Can filters be used to trigger automatic emails?

[Shea Petricek]

I would like to send automated emails based on the results of a filter.  For example, I filter issues to find those that are stale and would like to email the assignees.  Is this possible?  Where can I find instructions?

[Brant Schroeder]

@Shea Petricek Welcome to the Atlassian community

You can setup a filter and then subscribe to it.  It will then send an email with the results of the filter based on the subscription (Daily, weekly, etc.) There is not a was to automate when it send (If condition is met send).   I would suggest using the subscription as they work quiet well.   Here is some informaiton about subscriptions https://www.atlassian.com/blog/jira-software/jql-the-most-flexible-way-to-search-jira-3-of-4 

[Alex Koxaras -Relational-]

Hi @Shea Petricek and welcome to the community,

You can do that using subscription filters:

• You create the filter
• Save the filter
• Share the filter with the appropriate group
• Schedule it to be sent whenever you want (e.g. daily at 9 o' clock)

https://www.atlassian.com/blog/jira-software/jql-the-most-flexible-way-to-search-jira-3-of-4

[Boris Berenberg - Modus Create]

If you're looking for a dedicated tool focused specifically on sending custom Jira emails, check out Notification Assistant for Jira. Full docs are at https://atlasauthority.atlassian.net/wiki/spaces/NAFJC/overview?homepageId=1569652791 but we support a variety of triggers (including scheduled ones), recipients, and customized email formats.

[John Funk]

Hi Shea - Welcome to the Atlassian Community!

Scheduled triggers for automation can basically run the same filter - just post the actually query of the filter in the JQL part of the scheduled trigger. 

[Bill Sheboy]

Hi @Shea Petricek -- Welcome to the Atlassian Community!

Yes, and...to the suggested solutions from Brant, Alex, and John: these all would seem to meet your use case. 

One advantage of the automation rule is that it can send targeted emails, by assignee, for their specific issues.  (The same can be done if you get each possible assignee to individually subscribe to a saved filter.)

One disadvantage using rules (or targeted filters) is it could have unintended consequences.  For example, let's assume your team is using agile practices, and so individual reminders could get people to focus on "my stuff" instead of the team collaborating to deliver value together.  Perhaps discuss with the team to learn why issues become "stale" and decide how to improve.

Kind regards,
Bill