline, decision making power, budget, existing contract), the automation rule is triggered to recalculate total score

Automation for Assigning Hourly Rates

This automation rule is designed for service-first businesses that bill clients based on an assigned professional’s hourly rate model. It ensures accurate billing by automatically applying the assigned professional’s hourly rate to each new task created in your system. Additionally, the same rule can be used to fill in the internal cost per hour field. The rule is triggered whenever a new task is assigned, streamlining your workflow and ensuring consistency in cost management.

Timesheet Approval Automation Rule

When the approver moves issue to "done", a smart value condition check is run: the system will compare logged time against original estimate and will flag if spent billable hours are more than budgeted. Discrepancy would reflect in reports and dashboards for finance controller. ​

{{issue.fields.timeestimate}} is compared to {{worklog.timeSpent}}

More Automation Rule Examples

Print screens of Automation Rules configurations from Atlassian Org Admin view