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Prepare document template context for project kickoff

Have Notis gather details for the templates referenced in a new project, so kickoff planning can focus on the work ahead.

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

Get Template

Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.

Why this helps

Project leads may spend kickoff time hunting down the document templates mentioned during setup.

  • Prepares current template details as a project begins.
  • Makes kickoff discussion easier to follow.
  • Reduces setup context switching.

Setup

Build it in a few focused steps.

  • 1Connect Linear and Documint to Notis once in the portal.
  • 2Create an automation in the portal or ask Notis conversationally to create it.
  • 3Write one plain-language instruction to retrieve Documint template details referenced in new project context and summarize them for kickoff.
  • 4Select the Linear Project Created trigger and choose a channel for run reports.
  • 5Test with one real project and verify the intended templates are retrieved.

Questions about this workflow

Does it create kickoff documents?

No. It retrieves details for existing templates referenced in project context.

What if the project does not mention a template?

The prompt can ask Notis to report that no relevant template reference was found.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Linear to Documint. A trigger fires from one place; an action lands in another.

Linear triggers

Documint actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Template

Tool to permanently delete a single template by its id. use when you need to remove an outdated or unused template; ensure the template id is correct before calling.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Template

Tool to retrieve a single template by its id. use when you need to fetch details of a specific template before generating documents.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

List Documents

Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

List Templates

Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

Update Template

Tool to update a single template by its id. use when you need to modify an existing template's settings or layout after fetching its current details.

ActionInstant

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).

TriggerPolling

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

Connect any two apps with Notis in the middle.

Linear and Documint, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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