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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
  3. Required OAuth Scopes

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

3. Required OAuth Scopes

For the integration with Jira, Sally uses OAuth 2.0 for authorization. The following scopes define which areas Sally can access on behalf of the authenticated user.

Disclaimer
  1. Sally accesses this information solely to technically establish and maintain the connection to the user account.

  2. Sally does not make any autonomous changes. Actions are performed exclusively upon the explicit initiative of the user.

  3. API endpoints are only called within the scope of an active action initiated by the user within the platform.

Technical Overview of Required Scopes

ScopeWhat Atlassian technically allows with this scopeHow Sally uses this scope
offline_accessIssuance of long-lived access tokensEnables a stable connection without repeated login. No Jira data is modified.
read:meRead access to the authenticated user’s profileSally reads basic account information for authentication purposes.
read:jira-workRead access to issuesSally reads issue information where required within the integration context. No issues are modified.
read:jira-userRead access to user informationSally reads user information for display within the integration. No user accounts are changed.
write:jira-workAPI permission for issue objectsPart of Atlassian’s OAuth model. Sally does not independently create or modify tickets outside explicitly user-initiated actions.