Document Automation - Based on Issue Status Change

Introduction

This guide walks you through setting up and using the Issue Status Change Automation feature in FastDoc (Beta). This feature lets you automatically generate tailored documents when specific Jira issues change status — streamlining your updates, support docs, or technical write-ups without manual effort.

Quick Start Guide

1. Open Automation
   Use the sidebar to navigate to Automation (Beta).

2. Create or Edit a Rule
   Click Rule 1 (or create a new rule) to start setting up.

3. Configure the Trigger

   • Select the Jira project you want to monitor.

   • Pick the issue type (e.g., Task, Story, Bug).

   • Define the status that should activate this rule (e.g., In Progress, Done).

   • Decide if the rule applies to issues assigned to you, reported by you, or all matching issues.

4. Set Document Attributes

   • Choose the type of document FastDoc will generate (e.g., Technical Document, Release Note).

   • Select the document length.

   • Adjust the Goal to be specific: explain what the doc should highlight or include. Example: “Include key risks and emphasize unresolved blockers.”

   • Decide whether to include attachments, child issues, and comments.

5. Configure Notifications

   • Pick how you want to be alerted when a draft is ready. You can connect Confluence for direct publishing or set up Slack (coming soon).

6. Save the Rule
   Click Save this rule to activate your automation. FastDoc will monitor Jira for matching status changes and generate drafts automatically.

How It Works

• When a ticket matches your trigger, a draft is created using the document attributes and goal you defined.

• You’ll get a notification, and the document will be published in the selected Confluence space with a comment tagging you; you can also view it in your Documents tab.

• Review, refine, and share or publish your document as needed.

Tips for Best Results

• Write a clear Goal so your draft reflects exactly what you need.

• Use precise issue types and statuses to avoid unwanted drafts.

• Review and adjust your rules regularly to match your evolving projects.

Troubleshooting

• Verify your trigger conditions match your Jira configuration.

• Ensure you have permission to access the selected Jira project.

• If no drafts are created, double-check your rule settings or reach out via FastDoc Support.

Need Help?

Use in-app tooltips or contact our support team anytime for help with setup or usage.