Preserve the intent behind new Jira projects
Project names alone can be hard to interpret later. Ask Notis to capture the available project context as a Dovetail insight when a project is added.
Trigger
New Project
Triggered when a new project is added in Jira
Action
Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
Why this helps
The reasoning behind a project can be lost after setup, leaving later contributors without its starting context.
- Retain available project context for later discovery work.
- Give new contributors a starting point for understanding project intent.
- Create a searchable record without manual transcription.
Setup
Build it in a few focused steps.
- 1Connect Jira and Dovetail once in the Notis portal.
- 2Create an automation in Automations, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to create a Dovetail insight summarizing the new project's available context and clearly note information that is missing.
- 4Choose the Jira New Project trigger, then select a report destination.
- 5Test with a real new project event and review the insight for unsupported assumptions.
Questions about this workflow
Can this capture the full project rationale?
Only if the event or connected context provides it. Any rationale not available to Notis must be supplied by a person.
Does this trigger on an existing project's edits?
No. The New Project event runs when a project is added.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Dovetail. A trigger fires from one place; an action lands in another.
Jira triggers
Dovetail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Channel
Tool to create a new channel in dovetail. use after confirming channel details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact in dovetail. use when you need to register a contact before logging interactions.
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 Data Point
Tool to create a data point within a channel. use after capturing new content to record and classify it in dovetail.
New Project
Triggered when a new project is added in Jira
Create Insight
Tool to create a new insight in dovetail. use after synthesizing findings when ready to store them. example: "create insight 'q1 user trends' with body '...' for project 'proj 123'."
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.
Create Topic
Tool to create a new topic in a channel. use after confirming channel id, title, and optional description.
Delete Channel
Tool to delete an existing channel. use when you need to remove a channel and move it to the project's trash (restorable for 30 days). confirm the channel id before calling.
Delete Topic
Tool to delete an existing topic. use when you have confirmed the topic id and want to move it to trash (restorable for 30 days). example: "delete topic with id 123e4567-e89b-12d3-a456-426614174000."
Get Note
Tool to retrieve details of a specific note. use when you have confirmed the note id and need full note metadata from dovetail.
Connect any two apps with Notis in the middle.
Jira and Dovetail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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