Build a deal room document checklist from slide changes
Each new deal slide can change the documents people need. Notis retrieves Boloforms documents and organizes a current checklist.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Why this helps
Deal room preparation becomes a memory task spread across deck edits and document tabs.
- Keeps deal room preparation aligned with deck progress
- Creates a repeatable checklist refresh
- Reduces last minute document hunting
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Boloforms in Notis once.
- 2Create an automation named Deal room checklist refresh.
- 3Tell Notis to retrieve the document list and organize it against the deal room checklist in your instruction.
- 4Pick New Slide Added as the trigger and choose the report destination.
- 5Test with one deal related slide.
Questions about this workflow
Can this support sales and fundraising decks?
Yes. State the deal context and checklist in your instruction.
Does it upload documents to a deal room?
No. It retrieves the Boloforms document list for planning and review.
Can I keep the output short?
Yes. Ask for a checklist, exceptions, or a concise status summary.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Boloforms. A trigger fires from one place; an action lands in another.
Google Slides triggers
Boloforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Documents List
Tool to retrieve a list of documents associated with the account. use when you need to list all documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Connect any two apps with Notis in the middle.
Google Slides and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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