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Documentation Index

Fetch the complete documentation index at: https://docs.causeflow.ai/llms.txt

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When CauseFlow investigates an incident, its agents need context about your services — architecture decisions, runbooks, past incidents, and related tickets. Project management integrations give agents access to this context automatically, without anyone needing to paste links manually. All project management integrations are connected via OAuth through CauseFlow’s managed integration layer. CauseFlow handles the OAuth token lifecycle (authorization, refresh, and secure storage) so the orchestrator always has up-to-date access when an investigation starts.

How CauseFlow uses project management tools

During an investigation, agents search your connected tools for:
  • Related tickets — open or recently closed issues linked to the affected service
  • Architecture docs — Notion pages, Confluence spaces, or wiki entries describing the service
  • Runbooks — step-by-step guides for known failure modes
  • Deployment notes — release tickets or stories describing recent changes
This context enriches root cause analysis, especially for incidents where the code and infrastructure look healthy but a process or configuration change caused the issue.
The more context CauseFlow has about your services, the more accurate its investigations. Connect your project management tools and link them to services in the dashboard so agents can find the right documents instantly.

Available integrations

ToolWhat CauseFlow accesses
JiraIssues, epics, and comments linked to the affected service
LinearIssues and cycles linked to the affected team or project
TrelloCards and board descriptions linked to the affected service
ShortcutStories and epics linked to the affected component
NotionPages in workspaces you authorize, searched by service name and incident keywords
ConfluenceSpaces and pages you authorize, including runbooks and architecture docs

Connecting via OAuth

All project management integrations use the same OAuth flow.
1

Open the catalog

Go to Dashboard > Integrations and find the tool you want to connect.
2

Click Connect

Click Connect to begin the OAuth flow.
3

Authorize in the tool

You’ll be redirected to the tool’s authorization page. Sign in and grant the requested permissions.
4

Return to CauseFlow

You’ll be redirected back to the dashboard. The integration will show as connected, and agents will use it on the next investigation.

Provider details

How it works

CauseFlow searches your Jira instance for issues linked to the affected service during investigation. Agents use the service name, incident keywords, and any labels you have configured to find relevant tickets.

Required information

ItemDescription
Jira Cloud or ServerCauseFlow supports Jira Cloud (OAuth) and Jira Data Center (API token)
Project selectionThe Jira projects CauseFlow can search

What CauseFlow accesses

  • Issue summary, description, and comments (read-only)
  • Issue status and labels
  • Epic and sprint metadata

Steps to configure in CauseFlow

1

Open Jira integration

Go to Dashboard > Integrations > Jira and click Connect.
2

Authorize on Jira

You’ll be redirected to Atlassian’s OAuth page. Select the Jira instance and click Accept.
3

Select projects

Back in CauseFlow, select which Jira projects agents should search during investigations.

Troubleshooting

“No projects found”: Confirm the Atlassian account used for OAuth has at least Browse Projects permission on the Jira projects you want to connect.

Security

OAuth tokens are stored in CauseFlow’s credential vault using KMS envelope encryption. CauseFlow never stores tokens in plaintext, and access is scoped to the read-only operations you authorized. Access tokens are refreshed automatically using the OAuth refresh token flow. If a token expires or is revoked, CauseFlow shows the integration as disconnected and pauses context enrichment until you reconnect.

Integrations overview

See the full catalog of supported tools.

Integrations overview

See the full catalog of available integrations.

Security overview

Learn how CauseFlow stores and protects your credentials.

API reference

Manage project management integrations programmatically.