RecordX + Jira

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What it does today

The Jira sync isn't shipped yet. Every RecordX meeting produces a structured action-item list in RecordX - owner, verb, next step, due date if it was spoken - and you copy those into Jira by hand. The planned integration will use Jira Cloud REST API v3 to create issues in a project you nominate, with the assignee resolved via Atlassian's user search and a link back to the RecordX meeting in the description.

Setup (once the sync ships)

  1. Create your RecordX account at recordx.io/register.html.
  2. Install the RecordX Chrome extension or the Android app for mobile capture.
  3. Open settings in the RecordX web app and click Connect Jira.
  4. Sign in to your Atlassian account and pick the site (jira.company.atlassian.net) to connect.
  5. Approve the requested OAuth scopes for that site.
  6. Choose a default project and default issue type (Task, Story, Bug).
  7. Optionally add rules: "meetings tagged bug-triage route to Support project as Bug", etc.
  8. Record a test meeting with a clear action item and confirm the Jira issue appears.

Data sync (planned)

Data Direction Notes
Action items RecordX → Jira One issue per action item, in the mapped project.
Summary field RecordX → Jira First line of the action item becomes the issue summary.
Description RecordX → Jira Full action-item text plus a link back to the RecordX meeting page.
Assignee RecordX → Jira Resolved via user search by display name or email.
Due date RecordX → Jira Set when a date is mentioned in the action item.
Full transcript Not synced Stays in RecordX; the meeting link is the entry point.
Issue status Not synced RecordX doesn't reopen or transition issues you've moved.

Permissions and scopes

Connect uses Atlassian OAuth 2.0 (3LO). The planned scope set is the minimum needed to write issues: read:jira-user to resolve assignees, read:jira-work to fetch project and issue-type metadata, and write:jira-work to create issues in the projects you nominate. RecordX cannot read issues from projects you haven't mapped and doesn't request administrative scopes.

Pricing and limits

RecordX doesn't charge extra for the Jira sync - it's included with any paid plan. Jira Cloud's REST API is available on every tier including Free (10 users). Atlassian throttles per-app requests via a burst-and-refill model; typical meeting volumes are well below the ceiling. Custom fields and Advanced Roadmaps are Jira Premium features - fine to use in Jira, but RecordX writes standard fields and lets your Jira automations do the rest.

Common gotchas

Alternatives while you wait

FAQ

Is the Jira integration live?
No. Action items are generated in the RecordX web app for every meeting; copy them into Jira manually until the direct sync ships. The planned integration uses the Jira Cloud REST API v3 to create issues in a project you nominate.
Does it work with Jira Server or Data Center?
The initial plan is Jira Cloud only, via Atlassian OAuth 2.0 (3LO). Server / Data Center support isn't ruled out but is not on the near-term list.
Which issue type will action items become?
The plan is to default to Task, with a per-project override. Bug, Story, and custom issue types are picked from the project's issue-type screen scheme.
Will the transcript go into the ticket?
A link back to the RecordX meeting page will sit in the description; the full transcript stays in RecordX so you don't pollute Jira with kilobytes of prose.
What's the workaround now?
Open the meeting in RecordX, copy the action-item wording (owner, verb, next step, due date if mentioned), and paste it into a new Jira issue. The RecordX meeting URL makes a good ticket description.

Setup checklist

Related integrations

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