Add document automations

As a product team member, I have a series of documents that need to be captured on every epic (such as a BRD, a kickoff session agenda, and a retrospective agenda). I'd like to define a "template" experience such that when new epics are created, those documents are automatically created and linked to the epic through the "Research" tab. That way, I can enforce document creation across the team without requiring users to create them from scratch.

ADMIN RESPONSE

Mar 20, 2026

Document automations are now available as automation actions. Documents will automatically be added to the research tab of records that trigger the add a document action. The created document can be a blank note, a note with content defined in the automation settings, or an existing document template, including whiteboards or meetings.

Note creation and updates can now also be used to trigger automations, allowing for greater flexibility in automating documentation related workflows.

For further information, please review our knowledge base article on Automation (Enterprise+)