See portfolio context when projects shift
When a Linear project changes, bring related Grist commitments into view before deciding what needs to move.
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
Run SQL Query
Tool to execute a read-only SQL SELECT query on a Grist document. Use after confirming the document ID and preparing a valid SQL SELECT statement.
Why this helps
A project change can affect several commitments, but the broader portfolio impact may not be obvious.
- Gather portfolio context when project properties change.
- Make linked commitments easier to review.
- Support more deliberate replanning after a project shift.
Setup
Build it in a few focused steps.
- 1Connect Linear and Grist to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to query your Grist portfolio after Linear project changes.
- 3Describe the related portfolio information to retrieve in one plain-language instruction.
- 4Select the Linear Project Properties Updated trigger and choose a channel for run reports.
- 5Test with one real project change and confirm the portfolio context is relevant.
Questions about this workflow
Is this a read-only workflow?
Yes. It uses Grist's read-only SQL query action to retrieve portfolio context.
Can the query help with replanning?
Yes. Ask Notis to surface the related commitments you consider during a project review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Grist. A trigger fires from one place; an action lands in another.
Linear triggers
Grist actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Records
Tool to add records to a specified table in a Grist document. Use after confirming doc and table IDs.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a document in a workspace. Use when you need to add a new document programmatically after selecting a workspace.
Comment Received Trigger
Triggered when a comment is received.
Create SCIM User
Tool to create a new SCIM user. Use when provisioning new user accounts via SCIM. Run after gathering all required user details.
Issue Created Trigger
Triggered when a new issue is created.
Create Table
Tool to create tables in a document. Use after confirming the document ID. Creates one or more tables with specified columns in the given document.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Document Webhook
Tool to create a new webhook for a specified document. Use when you need to register webhook endpoints for document events in Grist. Run after confirming 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).
Delete Attachment
Tool to delete a specified attachment from a Grist document. Use when you need to remove a file by providing its document and attachment IDs.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Delete Column
Tool to delete a column from a Grist document table. Use after confirming document, table, and column IDs.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Delete Grist Table Records
Tool to delete records from a specified Grist table. Use when you need to remove specific rows by their IDs. Use after confirming the row IDs exist.
Connect any two apps with Notis in the middle.
Linear and Grist, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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