Jira Automation

Empower your team to reduce manual tasks by building powerful automation rules and integrating Jira with tools like Slack, GitHub, and Bitbucket - all with expert, real-time instruction.

Overview

An expert instructor will teach your team how to use Jira automation to automate repetitive work tasks. Your team will explore the building blocks of automation rules, including triggers, conditions, actions, branch rules, and smart values. Then, they’ll learn how to create their own automation rules.

Your team will also learn how to integrate Jira with other tools like Slack, email, Bitbucket, GitHub, and any webhook-enabled services.

Throughout the course, your team will be able to ask organization-specific questions in real-time and get the answers they need. The team learning environment delivers engagement, retention, and collaboration, extending the benefits of an instructor-led course beyond instruction time.

Train up your teams with private group training

Have a group of 5 or more students? Cprime also provides specialist private training with exclusive discounts for tailored, high-impact learning.

Full course details

Course outline

Module 1: Course Introduction & Access

  • Welcome and setup
  • Course logistics and terminology updates (Issues → Work items, Products → Apps)
  • Jira Access
  • Logging in to Jira Cloud site

Lab 1 – Log in to Jira (5 min)

  • Use Lab Workbook to log into Jira Cloud site

Module 2: Jira Automation Overview

  • Why Automate Jira?
  • Automate repetitive tasks
  • Enforce process consistency
  • Clean up Jira projects
  • Extend Jira functionality
  • Inform teams with messages/notifications
  • Integrate with other apps
  • Ways to Automate Jira
  • Workflow editor, bulk editing, apps, scripts/APIs
  • Built-in Jira automation (focus of this course)
  • What is Jira Automation?
  • No-code rule builder with triggers, conditions, actions
  • Example use cases (auto-close, Slack alerts, assign subtasks, cleanup tasks)
  • Who Can Create Automation Rules?
  • Global admins vs. project admins
  • Automation Building Blocks
  • Triggers (WHEN)
  • Conditions (IF)
  • Actions (THEN)

Lab 2 – Jira Automation Overview (10 min)

  • Create Kanban project
  • Create automation rule to add subtasks when new work item is created

Module 3: Creating More Rules

  • Manual Triggers
  • Run rules in special cases directly from work item details
  • Modify trigger type
  • Workflow Rules
  • Auto-assigning high priority items when transitioned
  • Balanced workload, random, or round-robin assignment
  • If/Else Conditions
  • Apply rules based on labels, priority, or field values
  • Example: assign “database” tasks to specific user

Lab 3 – Creating More Rules (15 min)

  • Create rule for subtasks with manual trigger
  • Create rule for auto-assigning high-priority work items
  • (Optional) Modify using If/Else block

Module 4: Automation Administration

  • Project-Level Administration
  • Rule details (scope, owner, actor, permissions)
  • Audit logs and rule executions
  • Copying, exporting, deleting rules
  • Performance insights
  • Global Administration
  • Site-wide rule management
  • Global/multi-project rules
  • Labels, imports/exports, audit logs, performance insights
  • Transfer user references across rules
  • Limiting Rule Creation
  • Restricting who can manage rules
  • Best Practices
  • Build step-by-step, test in sandbox projects
  • Use Log action for debugging
  • Avoid recursive rules and manage permissions carefully

Lab 4 – Administration (20 min)

  • Create Kanban project for testing rules
  • Create a rule that writes to audit log
  • Limit groups who can trigger rules
  • Copy rule to another project
  • Explore global administration

Module 5: Smart Values

  • Smart Values Overview
  • Placeholders for dynamic data in conditions/actions
  • Examples: {{now}}, field values, math/date functions
  • Using Smart Values
  • Work item fields, subtasks, story points
  • Context-sensitive help & documentation
  • Debugging with Log action
  • Lookup Work Items Action
  • Search with JQL and store results in {{lookupissues}}
  • Looping through multiple results

Lab 5 – Smart Values (10 min)

  • Create rule that lists keys for all “In Progress” work items in a project

Module 6: Advanced Rules

  • Branch Rules
  • Run sub-rules on related items (subtasks, parent epics, linked issues, sprint items)
  • Example: copy comments from story to epic
  • Advanced Component
  • Execute multiple branches simultaneously
  • Use for change/release orchestration
  • Integration with Other Apps
  • Slack, Teams, DevOps triggers (e.g., pull requests, builds)
  • Incoming webhooks and external system triggers
  • Sending JSON data to/from external apps

Lab 6 – Advanced Rules (15 min)

  • Create rule to copy comments from child to parent epic
  • (Optional) Create rule triggered by incoming webhook

Module 7: Jira Service Management Automation (Optional)

  • Overview of Jira Service Management
  • Request types, queues, SLAs, knowledge base integration
  • JSM-Specific Triggers & Actions
  • SLA breached triggers
  • Actions: add customers, auto-approve/decline requests, create requests in other desks
  • Template Rules
  • Balance support load
  • Notify assignee on SLA breach
  • Re-open requests when reporter comments
  • Resolve requests due to inactivity
  • Set organization using reporter’s domain

Lab 7 – Jira Service Management Automation (15 min)

  • View default JSM automation rules
  • Create new Service Management automation rule
Audience / prerequisites

This course is designed for 

  • Product owners
  • Scrum masters
  • Program managers
  • Product managers
  • Jira project administrators
  • Jira administrators
In this class you will learn how to
  • Automation overview
  • Creating more rules
  • Administration
  • Smart values
  • Advanced rules
  • Jira Service Management rules

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