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 YOURBOARDID and groupId. - Configure Jira credentials and set the target project for new tickets. - Link your Google Sheets document and replace YOURSHEETID and YOURSHEETGID. - Add Slack credentials and update YOURCHANNELID 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. ✅