How to create an issue in Jira Software using AI extraction features when a message is posted in Microsoft Teams

Task management can be considered a key point in smoothly executing a project. However, do you ever feel a bit of hassle in creating or checking tasks themselves? This time, we introduce an app integration that enables efficient task creation. The integration involves Microsoft Teams and Jira Software. By utilizing AI extraction features, messages sent to Microsoft Teams can be read and tasks can be automatically created, potentially reducing manual work and improving operational efficiency. Recommended for: - Companies using Microsoft Teams as their main communication tool - Companies managing tasks with Jira Software - Those who communicate about tasks in Microsoft Teams - Those who want to reduce tool switching and create tasks efficiently Benefits and Examples of Integrating Microsoft Teams and Jira Software Benefit 1: Simplification of Issue Creation With this automation, messages posted in specific channels of Microsoft Teams are read using AI extraction features, and issues are automatically created in Jira Software based on the content. This is expected to simplify issue creation in Jira Software. For example, if you need to create a new issue while working, you would typically need to interrupt your work and access Jira Software. By implementing this integration, you can shortcut such actions, and issues are automatically created just by sending a message in Microsoft Teams, saving you effort. Benefit 2: Enhanced Issue Sharing By posting the issue content directly in Microsoft Teams, which is used as the main communication tool, issue sharing is likely to become smoother. For example, normally, you would need to access Jira Software to check issues, but with messages posted in Microsoft Teams, you can check the same content, making it easier to quickly grasp issues. Additionally, it may prevent overlooking content, potentially improving task management capabilities in team projects. Benefit 3: Prevention of Issue Creation Omissions By introducing automation using these two apps, you may avoid omissions in task creation. For example, even if you intend to add a discovered problem as an issue while working, you might focus on the work itself and postpone issue creation. This could prevent sharing necessary issues with team members, hindering progress. However, with automation, issues can be created just by posting a message in frequently used Microsoft Teams, making it easier to create issues than traditional methods and preventing omissions. Now, let's explain how to create issues in Jira Software when a message is posted in Microsoft Teams using the no-code tool Yoom. [What is Yoom] How to Convert Content Posted in Microsoft Teams into Issues in Jira Software First, pick up specified strings from the content of messages posted in specific channels of Microsoft Teams using AI extraction features. Then, use the Jira Software API to receive this data and register it as a new issue. Generally, programming knowledge is required to achieve such integration, but with the no-code tool Yoom, it can be easily achieved without programming knowledge. The integration flow is broadly divided into the following processes: - Integrate Microsoft Teams and Jira Software with My Apps - Set up to launch Microsoft Teams - 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 Microsoft Teams and Jira Software First, register with Yoom. Yoom offers a 2-week trial, allowing you to actually operate and verify the usability.

Step 1: Connect Microsoft Teams and Jira Software with My Apps

After completing the registration with Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Connect Microsoft Teams and Yoom

1. Log in
‍Log in to Microsoft365. By logging into Microsoft365, the My Apps connection will be completed quickly.
※ If you are not subscribed to the general business plan (Microsoft365 Business) for Microsoft365 (formerly Office365), authentication may fail.

2. Search

Click the Microsoft Teams icon.

3. Connection Complete

The screen will switch immediately. If the above display appears, the connection is complete.

Connect Jira Software and Yoom

1. Search

Search for Jira Software and click the Jira Software icon.

2. Set Account Name and Obtain Access Token

Set the required fields.
For more details, please check the How to Register My Apps for Jira Software in the red frame.

3. Click Add

Once the two required fields are set, press the add button at the bottom right.
If the above display appears, the connection 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 completed registration, 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 transition to a page like the image, so let's proceed with detailed settings. Step 3: Microsoft Teams 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 in Microsoft Teams". 3. Select App Trigger Click "When a message is sent to a channel" under the Microsoft Teams icon. The title and other settings are complete, so click Next. 4. Set Trigger Interval Set each item. First, set the launch interval. Triggers can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest launch interval varies depending on the plan. Each ID can be selected by clicking the box. Select the ID you want to link with Jira Software from the list. 5. Run 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 "Extract data from text" under the AI icon. Click Next. ※ AI is only available with a paid 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 set as the message sent to Microsoft Teams. 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". By doing this, when a message like the image above is sent to the specified channel in Microsoft Teams, an issue will be created in Jira Software with this content. 3. Run 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 "Add Issue" under the Jira Software icon. Click Next. 2. Set Required Items Enter the required items. Enter the subdomain as noted below the box. The project key and issue type ID can be selected by clicking the box. Select the ID to add the issue to. Other settings are complete as the template is being utilized. 3. Run Test Once the settings are complete, press the test button. If "Test Successful" is displayed, the settings are complete. Click Save. 4. Turn ON the Trigger When the Flowbot creation 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 in Microsoft Teams

Other Automation Examples Using Microsoft Teams and Jira Software

Here are some other examples of automation using Microsoft Teams and Jira Software.

1. Notify Microsoft Teams when an issue is created in Jira Software

This is recommended if you want to quickly be aware of new issues. It is also effective when used in conjunction with the template introduced this time.

2. When an issue is created in Jira Software, add a record to Notion and send a notification to Microsoft Teams

By utilizing Notion, you can accumulate the content of the issues. It should be possible to add detailed information regarding the issues.

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3. Register an Issue in Github when a task is created in Jira Software

If you are using Jira Software for software development, how about integrating it with Github?

Summary

If you want to streamline task management, integrate Microsoft Teams with Jira Software. This can simplify the creation of issues and potentially reduce the effort required for task management. Additionally, it may help avoid missing issue creation. By implementing automation, tasks can be completed more efficiently, making it easier to proceed with work smoothly. Since Yoom allows app integration without programming knowledge, take this opportunity to try integrating Microsoft Teams with Jira Software.