How to add new Airtable records for new Jira issues

Every playbook starts with a trigger. The trigger detects changes in your connected apps and initiates your playbook's actions.

Click "Add trigger" and select "Issue created" under Jira automation. Then, select the project. This will allow your playbook to automatically detect new issues created in Jira and initiate necessary actions.

If this is your first time using a Jira integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Airtable automation into your playbook to ensure the prompt addition of a new record to a table for each issue created in Jira.

Click the "Add step" button, then locate the "Add record to table" automation for Airtable and input the mandatory and relevant details.

If your Airtable account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Airtable account.

Activating your playbook is the final step to automate the addition of a record in Airtable. Once turned on, it will respond to new issues created in Jira by adding a corresponding record in Airtable without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.