Give new Jira projects a written operating guide
Start with a shared guide that captures available project information and the working conventions you provide.
Trigger
New Project
Triggered when a new project is added in Jira
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
Teams can lose time agreeing on basic project context after setup because no written guide exists.
- Create a repeatable starting guide for new projects.
- Make project information easier for collaborators to find.
- Include user-supplied conventions alongside available Jira details.
Setup
Build it in a few focused steps.
- 1Connect Jira and Docugenerate once in the Notis portal.
- 2Create an automation and describe the operating guide in one instruction.
- 3Pick Jira New Project as the trigger.
- 4Choose where run reports should go.
- 5Test with one real project and review any user-supplied conventions.
Questions about this workflow
Does Jira provide all the operating conventions?
No such fields are guaranteed by the listed event. Include conventions in your instruction or provide them separately.
What starts the guide generation?
The workflow starts when a new project is added in Jira.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docugenerate.