Turn your Jira lead template into a working system

This product adds automation and setup guidance on top of the free Jira Product Discovery Notion Template.
Instead of manually creating issues from emails, forms, or spreadsheets, leads are automatically cleaned, validated, and created as Jira issues, with clear follow-up and review rules.
This is designed to reduce repetitive manual work while keeping behavior predictable and easy to understand.

What’s included?

• Private Notion workspace access

  • Setup Guide (15 minutes)
  • What this does/doesn’t do

• Make.com automation blueprint

  • Lead intake
  • Basic validation & deduplication
  • Jira issue creation
  • Review flagging for unclear cases

• Jira-ready workflow

  • Works with Jira Free
  • Uses the same structure as the free template

Who is lead intake automation for?

• Teams already using Jira Free
• Agencies & consultants handling leads from multiple sources
• Non-technical users who want something reliable and predictable

Who is lead intake automation NOT for?

• Teams looking for a full CRM
• Complex sales pipelines with heavy scoring logic
• Organizations expecting AI enrichment out of the box

Access and delivery

After purchase, you’ll receive access to a private Notion page containing the setup guide and documentation.

Setup takes ~15 minutes.

Important note

This automation doesn’t promise zero edge cases.
It’s designed to reduce manual work, apply clear rules, and surface anything that needs human review.Set product image