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Onboarding: Sync Jira Mode

This guide walks through the full onboarding wizard for teams that use Jira as a ticketing system. In this mode, Clears AI syncs work items between Jira and the Clears AI Board, letting you trigger AI execution on stories from your existing Jira backlog.

Step 1: Connect GitHub (Required)​

GitHub is the core integration - Clears AI needs access to your repositories to analyze code and create pull requests.

GitHub connection step

  1. Click Install GitHub App to open the GitHub authorization popup
  2. Select the GitHub organization or user account to install the app on
  3. Choose which repositories to grant access to (you can select all or specific repos)
  4. Once installed, the wizard shows your available repositories
  5. Select at least one repository to use as an execution target - these are the repos the AI agent will work in
  6. Click Continue

Step 2: Connect Jira​

Connect your Atlassian workspace so Clears AI can sync with your Jira projects:

  1. Click Connect Jira to open the OAuth authorization popup
  2. Sign in to your Atlassian account and authorize Clears AI
  3. Once connected, the wizard displays your Jira domain (e.g., your-team.atlassian.net)
  4. Click Continue

Step 3: Configure Jira Webhook​

This step sets up a webhook so Jira notifies Clears AI when work items change:

  1. Navigate to Jira Settings → System → WebHooks (a direct link is provided)
  2. Create a new webhook named Clears
  3. Copy the webhook URL from the wizard into Jira's URL field
  4. Generate a webhook secret in the wizard and paste it into Jira
  5. Enable the Issue checkboxes: Created, Updated, Deleted
  6. Save the webhook in Jira, then click Continue

Step 4: Add Jira Statuses​

Clears AI uses custom statuses to track stories through the execution pipeline:

  1. Navigate to your Jira Statuses page (a direct link is provided)
  2. Add the following statuses with the In Progress category:
    • Enriched - story has been analyzed by AI
    • Product Approved - story spec approved by product owner
    • Ready For Dev - subtasks generated, ready for implementation
    • Validation - PRs created, awaiting review
  3. Add workflow transitions so stories can move to these statuses
  4. Click Continue

Step 5: Connect Slack (Optional)​

Slack enables notifications and interactive Q&A during story analysis:

Slack connection step

  1. Click Install Slack App to open the authorization popup
  2. Select your Slack workspace and authorize Clears AI
  3. Once connected, the workspace name is displayed

This step is optional - click Skip for now if you prefer to set it up later. Without Slack, Q&A interactions happen directly on the Board.

Completing Onboarding​

After finishing all steps, the wizard marks your onboarding as complete and redirects you to the Board - the main workspace where you'll create and manage stories.

Your onboarding progress is saved automatically, so if you close the wizard mid-way, you'll resume where you left off on your next sign-in.

Next Steps​

With your account configured, continue to Connecting Integrations for a deeper dive into each integration, or jump to Creating Your First AI Story to start using the platform.