Give a new project lead a faster start
When project leadership changes, prepare a document with the goal, current status, open risks, and upcoming decisions available in Linear.
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 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
A new lead often has to gather context from multiple updates before they can confidently take ownership.
- Reduce the effort of orienting a new lead.
- Keep the current project state in one brief.
- Make decisions and open risks easier to find.
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 conversationally.
- 3Give Notis one instruction to produce a project handoff brief when project properties change to a new lead.
- 4Choose the Linear Project Properties Updated trigger and select a channel for run reports.
- 5Test with a real lead change and check that the brief reflects the project accurately.
Questions about this workflow
Can it include only lead changes?
Say in the prompt that a handoff should be generated when the project lead changes.
What belongs in the brief?
Request the goal, current status, next milestone, open risks, and pending decisions when those details are available.
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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