Prepare priority templates for a quarterly review
Before a quarterly planning session, gather current details for the templates you want to review and arrive ready to decide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Review meetings lose time when people spend the first minutes finding the right template and recalling its current state.
- Gathers current details ahead of a planned review.
- Helps keep the review focused on decisions.
- Reduces last-minute preparation.
Setup
Build it in a few focused steps.
- 1Connect Documint to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally to create it.
- 3Give Notis one plain-language instruction to retrieve details for the priority templates you identify and summarize them quarterly.
- 4Choose a recurring quarterly trigger and a channel for run reports.
- 5Test with one run and confirm the selected template details are present.
Questions about this workflow
How are priority templates identified?
Describe in the instruction how Notis can recognize the templates, such as the references you maintain in your review context.
Does this make template changes?
No. It retrieves details so a person can conduct the review.
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.
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 use when you need to remove an outdated or unused template; ensure the template id is correct before calling.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Comment Received Trigger
Triggered when a comment is received.
List Documents
Tool to list all documents in the authenticated user's account. use after obtaining a valid api key.
Issue Created Trigger
Triggered when a new issue is created.
List Templates
Tool to list all templates in the authenticated user's account. use after obtaining a valid api key.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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.
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 Documint, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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