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Keep document milestones visible in release planning

Review project versions on a regular cadence so document-based release dates stay on the radar.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Project Versions

Retrieves all versions for a jira project with optional expansion.

Why this helps

Milestone details can fade from view after extraction if nobody returns to the release plan.

  • Bring project release milestones back into a routine review.
  • Keep document-derived dates connected to delivery planning.
  • Reduce reliance on memory for upcoming milestones.

Setup

Build it in a few focused steps.

  • 1Connect Algodocs and Jira once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for release review.
  • 3In one instruction, tell Notis which Jira project versions to retrieve and how to flag milestones needing attention.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with a project that has real versions and inspect the resulting report.

Questions about this workflow

Does this create or change releases?

No. This workflow retrieves project versions for review.

Where do document milestone dates come from?

Dates must be extracted by Algodocs and supplied in the document data or already represented in Jira versions.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Algodocs to Jira. A trigger fires from one place; an action lands in another.

Algodocs triggers

Jira actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Attachment

Uploads and attaches a file to a jira issue.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Comment

Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.

ActionInstant

Add Watcher to Issue

Adds a user to an issue's watcher list by account id.

ActionInstant

Assign Issue

Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.

ActionInstant

Bulk Create Issues

Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.

ActionInstant

Create Issue

Creates a new jira issue (e.g., bug, task, story) in a specified project.

ActionInstant

Link Issues

Links two jira issues using a specified link type with optional comment.

ActionInstant

Create Project

Creates a new jira project with required lead, template, and type configuration.

ActionInstant

Connect any two apps with Notis in the middle.

Algodocs and Jira, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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