Keep customer request context and evidence together
Turn an incoming request into a compact PDF with supporting material embedded, so review does not require hunting across files.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Why this helps
A request can arrive with useful supporting material in different places, making review fragmented and easy to interrupt.
- Keep request context close to supporting files.
- Make review easier to resume after an interruption.
- Create a single document for internal discussion.
Setup
Build it in a few focused steps.
- 1Connect Linear and Docugenerate to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to set it up in plain language.
- 3In one instruction, ask Notis to create a request summary PDF and embed available supporting attachments using a suitable template.
- 4Choose the Linear Issue Created trigger and a run-report channel.
- 5Test with a real request that has a safe, relevant attachment and inspect the PDF.
Questions about this workflow
Can it include every file linked in Linear?
Describe which available supporting files are relevant. Verify the generated PDF contains only material intended for the audience.
What if there is no attachment?
The prompt can ask Notis to generate the summary when no supporting file is available, based on the issue context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Docugenerate. A trigger fires from one place; an action lands in another.
Linear triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Tool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a download URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Comment Received Trigger
Triggered when a comment is received.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Issue Created Trigger
Triggered when a new issue is created.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
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).
Get or list templates
Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Update Template
Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
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 Docugenerate, 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 Docugenerate.