Make project kickoff responsibilities easier to see
Start a project with a document that puts owners, early decisions, and immediate next steps in view for the team.
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
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.
Why this helps
At kickoff, people can leave with different assumptions about ownership and what needs to happen first.
- Surface ownership and early decisions in one place.
- Give collaborators a shared kickoff reference.
- Make first steps easier to resume after a meeting or interruption.
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 create it conversationally.
- 3Write one plain-language instruction asking for a kickoff brief from each new project, emphasizing available owners, decisions, and next steps.
- 4Choose the Linear Project Created trigger and a channel for run reports.
- 5Test with a real project and review any assumptions in the generated brief.
Questions about this workflow
Can it assign responsibilities?
Ask it to report ownership available in project context and flag responsibilities that are still unclear.
Is this different from a project charter?
This brief focuses on kickoff ownership and immediate actions, while a charter can focus more on goals and project boundaries.
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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