Generate Client Onboarding Emails Automatically
New clients need structured onboarding but generating emails each time is repetitive and inconsistent. This automation creates professional onboarding templates instantly.
Trigger
Project Created
Fires when a new Linear project is created. Covers projects in both public and private teams — polls with the connected user's token, so visibility matches what the connected user can see in Linear.
Action
Create or Update Email Template
This tool creates a new email template or updates an existing one in brevo. if a 'templateid' is provided, it performs an update; otherwise, it creates a new template.
Why this helps
Every new client project requires onboarding emails - writing each one from scratch is time-consuming and quality varies across clients.
- Consistent onboarding experience for every client
- Save hours writing onboarding emails
- Professional templates ready to customize
Setup
Build it in a few focused steps.
- 1Connect Linear and Brevo to Notis
- 2Tell Notis: 'When a new client project is created in Linear, generate a complete onboarding email sequence in Brevo'
- 3Select 'Project Created' as your trigger
- 4Specify what your onboarding should cover (welcome, next steps, resources, etc.)
- 5Test by creating a new client project - Notis generates the email template sequence automatically
Questions about this workflow
Can the onboarding sequence have multiple emails?
Yes - tell Notis how many emails you want (welcome, day 1, week 1, etc.) and it generates the full sequence.
How do I customize the templates for different client types?
Notis can generate different sequences based on project labels - enterprise clients get different onboarding than startup clients.
Can I use these as email drip campaigns?
Absolutely - Notis generates templates you can schedule as automated drip sequences in Brevo.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Brevo. A trigger fires from one place; an action lands in another.
Linear triggers
Brevo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create a company
This tool allows you to create a new company in your brevo account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create or Update Email Template
This tool creates a new email template or updates an existing one in brevo. if a 'templateid' is provided, it performs an update; otherwise, it creates a new template.
Comment Received Trigger
Triggered when a comment is received.
Create SMS Campaign
This tool allows you to create a new sms campaign in brevo. you can specify the campaign name, sender, content, recipients (by providing list ids, exclusion list ids, or segment ids), and optionally schedule the campaign for a specific time. you can also enable unicode characters, add an organization prefix, and include unsubscribe instructions.
Issue Created Trigger
Triggered when a new issue is created.
Delete a company
Deletes a company from brevo using its unique identifier.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Delete Contact
Deletes a contact from brevo using its unique identifier.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Delete Email Template
This tool deletes an inactive email template from brevo. you need to provide the 'templateid' of the email template you want to delete. only inactive templates can be deleted.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Delete SMS Campaign
This tool deletes an existing sms campaign.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Find Contact
This tool checks if a contact exists in brevo. it searches for a contact using either an email address or mobile number, with the email being prioritized if both are provided.
Connect any two apps with Notis in the middle.
Linear and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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