Learn Automation in Jira with real-world examples

Name: Learn Automation in Jira with real-world examples
Rating: 4.4 (1574 reviews)

Learn Jira's automation tool through multiple real-world examples to automate the mundane tasks and gain efficiency

Created byKosh Sarkar (Atlassian Certified Trainer)

Last updated 6/2025

English

What you'll learn

Understand how automation works in Jira - types of automations, allowances, permissions etc
Be able to set up automation rules to automate mundane tasks in Jira
Get ideas (through examples) of where the automation tool can be taken advantage of

Course content

3 sections • 19 lectures • 2h 15m total length

Welcome0:48
Welcome to the automation for Jira course :)
Automation background2:46
Let's take a look at what an automation rule is composed of and get some background on the tool
Rule types, allowances & permissions2:32
Understand the allowances and permissions around automation for jira
Our first automation rule12:45
We're going to create a project with sample data, see how we can access the automation tool, create our first rule and then observe and look at the rule details.

Introduction0:49
Trigger on field value changed7:53
We will use the "field value changed" trigger and set up a rule to send notifications based on the priority of a newly created issue.
Auto-assign an issue10:04
We will look at the auto-assign action and all the different options available with this action
Intro to smart values6:48
Get an introduction to the very valuable capabilities and usefulness of smart values
Testing smart values using the audit log5:24
Learn how to test smart value output using the audit log. This audit log is actually useful to do testing on any automation rule.
Manual trigger and auto-generate issues8:28
We will take a look at the Manual Trigger and use it to auto-generate issues through a one-click step
Intro to branching rules8:07
Our first look at the ability to create branch rules inside an automation rule. This feature can come in handy on many occasions.
Scheduled trigger and generate issues on a schedule6:18
Learn how to auto-generate issues, or do other functions on a scheduled basis and never require that manual step to do recurring tasks.
Re-fetching issue data4:04
Take a look at a valuable action available to do logic on the latest state of an issue, even if that issue was updated in the automation rule itself. It allows us to see an issue in it's latest state, while in the middle of a rule execution.

How to get smart values9:34
We will take a look at an easy way to capture smart value names to use in your automation rules, and see what data is available.
Send email on priority upgrade7:54
A more advanced rule to notify on priority upgrades, rather than a pre-defined value of Priority. It will utilize a smart value function and notify whenever a priority is upgraded.
Track number of times in a status11:20
We will see how you can keep a count of how many times an issue goes to a particular status. More specifically, we will see how many times an issue needs dev re-work (goes from QA back to Dev)
Lookup issues and send daily filter list7:59
See how you can use the Lookup Issues action to post a daily list of filter results to Slack.
Bulk update issues using smart logic12:15
Kick bulk updating issues up a notch by implementing smart logic on the update. In this example, we will see how we can bulk update a custom field (QA time) by setting it to 10% of the total time logged on the issue.
Branch rules on linked issues9:17
We will see how we can have automation around linking issues. In this example, when a blocking issue is completed, we will post a comment in the issue it was blocking. We will also see how data can be copied from the blocking issue into the blocked issue.

Requirements

Familiarity and basic knowledge of JIRA
If you're looking to follow along, you would need access to a JIRA Standard Cloud instance (free trial is available )

Description

This course teaches you how to use the invaluable automation tool in Jira.

This tool (that was previously a paid add-on) has proven to be so popular and useful, that it was taken over by Atlassian themselves, and is now included with all Cloud subscription. It is still an add-on available on Jira Server though.

Automation for Jira allows you to set up Triggers, Conditions and Actions, where you can listen for a particular event in Jira to trigger an automation rule, then check certain conditions and execute some actions accordingly. We will be learning this tool through real-world examples, some of which include:

Send notifications (email/slack) when an issue is created with a particular priority, or when the priority is set to a specific value, or simply whenever the priority is upgraded
Automatically distribute workload to the development team by auto-assigning issues and keeping balance in workload between all team members
Embed issue data in the automation logic and include in notifications
Perform recurring tasks automatically and on a scheduled basis (like creating recurring issues)
Track how many times an issue goes to a particular status
Post a list of filter results to Slack at the same time every weekday
Bulk update issues using smart logic
and many more....

STRUCTURE OF THE COURSE:

Introduction and background – Introduce the tool, talk about background and other logistics and get our first look at an automation rule
Basic Rules – We'll start with the basics and introduce you to many highly useful features and capabilities such as smart values, branch rules, and take a look at certain triggers and actions
Advanced Rules – Now you've got the hang of it so here we'll just see more examples, many of which use more advanced triggers/actions and general automation logic.

Hope to see you inside :)

Who this course is for:

Anyone looking to learn and use Jira more effectively
Any existing Jira administrators looking to learn and take advantage of the automation functionality
Any existing Jira project administrators looking to utilize automations in their projects

Learn Automation in Jira with real-world examples

What you'll learn

Explore related topics

Course content

Introduction4 lectures • 19min

Basic Rules9 lectures • 58min

Advanced Rules6 lectures • 58min

Requirements

Description

Who this course is for: