Customer Research Summary Generator
Every research finding gets documented automatically - shared understanding without the synthesis work
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Why this helps
Research findings live in comment threads, hard to extract for decision-making, no single source of truth for customer insights
- Research findings organized and shareable
- No insights lost in long comment threads
- Decision-making backed by accessible data
- Research history becomes institutional knowledge
Setup
Build it in a few focused steps.
- 1Connect Linear and Carbone to Notis via the portal integrations
- 2Tell Notis: 'When a research issue is created, generate a customer research summary with sections for methodology, key findings, quotes, and implications'
- 3Notis extracts issue metadata, description, and linked user feedback to populate findings automatically
- 4Select 'Issue Created' as trigger and route confirmations to your research team's Notis channel
- 5Test with a completed research issue to ensure the generated summary structure matches what you need for stakeholder decisions
Questions about this workflow
Can we link customer quotes directly into the summary?
Yes. In the Linear issue, include quote snippets and reference customer IDs. Notis will extract those into the research document automatically with proper attribution.
How do we track which features were requested in research?
Tell Notis to extract feature requests from the findings and link them back to Linear feature issues. This creates a clear trail from research to implementation.
Do we need to manually tag which research led to decisions?
No. Once findings are documented in Carbone, they become searchable and trackable. You can look back anytime to see which research influenced a decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Carbone. A trigger fires from one place; an action lands in another.
Linear triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Tool to delete a template from the carbone server. use after confirming you have the correct template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
Comment Received Trigger
Triggered when a comment is received.
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
Issue Created Trigger
Triggered when a new issue is created.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Carbone Server Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
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).
Set Carbone API Version
Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Connect any two apps with Notis in the middle.
Linear and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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