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Automation

Build and manage workflow automations for Jira-linked operations.

Implementation location

Primary React modules live in src/features/automation/ (workflow list, editor, canvas, triggers, actions, template gallery). See Feature UI source modules.

Overview

The automation feature combines a workflow list, a full-screen workflow editor, and a template gallery. Workflows are loaded from and persisted to the automation API, with support for filtering by trigger type.

Main Workflow Surfaces

1. Workflow Manager

WorkflowManager powers the core flow:

  • Fetches workflows from GET /api/automation/workflows
  • Supports trigger filtering (WEBHOOK, SCHEDULE, MANUAL)
  • Opens workflow editor for create/edit
  • Handles delete and status toggles (ACTIVE/PAUSED)
  • Uses optimistic UI for status updates

2. Workflow List

WorkflowList shows:

  • Rule name, trigger type, status, last run timestamp
  • Fast actions: edit, delete, pause/resume
  • Controls for creating workflows and browsing templates

3. Workflow Editor

WorkflowEditor includes:

  • Basic metadata (name, status)
  • Trigger configuration panel
  • Action configuration panel
  • Visual WorkflowCanvas (React Flow)
  • Execution/evaluation tabs (UI scaffold)
  • Inline logs panel and "Try Workflow" simulation

Trigger Types

Supported trigger modes in TriggerConfig:

  • Webhook: Generates endpoint pattern /api/webhooks/custom/<workflow-slug>
  • Schedule: Stores cron expression (UTC)
  • Manual: Run on explicit dashboard/API invocation

Action Types

Supported actions in ActionConfig:

  • CREATE_TICKET (project key input)
  • SEND_NOTIFICATION (message payload)
  • SYNC_JIRA
  • WEBHOOK (method/url/body payload)

Actions are ordered and editable, and each action has a generated client-side ID for composition before save.

Templates

TemplateGallery loads from GET /api/automation/templates and allows one-click seeding of:

  • Workflow name
  • Trigger type/config
  • Action list

API Endpoints Used

  • GET /api/automation/workflows
  • POST /api/automation/workflows
  • PUT /api/automation/workflows/:id
  • DELETE /api/automation/workflows/:id
  • GET /api/automation/templates

Related

Last Updated: April 21, 2026