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

  • Reduce manual interventions and workload. Eliminate risk of human error
  • Capture metadata with custom fields created for reporting and hidden from Users
  • Status visibility, option to share, chat, etc.
  • Approval requests with an option to approve/decline directly from email or chat
  • Easy to access and use request forms for driving efficient self-serviced work practices
  • Equitable workplace and quality of service for all employees, regardless of their location
  • Status visibility, option to share, chat, etc.
  • Approval requests with an option to approve/decline directly from email or chat

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