Project Updates Launch Investor Relationship Calls
Big project update posted. Instead of hoping investors see an email or Slack message, your agent calls them with the news, the wins, and what's next - builds relationship trust.
Trigger
Project Update Posted
Fires when a project status update is posted on the Linear project's Updates tab. Covers projects in both public and private teams — polls with the connected user's token.
Action
Schedule batch by id
Schedule a batch for calling via agent
Why this helps
Project updates get posted but investors don't hear from you directly. They feel out of the loop. Relationship coldness grows. When you need their support later, the relationship feels transactional.
- Investors hear updates from you personally, building trust and engagement
- Bad news is delivered verbally so you can address concerns in real-time
- Relationships stay warm and investors feel invested in your success
Setup
Build it in a few focused steps.
- 11. Connect Linear and Bolna to Notis.
- 22. Create an automation: 'When a project update is posted, schedule calls to all listed investors and stakeholders.'
- 33. Tell Notis to include the update summary, highlights, and any asks in the call script.
- 44. Set the trigger to 'Project Update Posted' and choose a notification channel.
- 55. Test by posting a project update and verify investor/stakeholder calls are scheduled.
Questions about this workflow
Should all project updates trigger calls, or only major ones?
You control the filter. Tell Notis: 'Only call for updates marked major-milestone' or 'Call for any update over 3 paragraphs.' Notis respects your criteria.
What if an investor prefers email over calls?
Tell Notis: 'Check the investor's preference and email those who don't want calls, call everyone else.' Notis respects individual preferences.
Should the agent ask for feedback or just deliver the update?
You decide. Say: 'Deliver the update, then ask for questions and feedback' or 'Just deliver, no questions.' Notis follows your direction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Bolna. A trigger fires from one place; an action lands in another.
Linear triggers
Bolna actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete agent by id
Delete an agent
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete batch by id
Delete a batch
Comment Received Trigger
Triggered when a comment is received.
Fetch all batches by agent id
List all batches for agent
Issue Created Trigger
Triggered when a new issue is created.
Get all agents
List all agents
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get all phone numbers
List all phone numbers for your account
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).
Get execution by id
Retrieve specific execution by `execution id`
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Make a phone call from agent
Initiate calls
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Retrieve agent by id
Retrieve an agent
Connect any two apps with Notis in the middle.
Linear and Bolna, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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