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Jira integration

Connect Sally AI with Jira to turn meeting insights into actionable tickets - directly in your Project → Issue type → Workflow. With the Sally Jira integration you can create new tickets, add comments, or even update the status of existing issues with one click, avoid double entry, and keep your team’s backlog always up to date.


Quick Navigation

  1. How to connect Jira with Sally AI
  2. How to send insights to Jira

1. How to connect Jira with Sally AI​

Follow these steps to enable the Sally Jira integration.

  1. Open Settings in the left sidebar.

    Open Settings in Sally

    Figure 1: Go to Settings

  2. Go to Integrations.

  3. Click "+ Add integration" under "Your personal integrations".

    Open Integrations and click Add integration

    Figure 2: Add integration

  4. Select Jira and hit Connect. Complete the authorization flow in Atlassian.

    Jira in the integrations list with Connect button

    Figure 3: Choose Jira → Connect

  5. After a successful connection, Jira appears under "Your personal integrations".

    Jira listed under Your personal integrations

    Figure 4: Jira is connected

2. How to send insights to Jira​

Once Jira is connected, you can send meeting insights from Sally to Jira with a single click - so they land in the right Project, Issue type, and Workflow.

You can:

When to use which?
  • Create a ticket in Jira → New backlog item or bug report.
  • Add comment to a Jira ticket → Share context or decisions on an existing issue.
  • Change ticket status with comment → Move work forward in the workflow while leaving context.

2.1. Create a ticket in Jira​

Turn a Sally insight into a brand-new Jira ticket.

  1. Open the desired meeting in Sally.

  2. Hover any insight, decision, next step, or task in the summary. Click the Jira icon, then choose "Create ticket in Jira".

    Jira action menu with Create ticket option

    Figure 5: Choose Create ticket in Jira

  3. Fill in the creation form (required fields are marked with *). For Jira this typically includes:

    • Organization*
    • Project*
    • Ticket type* (e.g., Task, Bug, Epic)
    • Responsible user / Assignee (recommended)
    • Title*

    The description is prefilled from Sally and can be edited.

  4. Click Create to send it to Jira.

    Create ticket in Jira modal with Project, Issue type, Assignee, Title

    Figure 6: Fill the Jira ticket fields and Create

2.2. Add a comment to a Jira ticket​

Attach meeting context to an existing Jira ticket - perfect for updates, decisions, or additional notes.

  1. Open the desired meeting in Sally.

  2. Hover the relevant item, click the Jira icon, and choose "Add comment to a Jira ticket".

    Jira action menu with Add comment option

    Figure 7: Choose Add comment to a Jira ticket

  3. Fill in the creation form (required fields are marked with *). For Jira this typically includes:

    • Organization*
    • Ticket*

    The description is prefilled from Sally and can be edited.

  4. Click Create to send it to Jira.

    Add comment to Jira ticket modal with Organization and Ticket

    Figure 8: Fill the Jira comment fields and Create

2.3. Change ticket status with comment​

Move an existing Jira issue forward in the workflow and leave additional context from the meeting.

  1. Open the desired meeting in Sally.

  2. Hover the relevant item, click the Jira icon, and choose "Change ticket status with comment".

    Jira action menu with Change status option

    Figure 9: Choose Change ticket status with comment

  3. Fill in the creation form (required fields are marked with *). For Jira this typically includes:

    • Organization*
    • Ticket*
    • Status*

    The description is prefilled from Sally and can be edited.

  4. Click Create to update the Jira issue.

    Change ticket status in Jira modal with Organization, Ticket, Status

    Figure 10: Update Jira ticket status with comment