Jira Software and Monday.com integration

Description Synchronize OKRs (Objectives and Key Results) between Monday.com and Jira to automatically calculate progress variance, update dashboards, and share variance reports via Slack and Outlook. This workflow ensures teams have accurate, real-time visibility into performance metrics and project alignment — without manual reconciliation. 🎯📈💬 What This Template Does Step 1: Triggers daily at a scheduled time to fetch the latest OKRs from Monday.com. ⏰ Step 2: Extracts Key Results and their linked Jira epic keys from the OKR board. 🔗 Step 3: Fetches corresponding Jira epic details such as status, assignee, and last updated date. 🧩 Step 4: Merges Monday.com KR data with Jira epic progress through SQL-style joins. 📋 Step 5: Calculates real-time progress and variance against target goals. 📊 Step 6: Updates Monday.com KR items with actual progress, variance percentage, and status (“On Track”, “At Risk”, or “Ahead”). 🔄 Step 7: Aggregates all KR data into a consolidated report for communication. 📦 Step 8: Sends formatted variance reports to Slack and Outlook, with summaries of owner, progress, and variance metrics. 📢 Key Benefits ✅ Automates end-to-end OKR and Jira synchronization ✅ Eliminates manual progress tracking errors ✅ Provides daily visibility on team and project health ✅ Enables proactive risk detection via variance thresholds ✅ Keeps all stakeholders updated via Slack and Outlook ✅ Centralizes OKR performance metrics for reporting Features Daily scheduled trigger for automatic OKR sync Monday.com → Jira data integration via API Real-time variance computation logic Automatic updates of OKR fields in Monday.com SQL-style data merging and aggregation Slack notification with variance summaries Outlook email digest with formatted HTML tables Requirements Monday.com API credentials with board access Jira API credentials with permission to view epics Slack Bot token with chat:write permissions Microsoft Outlook OAuth2 credentials for sending emails Environment variables for board, channel, and recipient configuration Target Audience Product and engineering teams managing OKRs across platforms 🎯 Project managers tracking cross-tool performance metrics 📋 Leadership teams needing automated OKR reporting 💼 Operations and strategy teams monitoring execution health 🧭 Step-by-Step Setup Instructions Connect your Monday.com, Jira, Slack, and Outlook credentials in n8n. 🔑 Replace MONDAY_BOARD_ID, GROUP_ID, and column identifiers with your own. 🧩 Set environment variables for SLACK_CHANNEL_ID and REPORT_RECIPIENT_EMAIL. 💬 Adjust the cron expression to define your sync frequency (e.g., daily at 9 AM). ⏰ Test the workflow with a single OKR item to confirm successful synchronization. 🧠 Enable the workflow to automate daily OKR variance tracking and reporting. ✅

Description Streamline IT and operations change management by automating approval routing, Jira issue creation, audit logging, and real-time Slack alerts. This workflow ensures faster reviews, traceable approvals, and transparent communication across systems. 🚀 What This Template Does Step 1: Triggers automatically every weekday at 3:00 AM to fetch new or updated change requests from Monday.com. ⏰ Step 2: Extracts key fields (request name, component, risk level, approvers, and description) for structured processing. 🧩 Step 3: Routes each request based on its current status — Pending, Approved, or Rejected. 🔀 Step 4: Sends Slack alerts for pending approvals with detailed context for quick action. 💬 Step 5: Creates Jira tickets for approved requests, ensuring smooth implementation tracking. 🎫 Step 6: Logs all approved requests to Google Sheets for compliance and audit purposes. 📊 Step 7: Sends confirmation emails to requesters with Jira ticket details via Gmail. 📧 Step 8: Automatically creates resubmission items in Monday.com for rejected requests. 🔁 Key Benefits ✅ Eliminates manual approval routing between tools ✅ Centralizes audit trails and implementation data ✅ Accelerates change management turnaround ✅ Provides real-time alerts to approvers and teams ✅ Ensures compliance with automated record-keeping Features Automated daily trigger (Mon–Fri, 3 AM) Monday.com integration for request intake Conditional branching by status (Pending, Approved, Rejected) Jira issue creation for approved requests Slack notifications for pending and approved updates Google Sheets logging for audit tracking Gmail email confirmations for requesters Automatic resubmission handling for rejected requests Requirements Monday.com API credentials with board access Jira API credentials with project permissions Google Sheets OAuth2 credentials Slack Bot token with chat:write permissions Gmail OAuth2 credentials for email automation Target Audience IT & DevOps teams managing structured change approvals Project management teams tracking implementation requests Organizations seeking automated risk-based change routing Managers needing centralized logs and instant Slack alerts Step-by-Step Setup Instructions Connect your Monday.com account and replace YOUR_BOARD_ID and groupId. Configure Jira credentials and set the target project for new tickets. Link your Google Sheets document and replace YOUR_SHEET_ID and YOUR_SHEET_GID. Add Slack credentials and update YOUR_CHANNEL_ID for notifications. Set up Gmail OAuth2 for sending confirmation emails. Adjust the cron expression (0 3 * * 1-5) if needed to match your timezone. Run the workflow manually once to test end-to-end connectivity. Enable for scheduled automation and enjoy a fully managed approval process.

