Monthly Reviews Launch Automated Team Calls
Monthly review season starts. Your agent automatically calls each team member for a quick check-in - wins, challenges, next month's focus - before the formal review meeting.
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
Schedule batch by id
Schedule a batch for calling via agent
Why this helps
Monthly reviews happen in a vacuum. You don't talk to people before the review. You're discovering problems for the first time in the formal meeting, and conversations feel awkward.
- You uncover issues early, before formal reviews, so conversations are productive
- People feel heard month-by-month, not just at review time
- Formal reviews run smoothly because the context is already known
Setup
Build it in a few focused steps.
- 11. Connect Linear and Bolna to Notis.
- 22. Create an automation: 'When the monthly-review project is updated, schedule sync calls with all active team members.'
- 33. Tell Notis what to cover: 'Ask about wins this month, blockers, and priorities for next month' - Notis guides the call flow.
- 44. Set the trigger to 'Project Properties Updated' (when the review cycle starts) and choose your notification channel.
- 55. Test by triggering a monthly-review project update and verify sync calls are scheduled for the team.
Questions about this workflow
Should the agent follow a script or have a conversational flow?
You control the style. Tell Notis: 'Use a structured script' or 'Have a conversational tone and adapt based on their answers.' Notis adjusts the agent's behavior.
What if team members are remote and can't take calls at scheduled times?
Tell Notis: 'Let each person pick a time that works' and Notis can send a calendar invite, or schedule calls asynchronously if needed.
Can the agent record the calls for your reference?
Yes. Tell Notis: 'Record the calls and store transcripts in a note linked to the person's issue' so you have a record.
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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