Turn client requests into clear intake summaries
Capture a client's initial request in a document that is easier to review and hand off.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
Why this helps
Important client details can be scattered across issue text and follow-up comments, making intake feel like another admin project.
- Collect the initial request in a readable format.
- Make intake easier to pass to a collaborator.
- Keep early requirements accessible for review.
Setup
Build it in a few focused steps.
- 1Connect Linear and Craftmypdf to Notis once in the portal.
- 2Create an automation through Automations or ask Notis for one conversationally.
- 3Prompt Notis to generate a client intake summary PDF for each new client request issue, using only available request details.
- 4Select the Linear Issue Created trigger and choose a channel for run reports.
- 5Test with one real client request issue and review the summary.
Questions about this workflow
Does this workflow contact the client?
No. It creates a PDF summary from the Linear issue context.
Can it include unknown information?
Ask Notis to include only facts present in the available request context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Craftmypdf. A trigger fires from one place; an action lands in another.
Linear triggers
Craftmypdf actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Editor Session
Tool to create an embeddable editor session URL for a template. Use when you need to embed the PDF editor for a specific template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create PDF Asynchronously
Tool to queue asynchronous PDF generation via webhook. Use when you need to generate a PDF in the background and receive the result via a webhook.
Comment Received Trigger
Triggered when a comment is received.
List PDF Templates
Tool to retrieve a paginated list of PDF templates. Use when you need to browse available templates before generating a PDF.
Issue Created Trigger
Triggered when a new issue is created.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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).
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
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 Craftmypdf, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Craftmypdf.