Description: Guarantee that only fully compliant stories and tasks make it into your release with this n8n automation template. The workflow monitors Jira for issue updates and link changes, validates whether each story meets the Definition of Done (DoD), and automatically flags non-compliant items. It also creates a tracking record in Monday.com for unresolved blockers and sends Slack alerts summarizing readiness status for every version. Perfect for release managers, QA leads, and engineering teams who need an automated guardrail for production readiness. ✅ What This Template Does (Step-by-Step) 🎯 Jira Webhook Trigger: Activates automatically when an issue is updated or linked in Jira — ideal for continuous readiness validation. 📋 Fetch Full Issue Details: Retrieves the complete issue payload, including custom fields, status, and Definition of Done flags. 🔄 Batch Processing (1-by-1): Ensures each issue is validated individually, allowing precise error handling and clean audit trails. ✅ Check Definition of Done (DoD): Evaluates whether the customfield_DoD field is marked as true — a key signal of readiness for release. ⚠️ Flag Non-Compliant Issues: If DoD isn’t met, marks the issue as “Non-Compliant” with the reason “Definition of Done not met.” 📊 Create Tracking Record in Monday.com: Logs non-compliant issues to a dedicated Release Issues board for visibility and coordination with cross-functional teams. 📢 Send Slack Notifications: Posts to the #release-updates channel summarizing compliant vs non-compliant items per version, helping the team take timely action. 🧠 Key Features 🚦 Real-time Jira readiness validation ✅ Automated DoD enforcement before release 📊 Monday.com tracker for all non-compliant issues 📢 Slack summary notifications for release teams ⚙️ Batch-wise validation for scalable QA 💼 Use Cases 🚀 Enforce Definition of Done across linked Jira stories 📦 Automate pre-release checks for every version increment 🧩 Provide visibility into blockers via Monday.com dashboard 📢 Keep engineering and QA teams aligned on release status 📦 Required Integrations Jira Software Cloud API – to monitor issue updates and retrieve details Monday.com API – to log and track non-compliant items Slack API – for real-time release alerts 🎯 Why Use This Template? ✅ Eliminates manual pre-release validation ✅ Reduces release delays due to missed criteria ✅ Keeps all stakeholders aligned on readiness status ✅ Creates a transparent audit trail of compliance

Description Automate customer feedback analysis and action planning by integrating Monday.com, Azure OpenAI, Jira, Google Sheets, and Outlook. This workflow classifies customer feedback with AI, calculates business impact, creates Jira tasks for high-priority issues, and sends weekly performance summaries — turning raw feedback into actionable insights. 💬📈🤖 What This Template Does Step 1: Triggers automatically every Monday at 9:00 AM to fetch new customer feedback from Monday.com. ⏰ Step 2: Normalizes and structures data into consistent fields (title, account, ARR, NPS, etc.). 🧩 Step 3: Uses Azure OpenAI GPT-4 to classify sentiment and identify feedback themes (e.g., “UI Design,” “App Crash”). 🧠 Step 4: Calculates a business impact score based on ARR, NPS delta, and sentiment weightings. ⚙️ Step 5: Creates Jira tasks for high-impact feedback items for product or engineering follow-up. 🎫 Step 6: Logs all feedback and impact scores into Google Sheets for analytics dashboards. 📊 Step 7: Generates a professional HTML report summarizing metrics, wins, and risks, then emails it via Outlook. 📧 Step 8: Sends automated error-alert emails if any node fails during execution. 