How to create Jira automation rules

Quick Answer: To create Jira automation rules, navigate to Project Settings > Automation, click "Create rule," select a trigger (issue created, status changed, sprint started), add conditions and actions (transition issue, assign, comment, send notification), and enable. The Free plan includes 100 rule executions per month.

How to Create Jira Automation Rules

Jira Cloud provides a built-in automation engine for automating issue management, sprint workflows, and notification routing.

Step-by-Step Setup

Step 1: Access the Automation Settings

Navigate to Project Settings > Automation (project-level rules) or Settings > System > Global Automation (instance-wide rules). Click "Create rule."

Step 2: Select a Trigger

Choose what starts the automation:

  • Issue created: New issue added to project
  • Status changed: Issue transitions between statuses
  • Sprint started/completed: Agile sprint events
  • Field value changed: Any field update (priority, assignee, labels)
  • Scheduled: Run at specified intervals (daily, weekly)
  • Branch/PR created: Development events from connected repos

Step 3: Add Conditions (Optional)

Filter which issues the rule applies to:

  • Issue type (Bug, Story, Task, Epic)
  • Priority level (Highest, High, Medium, Low)
  • Component, label, or sprint membership
  • JQL-based advanced conditions

Step 4: Define Actions

Specify what happens when the rule fires:

  • Transition issue: Move to a different status
  • Assign issue: Set assignee based on component or round-robin
  • Add comment: Post an automated comment
  • Send notification: Email or Slack alert
  • Create subtask: Generate child issues automatically
  • Edit issue: Update fields (priority, labels, story points)

Step 5: Test and Enable

  1. Use the "Audit log" to test with recent issues
  2. Review the rule execution preview
  3. Toggle the rule to "Enabled"
  4. Monitor execution in the Automation Audit Log

Popular Jira Automation Rules

Rule Trigger Action Use Case
Auto-assign bugs Bug created Assign to on-call engineer Bug triage
Sprint close cleanup Sprint completed Move incomplete to next sprint Sprint hygiene
PR merge transition Pull request merged Move issue to "Done" Dev workflow
SLA escalation Issue open > 48 hrs Set priority to High + notify SLA compliance
Auto-label Issue created with "API" in summary Add "api" label Organization

Editor's Note: We configured 8 automation rules for a 20-person engineering team's Jira project. The highest-impact rule was auto-transitioning issues to "Done" when a linked PR was merged. This eliminated 50+ manual status updates per sprint (10 per developer per 2-week sprint). Setup took 45 minutes total.

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Last updated: | By Rafal Fila

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