Have AI Workers analyze Jira progress weekly, update the roadmap, and notify you only when risks are detected
Have AI Workers analyze Jira progress weekly, update the roadmap, and notify you only when risks are detected
Launch this workflow to connect
Google Sheets &
Jira Software &
Slack
!
■Overview
Do you find weekly status reports and roadmap updates time-consuming when managing project progress? Especially when handling a large number of tickets in tools like Jira Software, you may miss the right time to make decisions because delays in identifying risks or understanding the current status slow you down. With this workflow, an AI Worker analyzes Jira progress at a specified time each week and automates roadmap updates in Google Sheets. Since human intervention is only required when a delay risk is detected, PdMs can make quick decisions while reducing their workload.
■Who Is This Template For?
- Project managers who spend significant time reviewing progress and preparing weekly reports in Jira Software
- Team leaders who manage roadmaps in Google Sheets and struggle to keep them up to date
- Efficiency-focused managers who want to concentrate on responding to risks instead of reviewing every notification
■Benefits of Using This Template
- The AI Worker handles everything from progress analysis to updates in Google Sheets, reducing the time spent on routine update tasks.
- You only receive notifications when an exception, such as a delay risk, occurs, allowing you to focus resources on critical issues without getting buried in information.
■Flowbot Workflow
- First, connect Jira, Slack, and Google Sheets to Yoom.
- Next, set “At the specified time” as the trigger condition using the schedule trigger.
- Then, create a skill for the AI Worker to retrieve and summarize Jira information, assess risks, and update the spreadsheet. Configure Jira actions, Google Sheets actions, and Slack actions as the tools it can use.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options
■Customization Options
- Adjust the scope of tickets retrieved from Jira Software, such as the project ID and specific statuses, to match your management environment.
- Customize the AI Worker’s instructions to flexibly align the criteria for determining risks, such as whether a deadline has passed or a specific flag is present, with your company’s operating rules.
- Configure the destination sheet name and range for writing to the Google Sheets roadmap according to the format of your actual management sheet.
■Notes
- Connect each of Jira, Slack, and Google Sheets to Yoom. The apps used within the AI Worker also require My Apps connections.
- For basic AI Worker setup, see “[AI Worker] Basic Setup Guide.”
- The number of simultaneous AI Worker executions, the number of AI Workers you can create, and the AI models available to you depend on your plan.
- The apps and operations available within the AI Worker are subject to the same usage limits as Flowbot.
- Please note that the AI Worker consumes tasks during test runs just as it does during production runs. For details, see “[AI Worker] How Task Execution Counts Are Calculated.”
- The AI Worker is more likely to process tasks appropriately when skills are configured in detail. For details, see “[AI Worker] How to Create Skills (Formerly Manuals).”
- Please note that retrieving large amounts of data exceeding 20 items or performing loop processing within the AI Worker may consume a significant number of tasks.
- For this template, be sure to configure “Teammates” in advance. The AI Worker will independently determine when to send approval or confirmation requests to the configured teammates.
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About the Apps
Google Sheets
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Google Sheets
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Templates using
Jira Software
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Templates using
Slack
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About the apps you use
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
see detailsTemplates
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
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Add order information to WooCommerce when a row is added in Google Sheets.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
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Jira Software
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No-Code API Actions
Executable API actions
Flowbot triggers
When a Row Is Added
When a Row Is Updated
When an Issue Is Created
When an Issue Is Created or Updated
When a Message Is Posted to a Channel
When a File Is Posted to a Channel
When a Message Is Posted to a Channel (Webhook)
When a Reaction Is Added to a Message (Webhook)
When a User Is Mentioned in a Channel
When a Message Containing Specified Text Is Posted to a Channel
When the Slack App Is Mentioned (Webhook)
When Mentioned in a Channel (Multiple Users)
When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
When a New Channel Is Created (Webhook)
When a Message Is Posted in a Thread (Webhook)
When Mentioned in a Channel (Multiple Users & User Groups)
When a Message Reaction Is Removed (Webhook)
When a Posted Message Is Updated (Webhook)
Flowbot operations
Set a Value in a Cell
Get Values
Clear Values
Create a New Spreadsheet
Copy a Sheet (Tab)
Add a New Sheet (Tab)
Delete Sheet (Tab)
Replace Values
Update Sheet Name
Delete Rows
Get Spreadsheet Info
Get Sheet Names
Apply a Formula to a Range
Enter Values in a Range
Embed an Image in a Cell
Sort by Specific Column
Hide a Sheet
Add a Note to the Specified Cells
Flowbot triggers
When a Row Is AddedWhen a Row Is Updated
Flowbot operations
Set a Value in a CellGet ValuesClear ValuesCreate a New SpreadsheetCopy a Sheet (Tab)Add a New Sheet (Tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet Sheet NamesApply a Formula to a RangeEnter Values in a RangeEmbed an Image in a CellSort by Specific ColumnHide a SheetAdd a Note to the Specified CellsInsert ColumnsDelete ColumnsWrite Values to Multiple ColumnsAdd Rows
Flowbot triggers
When an Issue Is CreatedWhen an Issue Is Created or Updated
Flowbot operations
Get List of BoardsGet Board DetailsCreate Issue in EpicCreate BugGet IssueCreate IssueGet List of Issues in a Specific BoardUpdate IssueSearch IssuesGet Issue TypesAttach Files to Issue
Flowbot triggers
When a Message Is Posted to a ChannelWhen a File Is Posted to a ChannelWhen a Message Is Posted to a Channel (Webhook)When a Reaction Is Added to a Message (Webhook)When a User Is Mentioned in a ChannelWhen a Message Containing Specified Text Is Posted to a ChannelWhen the Slack App Is Mentioned (Webhook)When Mentioned in a Channel (Multiple Users)When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)When a New Channel Is Created (Webhook)When a Message Is Posted in a Thread (Webhook)When Mentioned in a Channel (Multiple Users & User Groups)When a Message Reaction Is Removed (Webhook)When a Posted Message Is Updated (Webhook)
Flowbot operations
Send Message to ChannelSend Direct MessageGet Member IDs in a ChannelCreate ChannelInvite Members to ChannelGet User Group ListPost Message to ThreadArchive ChannelGet Messages in a ThreadList Public ChannelsRemove a Member from a Private ChannelFind User by Email AddressGet User InfoGet a Specific MessageGet Message LinkDelete MessageGet Users in a User GroupGet Reactions for a MessageCreate a User GroupList Channel MessagesSend a Message to a Channel with AttachmentsList Rows in a ListCreate ListUpdate ListGet a Specific List RowRemove List AccessMore inspiration for you
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