Automate Change Request Workflow: Monday.com to Jira with Slack & Sheets

📊 Description

Streamline IT and operations change management by automating approval routing, Jira issue creation, audit logging, and real-time Slack alerts. This workflow ensures faster reviews, traceable approvals, and transparent communication across systems. 🚀💼

What This Template Does

• Step 1: Triggers automatically every weekday at 3:00 AM to fetch new or updated change requests from Monday.com. ⏰
• Step 2: Extracts key fields (request name, component, risk level, approvers, and description) for structured processing. 🧩
• Step 3: Routes each request based on its current status — Pending, Approved, or Rejected. 🔀
• Step 4: Sends Slack alerts for pending approvals with detailed context for quick action. 💬
• Step 5: Creates Jira tickets for approved requests, ensuring smooth implementation tracking. 🎫
• Step 6: Logs all approved requests to Google Sheets for compliance and audit purposes. 📊
• Step 7: Sends confirmation emails to requesters with Jira ticket details via Gmail. 📧
• Step 8: Automatically creates resubmission items in Monday.com for rejected requests. 🔁

Key Benefits

✅ Eliminates manual approval routing between tools
✅ Centralizes audit trails and implementation data
✅ Accelerates change management turnaround
✅ Provides real-time alerts to approvers and teams
✅ Ensures compliance with automated record-keeping

Features

• Automated daily trigger (Mon–Fri, 3 AM)
• Monday.com integration for request intake
• Conditional branching by status (Pending, Approved, Rejected)
• Jira issue creation for approved requests
• Slack notifications for pending and approved updates
• Google Sheets logging for audit tracking
• Gmail email confirmations for requesters
• Automatic resubmission handling for rejected requests

Requirements

• Monday.com API credentials with board access
• Jira API credentials with project permissions
• Google Sheets OAuth2 credentials
• Slack Bot token with chat:write permissions
• Gmail OAuth2 credentials for email automation

Target Audience

• IT & DevOps teams managing structured change approvals
• Project management teams tracking implementation requests
• Organizations seeking automated risk-based change routing
• Managers needing centralized logs and instant Slack alerts

Step-by-Step Setup Instructions

• Connect your Monday.com account and replace YOUR_BOARD_ID and groupId.
• Configure Jira credentials and set the target project for new tickets.
• Link your Google Sheets document and replace YOUR_SHEET_ID and YOUR_SHEET_GID.
• Add Slack credentials and update YOUR_CHANNEL_ID for notifications.
• Set up Gmail OAuth2 for sending confirmation emails.
• Adjust the cron expression (0 3 * * 1-5) if needed to match your timezone.
• Run the workflow manually once to test end-to-end connectivity.
• Enable for scheduled automation and enjoy a fully managed approval process. ✅