Microsoft Excel to Jira Automation

Microsoft Excel to Jira Automation is a workflow template that turns new spreadsheet entries into Jira issues for organized follow-up. It is designed for operations teams, project managers, support groups, and cross-functional departments that rely on Excel for incoming requests, task lists, or issue tracking. By converting each new row into a trackable ticket, this workflow helps teams capture work faster, reduce missed handoffs, and keep project items visible from the moment they are submitted.

With Jotform Workflows, the process starts when a new row is added to Microsoft Excel and then sends the row data, including the source row ID, into Jira as a new issue. The drag-and-drop Workflow Builder makes it easy to map incoming fields to the right issue details, while logic and flow controls support more structured task routing when needed. Teams can add notifications, approvals, assignments, and reporting steps around the core handoff, and integrations with tools like Slack, Google Drive, and Airtable can support broader coordination and recordkeeping. This helps reduce manual data entry, improve accuracy, and give teams a clearer view of work that needs attention.