How to Create Automation Rules in Jira
- George Apostolov
How to Create Automation Rules in Jira: step-by-step guide
Open your desired project and go to 'Project settings'.
Select 'Automation'.
In the 'Automation' page, click 'Create Rule'.
Select the 'Trigger' for the rule.
Click 'Next'.
Click the 'Add an action' button'. You can set conditions to narrow down when the rule should run
Choose what 'Action' you want the rule to perform when the conditions are met.
After defining the rule, name your rule and you can click 'Turn on rule' it to ensure everything works as expected.
These rules help streamline workflows and reduce manual tasks in Jira projects.
Quick answer: To create automation rules in Jira, open project settings and select automation. Next, click create rule, select a trigger, and click next. Then, add an action, optionally set conditions, and choose the action to perform. Finally, name your rule and turn it on to streamline workflows.
About this Jira tutorial
Streamline workflows and reduce manual tasks by setting up custom automation rules and triggers for your projects in Jira. This guide shows how to create Automation Rules in Jira in 9 steps, starting with "Open your desired project and go to 'Project settings'" and finishing with "These rules help streamline workflows and reduce manual tasks in Jira projects". The interactive demo above is a click-through copy of the real Jira interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create Automation Rules in Jira?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Jira data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Jira. Related guides: How To Create Confluence Page From Jira Issue, How to Create Custom Issue Type in Jira and How to create jira ticket from slack. Last reviewed 05 Oct 2026.
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