🚨 Key Benefits ✅ Converts qualitative feedback into measurable business intelligence ✅ Identifies critical customer issues automatically using AI ✅ Reduces manual effort in triaging and prioritizing feedback ✅ Creates real-time visibility for product and CX teams ✅ Provides weekly executive summaries and performance insights Features Weekly scheduled trigger (every Monday 9 AM) Monday.com data fetching and field normalization Azure OpenAI GPT-4-based sentiment and theme detection Impact scoring combining ARR + NPS + sentiment weighting Jira issue creation with context-rich descriptions Google Sheets logging for dashboards and historical records Outlook HTML email reports for leadership visibility Automated Gmail error-notification system Requirements Monday.com API credentials with board access Azure OpenAI GPT-4 API credentials Jira Software Cloud API credentials Google Sheets OAuth2 credentials with edit permissions Microsoft Outlook OAuth2 credentials for email delivery Gmail OAuth2 credentials for error alerting Target Audience Product and CX teams analyzing customer sentiment SaaS businesses tracking post-implementation feedback Customer-success and support operations teams Product managers prioritizing improvements based on impact Leadership teams monitoring customer health and satisfaction Step-by-Step Setup Instructions 1️⃣ Connect Monday.com API and update your boardId and groupId. 2️⃣ Configure Azure OpenAI GPT-4 credentials for the AI classifier. 3️⃣ Set Jira project ID and issue type for ticket creation. 4️⃣ Link Google Sheets and replace YOUR_SHEET_ID. 5️⃣ Connect Outlook OAuth2 and add recipient email for reports. 6️⃣ Configure Gmail OAuth2 for error alerts. 7️⃣ Adjust the cron expression (0 9 * * 1) to fit your timezone. 8️⃣ Test the workflow end-to-end with sample data. 9️⃣ Enable automation for seamless weekly feedback intelligence. ✅

Description: Transform your Jira project management workflow with this intelligent n8n automation template that continuously tracks, scores, and reports the health of Jira Epics. The automation runs every 6 hours, fetches all active Epics, analyzes linked issues for performance, quality, and stability metrics, and automatically flags at-risk Epics. It updates Jira fields, sends alerts to Slack, logs trends in Google Sheets, and syncs visibility with Monday.com—ensuring teams stay proactive, not reactive. Ideal for agile teams, project managers, and product owners looking to monitor delivery health, detect risks early, and maintain transparent reporting across tools. ✅ What This Template Does (Step-by-Step) ⏱ Trigger Every 6 Hours: Automatically executes every six hours to keep health data updated in near real-time. 📥 Fetch All Epics from Jira: Retrieves all Epics, their keys, and fields via the Jira API to establish a full analysis scope. 🔀 Split Epics for Processing: Converts the batch of Epics into individual items, enabling sequential metric analysis. 🔗 Fetch Linked Issues: Collects all issues linked to each Epic, capturing their types, statuses, cycle times, and labels for deeper health analysis. 📈 Calculate Health Score: Computes a weighted score (0–1 scale) based on: • 40% Average Cycle Time • 30% Bug Ratio • 20% Churn (Reopened issues) • 10% Blocker Ratio Scores above 0.6 indicate at-risk Epics. ⚖️ Decision Gate: At-Risk or Healthy: If the health score exceeds 0.6, the workflow automatically initiates corrective actions. 🔧 Update Jira Epic: Updates Jira with the computed health score and adds an “At Risk” label for visibility in dashboards and filters. 🚨 Send Slack Alerts: Notifies the #project-alerts channel with Epic details, health score, and direct Jira links for immediate attention. 📋 Update Monday.com Pulse: Syncs health metrics and risk status back to your Monday board, maintaining cross-platform transparency. 📊 Log to Google Sheets: Appends health score logs with timestamps and Epic keys for trend analysis, audits, and dashboard creation. 