Prepare customer update drafts from new Jira issues
Turn internal issue details into a draft that is ready for a human review and edit.
Trigger
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Action
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Why this helps
Writing clear external updates from internal tickets takes time and can interrupt focused work.
- Start customer updates from issue data already captured in Jira.
- Give communications a consistent draft format.
- Keep a review step before sharing externally.
Setup
Build it in a few focused steps.
- 1Connect Jira and Docugenerate once in the Notis portal.
- 2Create an automation and describe the customer update draft in one instruction.
- 3Pick Jira New Issue as the trigger.
- 4Choose where run reports should go.
- 5Test with one real issue and review the wording before sharing.
Questions about this workflow
Will Notis send the update to a customer?
No. The selected action generates a document. Review and share it through your usual process.
Can it safely add information not in the ticket?
Provide any missing customer context in the instruction or separately. Notis should use only information available to it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Docugenerate. A trigger fires from one place; an action lands in another.
Jira triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
New Project
Triggered when a new project is added in Jira
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
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.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Connect any two apps with Notis in the middle.
Jira and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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