Review Documents Ready Each Year
Annual reviews should be structured and fair. At review season, have every review template and feedback form ready to ensure consistency.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Annual review season starts but managers do not know where review templates are stored in Boloforms. Reviews are delayed, inconsistent formats emerge, and HR scrambles to standardize.
- Review templates surface when review season starts
- Consistent review process across all employees
- Faster reviews with templates ready
- Better documentation of performance discussions
Setup
Build it in a few focused steps.
- 1Connect Linear and Boloforms to Notis via the portal.
- 2Tell Notis: 'On January 1st each year, retrieve all documents from Boloforms and notify the HR and leadership teams.'
- 3Configure which channel receives the review documentation list.
- 4Test by manually triggering to see review templates appear.
Questions about this workflow
Can I adjust the timing if reviews happen mid-year?
Yes. Set it for any date that matches your review cycle (January, July, or any other month).
Can I retrieve different templates for different roles?
Yes. Tag templates by role level (IC, Manager, Director, Executive) and notify the appropriate teams.
What if we need to add new templates during review season?
Add them to Boloforms anytime. They will be included in next year's automation, or you can manually trigger it to refresh.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Boloforms. A trigger fires from one place; an action lands in another.
Linear 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.
Comment Received Trigger
Triggered when a comment is received.
Issue Created Trigger
Triggered when a new issue is created.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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).
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Connect any two apps with Notis in the middle.
Linear and Boloforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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