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pm-automations

A collection of project management automations for GitHub Projects, covering progress reporting sync and data exports.

Automations

Workflow Description
GH Issues Compliance Checker Validates GitHub issues compliance with project field requirements, tracks field changes across multiple GitHub Projects, maintains a reporting log, and optionally syncs progress to JIRA. Runs daily at 00:00 UTC. Supports dry-run mode for safe testing
GH Export Active Items Exports active items (non-Done, non-Cancelled) and Backlog items with specific versions from GitHub Projects to CSV files. Runs daily at 01:00 UTC and Tuesdays at 12:55 UTC (pre-meeting refresh)
GH Export Done Items Exports completed items from GitHub Projects to CSV files with incremental daily exports. Runs daily at 01:30 UTC and Tuesdays at 12:56 UTC (pre-meeting refresh)
JIRA Issues Compliance Checker Validates JIRA issues against software development lifecycle policies and adds a compliance-alerts label for tracking. Runs daily at 00:30 UTC
JIRA Issues Export Exports JIRA issues to CSV files for both active and done items. Uses hybrid discovery (filters/JQL/projects), contributor whitelist with fuzzy matching, and generates project-specific exports. Runs daily at 02:00 UTC and Tuesdays at 12:57 UTC (pre-meeting refresh)
GH Archive Project Items Manually archives GitHub Project v2 items matching a composable filter (any project field, e.g. status, target milestone) across one or more projects. Supports dry-run mode. Manual trigger only

User guides

Guide Description
Projects User Guide How to work with GitHub Projects that use the reporting metrics structure: issue lifecycle, field requirements, alerts, and JIRA integration

Adding new automations

Each automation lives as a GitHub Actions workflow under .github/workflows/. Accompany each .yml with a .md guide covering setup, testing, and troubleshooting.

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Project management automations: progress reporting sync, AI-assisted DoR/DoD checks, and other process improvements for GitHub Projects

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