Fresh terminology for automation rules and components

An automation ‘rule’ is now a ‘flow', and a ‘component’ is now a 'step’. You may notice some inconsistencies in the documentation while we make this change. Read more about the updates in Automation

Use automation steps in a flow

Automation removes the need to perform manual, repetitive tasks by allowing your teams to automate their processes and workflows. With our simple flow builder, you can configure powerful automation flows to handle even the most complex scenarios.

Flows allow you to automate actions within your system based on criteria that you set. Automation flows are made up of steps:

Trigger steps

Every flow starts with a trigger. They kick off the execution of your flows. Triggers will listen for events in your Atlassian Cloud app, such as when a comment is added.

View available triggers in Jira Cloud or Confluence Cloud

Action steps

Actions are the doers of your flow. They allow you to automate tasks and make changes within your site. They allow you to perform many tasks such as editing a work item, sending a notification, or creating a Confluence page.

View available actions in Jira Cloud or Confluence Cloud

Condition steps

Conditions allow you to narrow the scope of your flow. They must be met for your flow to continue running. For example, you can set up your flow to only escalate a work item if it is high priority.

Where a condition is added on the flow will affect how it works:

Conditions added to a trigger

Add criteria to an entire flow that can filter which triggers continue your automation. This is especially relevant if using advanced steps, where all other steps will be automatically wrapped in a flow group. For example:

  • Trigger: Work item created

  • Condition on trigger: The assignee of the work item is empty.

  • Result: The flow only runs for work items created without an assignee.

Conditions added to a flow group

Add criteria to determine if the flow continues running just for the steps in a flow group. Only applies when using advanced steps.

View available conditions in Jira Cloud or Confluence Cloud

Branch steps

Branches allow you to create a separate execution path of your flow. They enable the potential to perform multiple actions or conditions.

View available branches in Jira Cloud or Confluence Cloud

Advanced steps

Advanced steps are only available for Cloud Premium and Enterprise plans.

Advanced steps boost the power of your flow by automating multiple related processes from a single flow.

View available advanced steps

 

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