Start new Jira projects with an onboarding checklist
Give teams a practical first document when a project is created.
Trigger
New Project
Triggered when a new project is added in Jira
Action
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
Why this helps
New projects can leave people unsure what context and decisions they need before work starts.
- Create a consistent project starting point
- Make missing setup information visible
- Reduce repeated orientation conversations
Setup
Build it in a few focused steps.
- 1Connect Jira and DocRaptor once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation and add its name and prompt.
- 3Tell Notis to create a project onboarding checklist from available project data and mark unknowns as questions.
- 4Pick the Jira New Project trigger and choose where run reports should go.
- 5Test with one real project creation.
Questions about this workflow
Does Jira's new project event include a full project plan?
The event is described as a notification that a new project was added. Supply additional project context in your instruction if needed.
Can this workflow create Jira tasks from the checklist?
No. It creates a document in DocRaptor.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to DocRaptor. A trigger fires from one place; an action lands in another.
Jira triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
New Project
Triggered when a new project is added in Jira
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
Jira and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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