How to create an issue in Jira Software using AI extraction feature when a message is posted on Slack
How to Integrate Applications
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2024/12/24
How to create an issue in Jira Software using AI extraction feature when a message is posted on Slack
a.ohta
How do you respond when a new issue is added to the Jira Software shared by your team, or when you add an issue yourself? In most cases, the standard practice is to regularly access Jira Software. However, there are times when you check and find no new issues, or the issue is not assigned to you. Also, interrupting your work just to access Jira Software for adding an issue can be a bit of a hassle. Therefore, this time, we introduce automation that enhances the potential for efficient issue management. As it is automation utilizing AI, it is expected to improve work efficiency in line with the IT society.
Recommended for
Teams managing tasks with Jira Software
Those who want to reduce the hassle of adding issues to Jira Software
Companies using Slack as their main communication tool
Leaders who want to smoothen issue sharing between teams
Benefits and Examples of Integrating Slack and Jira Software
Benefit 1: Reduces the hassle of creating issues
With this integration, messages posted to a specific Slack channel can be automatically added to Jira Software issues by utilizing AI extraction features to extract necessary information such as issue names and assignees. This should reduce the hassle involved in adding issues. For example, previously, when a new issue arose, you had to interrupt your work to access Jira Software. However, with this automation, you can simply post the issue content to the Slack channel you use as your main communication tool, and it will be automatically created, saving you the trouble of switching between tools. This increases the potential to reduce the time spent on adding issues.
Benefit 2: Smoother issue verification
By posting issue content to a specific Slack channel, it is expected to become easier to check issues without accessing Jira Software. For example, previously, you had to access Jira Software every time an issue was added. However, by sending the issue content to a specific Slack channel and having the issue automatically created, you will be able to check the details of the issue from Slack as well. Additionally, you can also keep track of who added the issue and when, making it easier to discuss issues on Slack.
Benefit 3: Reduction of repetitive tasks
By integrating Slack and Jira Software, repetitive routine tasks can be simplified, saving time. For example, previously, every time an issue arose, you had to access Jira Software to add a new issue. Additionally, those checking the issues also had to regularly check Jira Software, creating a "task of checking tasks" situation. By utilizing this app integration, you can complete issue verification solely on Slack, which is expected to save time spent on repetitive tasks.
Now, let's explain how to "create an issue in Jira Software when a message is posted on Slack" using the no-code tool Yoom.
[What is Yoom]
How to Create Issues in Jira Software from Content Posted on Slack
First, pick up specified strings from the content of messages posted to a specific Slack channel using AI extraction features. Then, use the Jira Software API to receive this data and register it as a new issue. Generally, implementing such integration requires programming knowledge, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.
The integration flow this time is broadly divided into the following processes.
Integrate Slack and Jira Software with My Apps
Set up to launch Slack
Set up to pick up strings with AI extraction features and create issues in Jira Software
Turn on the trigger button and verify the integration operation between Slack and Jira Software
First, register with Yoom. Yoom offers a 2-week trial, allowing you to check the usability through actual operation.
Step 1: Integrate Slack and Jira Software with My Apps
After completing the registration for Yoom, please select "My Apps" from the menu on the left side.
Next, click the new connection button at the top right.
Integrating Slack with Yoom
1. Search
Enter Slack and click the Slack icon.
2. Enter Required Information
A screen like the above will be displayed, so select the channel you want to integrate with Jira Software from the dropdown. Then, press "Allow".
The screen will automatically switch to Yoom, and if the above display appears, the integration is complete.
Integrating Jira Software with Yoom
1. Search
Search for Jira Software and click the Jira Software icon.
Once the two required items are set, press the add button at the bottom right. If the above display appears, the integration is complete.
Step 2: Copy the Template
Next, please copy the template to be used this time.
1. Click "View Details" on the top banner 2. Click "Try This Template" at the bottom of the transitioned screen 3. If you haven't registered with Yoom yet, please register ※ If you have already registered, the login screen will be displayed, so please log in.
When the Flowbot template is copied to "My Projects", the above display will appear.
You will be taken to a page like the image, so let's proceed with detailed settings.
Step 3: Slack Launch Settings
1. Open My Projects
Open "My Projects" from the menu on the left side of the screen.
2. Open the copied template Click "【Copy】Create an issue in Jira Software when a message is posted on Slack".
3. Select an App Trigger
Click on the Slack icon "When a new message is posted to a channel". Since the title and other settings are complete, press Next.
4. Set Trigger Interval
Set each item.
First, set the trigger interval. Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. Please note that the shortest trigger interval varies depending on the plan.
IDs can be selected by clicking the box.
Since it is displayed in a list, please select the ID you want to link with Jira Software.
5. Run a Test
Once the settings are complete, press the test button. If "Test Successful" is displayed, it is complete. Click Save.
Step 4: Set up AI Extraction to Pick Up Strings and Create Issues in Jira Software
1. AI Function
Click on the AI icon "Extract Data from Text". Press Next.
※ AI operations are available only with the Team Plan and Success Plan. A 2-week trial is available for paid plans.
2. Confirm Required Items
Confirm the required items.
The text to extract content to add to the issue is already set as the message sent to Slack.
Next, confirm the items you want to extract.
From the target text "Message", the items to be extracted are set as "Issue Title" and "Issue Details".
This allows you to send a message like the image above to a specified channel on Slack, and an issue will be created in Jira Software with this content.
3. Run a Test
Once the settings are complete, press the test button. If "Test Successful" is displayed, it is complete. Click Save.
Next, proceed with the settings to create an issue in Jira Software.
1. Operate the Database
Click on the Jira Software icon "Add Issue". Press Next.
2. Set Required Items
Enter the required items.
Enter the subdomain as noted at the bottom of the box.
Project keys and issue type IDs can be selected by clicking the box.
Select the ID to which you want to add the issue. Other settings are complete because the template is being used.
3. Run a Test
Once the settings are complete, press the test button. If "Test Successful" is displayed, the settings are complete. Press Save.
4. Turn the Trigger ON
When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON. This completes the app integration.
Flowbot template used this time Create an issue in Jira Software when a message is posted on Slack
Other Automation Examples Using Slack and Jira Software
Here are some other examples of automation using Slack and Jira Software.
1. Notify Slack When an Issue is Added in Jira Software
If you want to quickly grasp the addition of issues, this template is also recommended. How about using it in conjunction with the current flow bot?
2. Retrieve Jira Software board information and notify Slack
You can notify not only issues but also board information. Please utilize this to facilitate smooth project progress.
3. When an issue is created in Jira Software, add a record to Google Sheets and notify Slack
You can automatically store issues in Google Sheets. This can be useful for conducting detailed analysis on the issues.
Summary
By utilizing Jira Software, organizing tasks becomes more manageable, and simplifying the creation and review of issues should significantly enhance its convenience. Therefore, by implementing the automation introduced here, you may establish a more comfortable working environment than ever before. No programming knowledge is required to use Yoom. Anyone can implement automation by following the steps, so even those who have given up before can easily try it. Please make use of it.
The person who wrote this article
a.ohta
After working as a general store manager, I started working from home as an SEO writer. Later, an outsourcing agreement was signed with a marketing startup for about 5 years.
Surrounded by students at the University of Tokyo, I held a computer and spent my days studying various business terms and how to use SaaS tools.
When I was a general store manager, time was taken over and over again by office work such as sales and inventory management, human resource management, and ordering, etc., and I was unable to serve customers and often missed sales times. Even when outsourcing, there are many detailed tasks such as input, etc., and “can't such monotonous tasks be automated?” I thought so, and I really sympathize with Yoom's vision!
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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