🧠 Key Features ✔️ Automated Jira Epic health scoring (cycle time, churn, bugs, blockers) ✔️ Real-time risk flagging with Slack alerts ✔️ Integrated cross-tool visibility (Jira + Monday + Sheets) ✔️ Continuous trend tracking for performance improvement ✔️ Secure API-based automation 💼 Use Cases 💡 Track project delivery health and spot risks early 📈 Build executive dashboards showing team velocity and quality 🤝 Align product and engineering with shared visibility 🧾 Maintain a compliance audit trail of Epic health trends 📦 Required Integrations • Jira Software Cloud API – for Epic and issue data • Slack API – for real-time team alerts • Monday.com API – for visual board updates • Google Sheets API – for historical tracking and analytics 🎯 Why Use This Template? ✅ Prevents project delays by flagging risks early ✅ Provides automated, data-driven Epic health insights ✅ Connects your reporting ecosystem across platforms ✅ Perfect for Agile and DevOps teams driving continuous improvement

Description: Bridge the gap between Monday.com and Jira with this intelligent n8n automation template. The workflow listens for new or updated Monday.com items, normalizes data fields, and syncs them with your Jira backlog—automatically detecting duplicates using fuzzy matching logic. It then creates or updates Jira issues accordingly and logs the results back into Monday.com, ensuring your product and engineering teams stay aligned in real time. Ideal for project managers, product ops, and agile teams who manage intake in Monday.com but execute tasks in Jira. ✅ What This Template Does (Step-by-Step) 🌐 Webhook Trigger from Monday.com: Starts automatically whenever a new task or update occurs in Monday.com. 🔄 Normalize Monday.com Data: Extracts and cleans key data fields such as summary, component, severity, and description for consistent formatting before sending to Jira. 📊 Query Jira Backlog: Fetches all existing issues from Jira to establish a baseline for duplicate detection. 🔍 Detect Duplicates with Fuzzy Matching: Compares Monday item titles with Jira summaries using character-level similarity (>80% threshold) to detect potential duplicates even with minor variations. ⚖️ Decision Gate: Duplicate or New: If duplicate found: updates the existing Jira issue with new data. If no match: creates a new Jira task in the appropriate project and issue type. 🔧 Update Existing Jira Issues: Automatically enhances Jira tickets with latest information from Monday.com including updated priority, description, and reference links. ✨ Create New Jira Issues: For new requests, generates a Jira task with details mapped from Monday—complete with severity, component, and description. 📝 Log Actions Back to Monday.com: Posts an update back to the originating Monday item confirming whether the action created or updated a Jira issue, including timestamp and Jira key link. 📋 (Optional) Create New Monday Board: Can also auto-create a private board in Monday.com for project-specific task organization. 🧠 Key Features 🔍 Smart fuzzy duplicate detection (>80% match threshold) ⚙️ Full bidirectional visibility between Monday.com and Jira 📢 Automatic task creation and update logic 🧾 Real-time status logging and audit trail in Monday.com 🔐 Secure API-based connections for both platforms 💼 Use Cases 💡 Sync product feedback and feature requests from Monday to Jira 🎯 Centralize intake forms and align engineering backlogs 🤝 Eliminate duplicate Jira issues from multiple product submissions 📈 Maintain transparent traceability across tools 📦 Required Integrations Monday.com API – for item intake and updates Jira Software Cloud API – for issue creation and modification 🎯 Why Use This Template? ✅ Eliminates duplicate Jira issues automatically ✅ Keeps Monday.Com and Jira perfectly aligned ✅ Saves hours of manual task reconciliation ✅ Ideal for agile and cross-functional collaboration