Step 8
Set It and Forget It: Automating Your Syncs with Triggers
To ensure your reports are always fresh without any manual effort. Set up a schedule, and the add-on will sync your data for you in the background.
A. Creating a New Trigger
Navigate to the "Automated Triggers" page from the sidebar menu (☰).
Click the "Add a new trigger" button.
Frequency: Choose how often you want the sync to run (Daily, Weekly, or Monthly).
Schedule: Select the day and approximate time for the sync.
Timezone: Ensure the correct timezone is selected for your schedule.
Click "Save Trigger." The add-on is now set to sync automatically.
B. Working with an Existing Trigger
If a trigger is already active on the sheet, you will see a status message.
If you are the owner: You will see the current trigger configuration and have the option to update the schedule or "Delete Trigger."
If another user created the trigger: You will see a message like, "An automated sync trigger created by trigger-owner@mycompany.com is currently active." You cannot edit their trigger, but you have one key option:
Force Reset Configuration: This button disconnects the sheet from the other user's trigger.
Note on Triggers
Automated triggers are securely linked to the creator's Jira connection. The sync always runs with their permissions. If they disconnect from add-on, the trigger automatically stops working. This ensures data is never synced by an unauthorized account.