Integrating Acta.ai with Jira

Transform meeting discussions into Jira issues automatically with smart project tracking

The Acta.ai Jira integration automatically transforms your meeting discussions and decisions into structured Jira issues and updates. This seamless connection ensures that all action items and important follow-ups from your conversations are properly documented and tracked in your team's project management system without manual effort.

How the Integration Works

Acta.ai uses its domain-specific AI agents (like the Meeting Agent, Ticketing Agent, and Follow-up Agent) to:

  • Identify action items, tasks, bugs, and feature requests during conversations

  • Extract key details like assignees, deadlines, priority, and dependencies

  • Automatically create new Jira issues or update existing ones

  • Link the Jira issues back to the meeting recording and transcript for full context

  • Add comments to relevant Jira tickets with meeting decisions

Setting Up the Integration

Follow these steps to connect your Jira account with Acta.ai:

  1. 1

    Log in to Acta.ai

    Access your Acta.ai dashboard using your credentials

  2. 2

    Navigate to Integrations

    Go to the 'Settings' or 'Integrations' section in the left sidebar

  3. 3

    Select Jira

    Find the Jira integration card and click 'Connect'

  4. 4

    Authenticate with Atlassian

    You'll be redirected to authorize Acta.ai to access your Jira workspace

  5. 5

    Select Jira Projects

    Choose which projects you want to connect with Acta.ai

  6. 6

    Configure Preferences

    Set up field mappings and automation rules for issue creation

  7. 7

    Save Settings

    Finalize the integration and start using it in your meetings

Key Features

The Jira integration offers powerful capabilities to streamline your workflow:

Automatic Issue Creation

Convert spoken action items into properly formatted Jira issues

Smart Field Mapping

Automatically populate Jira fields based on meeting context

Project Routing

Direct issues to the appropriate Jira projects based on topics discussed

Sprint Integration

Add items directly to active or upcoming sprints

Bi-directional Updates

Keep Jira and meeting records in sync with cross-references

Custom Workflows

Configure how different types of issues are handled based on meeting type

Use Cases

Daily Stand-ups

During daily stand-ups, Acta.ai automatically logs blockers or new tasks as Jira issues, complete with assignees and priority levels. Team members no longer need to manually create tickets after the meeting, ensuring nothing falls through the cracks.

Support Calls

When customer issues are discussed in support calls, the Ticketing Agent creates Jira bug or incident tickets with detailed context, severity ratings, and customer information. This ensures prompt follow-up and proper documentation of customer-reported issues.

Sprint Planning & Retrospectives

During sprint planning or retrospective meetings, Acta.ai captures improvement tasks, feature requests, and action items, adding them to the appropriate sprint with correct story points and acceptance criteria based on the discussion.

Best Practices

Clear Action Items

Clearly verbalize action items during meetings with assigned owners for better detection

Custom Field Mappings

Customize your Jira field mappings to match your organization's workflow

Consistent Meeting Structure

Use consistent meeting agendas to help the AI better categorize and organize Jira issues

Review Auto-created Issues

Review automatically created issues after important meetings to ensure accuracy

Project-specific Rules

Set up project-specific automation rules for different meeting types

Troubleshooting

Authentication Issues

If the integration stops working, reconnect your Atlassian account in the integration settings

Missing Issues

Ensure your Acta.ai account has sufficient permissions to create issues in the selected Jira projects

Field Mapping Problems

Check that required Jira custom fields are properly mapped in your integration settings

Need Help?

If you encounter any issues with the Jira integration, please contact our support team or visit our FAQs page.