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Jira quickstart guide
Jira quickstart guide

How to automatically create tasks in Jira after a meeting.

Andrei Martin avatar
Written by Andrei Martin
Updated over a week ago

In this article, we'll go over the steps for integrating MeetGeek with Jira, #1 agile project management tool.

Once the integration is set up, MeetGeek will be able to create tasks from your meeting highlights and share them with your Jira projects. You can also sync entire meeting summaries with your Jira boards.

How to integrate Jira with MeetGeek

  1. Go to the Integrations page and press on the Jira card.

2. Click on the "Connect" button on the opened card.

3. You will be taken to a window in Jira where you should grant MeetGeek access to Jira. Click on the "Accept" button.

4. You will then be taken back to the MeetGeek Integrations page.
It means that you successfully enabled the integration of Jira with your MeetGeek account.

5. (Optional) Set up the default Jira settings.

Default Jira settings (Optional)

In the MeetGeek dashboard go to the Integrations page and click on the Jira card. There you will find the "Settings" button. That button will open a window with all the Jira settings, as you can see in the following screenshot.

These settings will serve as the default settings for your account. This implies that all tasks from MeetGeek will be assigned to the same Board and given the same Status (or Issue Type) as you've selected here.

You can also skip this step and set up custom rules for different meetings.

How to create tasks in Jira for past meetings

Let's say you had a call with your dev team and need to update the action items discussed during that call in your task management tool, which in this case is Jira.

To do this, go to the meeting page of that particular meeting and navigate to the “Highlights” section. From there, select all or specific highlights that have been tagged as "Task" and click "Share highlights".

You will be asked to select the Jira project, board, and issue type where you want to add tasks. While the default settings from the initial Jira and MeetGeek setup are displayed, you can modify them if necessary.

Click "Send" and all tasks will immediately appear in your Jira project:

Set priority, add assignees, and collaborate with your team effectively in Jira.

If you want to share an entire meeting summary with all conversation highlights to your Jira board, go to the meeting page and click the "Share meeting" button.

Then, select the Jira logo and choose the board and issue type where you want to send the summary. Fill in the fields and the summary will be sent immediately to the selected project and stage in your Jira account.

How to automatically create tasks in Jira for all meetings

Now, let's review how to automatically connect every task and meeting with your Jira tool, saving you hours of manual work each week.

To do that, let’s proceed with the creation of an automated workflow.

Note: Automated workflows are available for users on Pro and higher subscription plans. Review here.

  1. Head to the Integrations in your MeetGeek account. And click on the "Workflow" tab:

2. Click on the "Create new workflow" button and you will see the following window:

3. Choose Jira in the "Send to" field and then complete the rest of the fields.


  • Given a: choose 'Meeting' if you want to sync an entire meeting summary with your Jira board. Or choose 'Highlight' to sync just specific highlights with Jira.

  • Which name contains: If you've selected 'Meeting' in the previous field, enter the name of the meeting here that you wish to send to Jira. You can use the full name if it's a recurring meeting, or part of the name if the meeting titles vary slightly.

    If selected 'Highlight' - write the name of the highlight (e.g. 'Task', 'Decision', 'Fact', or a custom highlight that you created from the Meeting Template tab).

  • Boards: stands for the name of the board in your Jira account.

  • Issue Types: stands for the status of the issue that you defined for that board in Jira.

Note: In order to sync your tasks, MeetGeek needs to know in which board and with which issue type to send. A valid workflow must have all these fields set.

4. Click "Save workflow" and it will be activated.
It means that all your next MeetGeek meetings or highlights that match the rules above will be automatically sent to Jira a few minutes after the meeting ends.

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