Automate Change Request Approvals with Monday.com, Jira, Slack & Google Sheets

Description

Description
Streamline IT and operations change management by automating approval routing, Jira issue creation, audit logging, and real-time Slack alerts. This workflow ensures faster reviews, traceable approvals, and transparent communication across systems. 🚀

What This Template Does
Step 1: Triggers automatically every weekday at 3:00 AM to fetch new or updated change requests from Monday.com. ⏰
Step 2: Extracts key fields (request name, component, risk level, approvers, and description) for structured processing. 🧩
Step 3: Routes each request based on its current status — Pending, Approved, or Rejected. 🔀
Step 4: Sends Slack alerts for pending approvals with detailed context for quick action. 💬
Step 5: Creates Jira tickets for approved requests, ensuring smooth implementation tracking. 🎫
Step 6: Logs all approved requests to Google Sheets for compliance and audit purposes. 📊
Step 7: Sends confirmation emails to requesters with Jira ticket details via Gmail. 📧
Step 8: Automatically creates resubmission items in Monday.com for rejected requests. 🔁

Key Benefits
✅ Eliminates manual approval routing between tools
✅ Centralizes audit trails and implementation data
✅ Accelerates change management turnaround
✅ Provides real-time alerts to approvers and teams
✅ Ensures compliance with automated record-keeping

Features
Automated daily trigger (Mon–Fri, 3 AM)
Monday.com integration for request intake
Conditional branching by status (Pending, Approved, Rejected)
Jira issue creation for approved requests
Slack notifications for pending and approved updates
Google Sheets logging for audit tracking
Gmail email confirmations for requesters
Automatic resubmission handling for rejected requests

Requirements
Monday.com API credentials with board access
Jira API credentials with project permissions
Google Sheets OAuth2 credentials
Slack Bot token with chat:write permissions
Gmail OAuth2 credentials for email automation
Target Audience
IT & DevOps teams managing structured change approvals
Project management teams tracking implementation requests
Organizations seeking automated risk-based change routing
Managers needing centralized logs and instant

Slack alerts
Step-by-Step Setup Instructions
Connect your Monday.com account and replace YOUR_BOARD_ID and groupId.
Configure Jira credentials and set the target project for new tickets.
Link your Google Sheets document and replace YOUR_SHEET_ID and YOUR_SHEET_GID.
Add Slack credentials and update YOUR_CHANNEL_ID for notifications.
Set up Gmail OAuth2 for sending confirmation emails.
Adjust the cron expression (0 3 * * 1-5) if needed to match your timezone.
Run the workflow manually once to test end-to-end connectivity.
Enable for scheduled automation and enjoy a fully managed approval process.