AssetIT

Automation Overview

Automation in AssetIT streamlines workflows by automating routine tasks. Similar to Jira automation, it lets you create rules that automatically perform steps based on specified triggers and actions — reducing manual effort, ensuring consistency, and improving overall productivity within asset management processes.

CleanShot 2026-06-30 at 14.31.42@2x-20260630-073142.png

Important notes

  • Each automation rule can include a maximum of 5 components (triggers, actions, and conditions combined).

  • Only the rule owner can edit an automation rule. App Admins can create new rules or delete existing ones.

To create an automation rule, click the + Automation button. This opens the Create Automation Rule screen, where you can customize the Triggers and Actions to design your rule.

CleanShot 2026-06-30 at 14.26.49@2x-20260630-072649.png

Compatible actions for each trigger

Below is a list of compatible actions for each trigger type, ensuring that users can effectively create automation rules that work together seamlessly.

Trigger

Compatible Actions

Due Date & Expiration

image-20241024-093116.png Create a Jira Issue

Issue Assigned

image-20241024-093014.png Checkout resources linked to the Jira issue

image-20241024-093050.png Update asset status

image-20241024-093113.png Create a Jira issue

Issue Transitioned

image-20241024-093044.png Update asset status

image-20241024-093022.png Checkout resources linked to the Jira issue