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This page contains the basics of configuring Excel automation on the Jira Server platform. If you're about to create your first Excel automation rule, we recommend the following learning path:

  1. Learn the key concepts and basics of Jira Server automation.
  2. Configure your first Excel automation rule.
  3. Study the configuration reference for the complete list of configuration options.

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Configure Excel automation rules

See the step-by-step guides for specific automations:

  1. Send Excel spreadsheets automatically
  2. Save Excel spreadsheets automatically
  3. Attach Excel spreadsheets automatically


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