Stakeholder Progress Report Generator
Stakeholder updates compile themselves - projects stay transparent, reporting burden disappears, leaders get timely info
Trigger
Project Properties Updated
Fires when properties on a Linear project change (status, lead, target date, priority, etc.). Covers projects in both public and private teams — polls with the connected user's token.
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
Stakeholder updates are manual compile jobs that take hours, delays in reporting, inconsistent status transparency
- Automated stakeholder reporting
- Timely status updates without manual work
- Consistent transparency across projects
- Leader time saved on status hunting
Setup
Build it in a few focused steps.
- 1Connect Linear and Carbone to Notis
- 2Ask Notis: 'When a project status updates, generate a stakeholder report with what's done, what's next, risks, and timeline'
- 3Notis pulls project metrics, linked issues, and progress data to populate the report
- 4Set 'Project Status Updated' as trigger and send reports to your leadership/stakeholder Notis channel
- 5Test with a real project update and verify the report has the info stakeholders actually need to see
Questions about this workflow
Can different stakeholder types get different reports?
Yes. Tell Notis: 'Create finance version with budget impact, product version with customer impact, eng version with tech risks' - it generates different views.
What if the report needs to go to someone outside Notis?
Generate it in Carbone and export as PDF to send via email. Carbone creates professional documents ready to share externally.
How often should status reports be generated?
As often as projects update. Weekly projects get weekly reports, daily sprints get daily updates. Frequency matches your project pace.
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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