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Weekly

Compare Jira progress with monday.com goals weekly

Every Monday you get a report showing which epics are behind, comparing finished Jira work with the targets on your monday.com board.

Runs
Weekly
Apps
Jira, monday.com
AI
Not needed
Access
Jira read; monday.com read (+write for status)

Send this to your assistant

Create a ClickRuntime automation: every Monday at 9am, read the goals on my monday.com OKR board, check how many Jira issues are done in each linked epic, and email me which ones are behind schedule.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

Leadership tracks goals in monday.com while the actual work lives in Jira epics. Knowing whether a goal is on track means opening both tools and doing arithmetic, so it usually happens in a rush before a quarterly review.

Comparing the two automatically every week shows which goals are slipping while there is still time to act. The report is the same every Monday, so trends are easy to follow.

What you get out of it

  • Real progress, not opinions

    Progress comes from finished Jira issues, not someone's estimate in a meeting.

  • Slipping goals flagged early

    Epics behind where they should be at this point in the quarter are named, so you can act mid-quarter.

  • No manual cross-checking

    Nobody opens two tools and a calculator every week; the numbers are pulled for you.

  • A consistent weekly view

    The same report every Monday makes it easy to see whether things are improving.

How it works

What happens, step by step

  1. Every Monday ClickRuntime reads the goals and their Jira epic keys from your monday.com board.

  2. For each epic it counts how many Jira issues are done out of the total.

  3. It compares that with how far through the quarter you are and flags epics that are behind.

  4. The report is emailed to you.

Before it runs live

  • Connect Jira
  • Connect monday.com

What you get

RunsWeekly
Compare Jira progress with monday.com goals weeklytoday, 9:00Succeeded
Email · Goal health: 1 behind⚠️ Launch Acme integration (APP-40): 22% done, expected 54% Cut onboarding time (APP-12): 61% done, expected 54%

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Run it at a different time, more or less often, or only on weekdays
  • Add an AI step, for example to summarize, sort or draft a reply
  • Add another app, for example also send it to Slack
  • Combine it with other Jira and monday.com steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
weekly_jira_vs_monday_com_okr_epic_health_report.pyexample
from datetime import date
from clickruntime import on_trigger, credentials, http, notify

BOARD = 1234567890
ITEMS = """query ($board: [ID!]) { boards(ids: $board) { items_page(limit: 200) { items {
  id name url column_values { id text } } } } }"""
def monday(query, **variables):
    resp = http.post("https://api.monday.com/v2", json={"query": query, "variables": variables},
                     headers={"Authorization": credentials.secret("MONDAY_API_TOKEN"), "API-Version": "2024-10"})
    resp.raise_for_status()
    return resp.json()["data"]

JIRA_URL = "https://api.atlassian.com/ex/jira/your-cloud-id/rest/api/3"

def jira(method, path, **kw):
    resp = http.request(method, JIRA_URL + path, headers={"Authorization": "Bearer " + credentials.connection("jira", "work")}, **kw)
    resp.raise_for_status()
    return resp.json() if resp.content else None

def count(jql):
    return jira("POST", "/search/approximate-count", json={"jql": jql})["count"]

@on_trigger
def run(event):
    today = date.today()
    expected = min((today - date(today.year, 3 * ((today.month - 1) // 3) + 1, 1)).days / 91, 1)
    lines, behind = [], 0
    for i in monday(ITEMS, board=[BOARD])["boards"][0]["items_page"]["items"]:
        epic = {c["id"]: c["text"] for c in i["column_values"]}.get("epic")
        if not epic:
            continue
        total = count(f'parent = "{epic}"')
        done = count(f'parent = "{epic}" AND statusCategory = Done') / total if total else 0
        flag = done < expected - 0.15
        behind += flag
        lines.append(f"{'⚠️ ' if flag else ''}{i['name']} ({epic}): {done:.0%} done, expected {expected:.0%}")
    notify.email_me(f"Goal health: {behind} behind", "\n".join(lines) or "No goals with linked epics.")
    return {"goals": len(lines), "behind": behind}

FAQ

Common questions

How are goals linked to epics?
Each goal item on your monday.com board has a column with its Jira epic key.
How is behind calculated?
The share of the epic's issues that are done is compared with how far through the quarter you are. Anything more than 15% behind is flagged.
Can it post to Slack instead?
Yes. Ask your AI assistant to post the report to a channel, or to do both.
What permissions does it need?
Jira read; monday.com read (+write for status). Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's AI allowance.
How many runs does it use?
One run each time it runs (weekly). Checks that find nothing to do and stop right away aren't counted.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Compare Jira progress with monday.com goals weekly” from your assistant

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