Create automation flows in Atlassian Administration

Who can do this?
Role: Organization admin
Atlassian Cloud: Enterprise plan
Atlassian Government Cloud: Not available

You can create a flow from scratch with the flow builder or use templates that include preset conditions and actions for a faster setup. Automation flows include three parts: triggers that kick off the flow, conditions that refine the flow, and actions that perform tasks. Essential concepts of automation flows

Create automation flows with the flow builder

To create a flow:

  1. Go to Atlassian Administration. Select your organization if you have more than one.

  2. Select Organization settings > Automation.

  3. Select the automation icon, then select Create automation.

  4. In the flow builder, select a trigger for the flow.

  5. To set additional conditions, actions, or branches on the flow, select Add step.

  6. Give your flow a name and select Turn on flow.

After you create the flow, you can edit its details at any time from Flow details.

Create automation flows with templates

Create flows with a template to reduce the steps needed to automate authentication policies. For example, start with the User added to a group template to assign a user in a group to an authentication policy. You can further build the flow by adding specific conditions and actions tailored to your requirements.

To create a flow from a template:

  1. Go to Atlassian Administration. Select your organization if you have more than one.

  2. Select Organization settings > Automation.

  3. Select the automation icon, then select Manage automations > Templates.

  4. Select the template from the list. The flow builder screen will appear with the pre-selected triggers, conditions, and actions.

  5. If you want to set additional conditions, actions, or branches on the flow, select Add step.

  6. Give your flow a name and select Turn on flow.

After you create the flow, you can edit its details at any time from Flow details.

 

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