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Automation for Jira. Leverage Out of the Box Tools to Automate Your Work with Minimal Time and Budget

We use Jira, GSuite and Slack integrated by API within Zapier to automate all our work processes, to boost efficiency, decrease costs, and improve ROI. We love to share our experience.

Zapier Experts for Jira workflow

Our Work

Recruiting Flow (Jira + Slack)

Problem

Automate and simplify recruiting process within the HR bot.

Solution

The bot collects candidate’s applications from the sites where vacancies are posted. After that, the candidate receives an email with a greeting and a link for a profiling test. Finally if the result of the test satisfies the requirements, the candidate goes to the next stage and proceeds to a Jira board. Otherwise, the candidate is automatically sent a rejection email template. 

Result

As a result, the solution significantly reduced (up to 400%) the time of HR specialists for candidates’ treatment and evaluation. Subsequently, all processes are logged and can be shown in detailed reports that help to optimize workflow and budgets. Read more about onboarding automation for Jira in our blog.

EFFECTIVENES MANAGEMENT (Jira)

Problem

To analyse project spending in relation to employees’ efficiency.

Solution

Using Zapier, we integrated Jira API with Google Sheets, where the QUERY function helped to calculate the unique hourly rate of each employee and transfer it to the client’s CRM. As a result, the client could see the financial performance of each project in relation to employees’ effectiveness.

Result

Detailed information on the business performance resulted in better managerial decisions that were not based on emotions, but on numbers. 

Agile flow (Jira)

Problem

To implement JIRA workflow for a software development company with 100+ employees.

Solution

Firstly, we developed a new workflow based on setting task priorities. Secondly, the following algorithm was visualized on Jira Board: development → validation by the team leader and project manager → testing → production. At any stage, the task could be returned for revision.

Result

As a result, optimized development workflow and reduced idle time from 17% to 9% because only important tasks are being taken into the sprint.

Management flow (Jira)

Problem

To automate the JIRA workflow for a tech company with 20-40 employees.

Solution

We developed algorithms for successful project creation in JIRA, simplifying the process of working on and evaluating tasks. So finally, all tasks are moved through a clear workflow without skipping any steps, except for special Quick-subtask and Easy-task.

Result

The ability to clearly track time to complete a task, even if it was in the hands of different people in charge, became possible. As a result, the number of unfinished tasks was reduced by 15% in sprints. 

Accounting flow (GSuite)

Problem

To automate payroll accounting and budget planning for a company with 50+ employees.

Solution

We developed a financial Slack bot that sends payslips to corporate messengers of employees. To clarify, the whole service is based on Google Spreadsheets and helps to manage finances by visualizing, planning, payroll calendar, cash gaps, and actual balances.

Result

The solution reduced the routine operations of financial specialists by 95 working hours per year. In other words, growth of budget planning effectivity helps better manage financial resources.

Docs flow (Zapier)

Problem

To automate document turnover without involving programmers.

Solution

We took Form Publisher, GSuite and automated their work within Zapier. After the Google form data input, the solution automatically generates contracts with related documentation and notifies stakeholders by email. Further, we set a reminders algorithm in order to stay notified about the invoices and certificates, when the date of the service contract is about to expire. At the end, we also set the instant access to the documents archive for any period.

Result

Automation helped to reduce time of a contract preparation to less than 5 minutes. Also, the customer saved more than USD $7000 of programming costs.

Interested?

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