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Planning flow & summaries with Jira two-way sync & Coda AI

Pull in data and push out updates with the Jira Pack, and get AI-generated summaries.
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Create an issue, ask questions, and push updates back to Jira tasks from your Coda doc—without paying for extra licenses or bugging a developer.

Jira setup instructions

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Copy this doc
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into your own account.
When prompted, sign in to your Jira account.
Wait a few seconds for the Pack to sync in your information.
The Issues table will fail to sync, since it’s trying to connect to the demo project. Change the Project selection to the project you want to sync.
In your table options, toggle on Two-way sync to be able to send edits back to Jira.
Click the Refresh Issues button to sync in your issues.
When you make edit(s), you can sync them back to Jira with the “Send edits” button above the table. You can also toggle on “Send edits automatically” from the table options to have your edits sync immediately.
Note that not all Jira fields are editable. You can learn more
here
⁠
.

AI setup instructions

Type /AI block to add an AI block to the page.
Add a prompt, similar to the one shown below. To reference the table, type @ or press the @ button.
Press create.
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Tip: You can also ask Coda AI questions about your Jira issues.
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Image 5 -- coda (1).png
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Various tasks and bug fixes were completed for a software product, such as fixing the login flow on Android, adding SMS notification support, and optimizing for SEO.
Some new features were also added, like a one-click checkout option and support for PayPal and 1Password.
Other tasks include conducting customer interviews and migrating from Azure to Snowflake.
A few tasks are still in progress and remain in the backlog.
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Project:
Coda Project
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Refresh Issues
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Refresh AI block
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Issues
Issue
Open in Jira ↗️
Summary
AI tag
i
Priority
Status
Issue type
Creator
Created
Updated
1
JTP-66
Fix log in flow on Android
Login
High
Backlog
Bug
noah
Thu, Mar 2, 2023
Thu, Mar 2, 2023
2
JTP-64
SMS Notification Support
Mobile
Highest
Backlog
Task
Vish Mittapalli
Fri, Jun 10, 2022
Thu, Oct 6, 2022
3
JTP-51
Add one-click checkout option to shopping cart
Tooling
Medium
Done
Story
Coda
Mon, Sep 30, 2019
Wed, Aug 3, 2022
4
JTP-50
Shake iOS app to share
Tooling
High
In Progress
Story
Coda
Tue, Nov 5, 2019
Thu, Oct 6, 2022
5
JTP-49
Add PayPal as a payment option
Monetization
Lowest
Backlog
Story
Coda
Fri, Oct 18, 2019
Thu, Oct 6, 2022
6
JTP-48
Conduct 30 customer interviews
Insights
Lowest
Selected for Development
Story
Coda
Sun, Jun 30, 2019
Thu, Oct 6, 2022
7
JTP-47
SEO optimization
Marketing
Medium
Backlog
Story
Coda
Thu, Aug 22, 2019
Thu, Oct 6, 2022
8
JTP-46
Migrate from Azure to Snowflake
Tooling
High
Done
Story
Coda
Sat, Aug 3, 2019
Thu, Oct 6, 2022
9
JTP-45
Add 1Password support
Tooling
Medium
In Progress
Story
Coda
Mon, Jul 22, 2019
Thu, Oct 6, 2022
10
JTP-44
Add “fun fact of the day” to login
Login
Low
In Progress
Story
Coda
Sat, Jun 15, 2019
Thu, Oct 6, 2022
There are no rows in this table
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Supporting tables

Projects
Project
Name
Hide
1
Coda Project
2
PetPulse
3
WalkWise
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