Turn conversation reviews into Jira follow-up work
Review customer conversations on a steady cadence and turn actionable needs into Jira work your team can pick up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
Important follow-ups can remain buried in conversations when nobody has time to scan them and create tasks.
- Make recurring follow-up review more consistent
- Create trackable work from actionable conversation findings
- Reduce the chance that customer needs get overlooked
Setup
Build it in a few focused steps.
- 1Connect BotPenguin and Jira once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, define which available BotPenguin conversation data to review and what qualifies for a Jira follow-up issue.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the review data is available to Notis.
Questions about this workflow
What starts the review?
A recurring Notis schedule starts it. The review can only use BotPenguin conversation data made available to the automation.
Can Notis review conversations that it cannot access?
No. The required conversation data must be available to Notis; provide it through an appropriate source or input if it is not.
Will it create an issue for every conversation?
The instruction can define which available conversation findings deserve follow-up, such as unresolved customer needs or requested product changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link BotPenguin to Jira. A trigger fires from one place; an action lands in another.
BotPenguin triggers
Jira actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Attachment
Uploads and attaches a file to a jira issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Link Issues
Links two jira issues using a specified link type with optional comment.
Create Project
Creates a new jira project with required lead, template, and type configuration.
Connect any two apps with Notis in the middle.
BotPenguin and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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