Board Materials Ready for Meetings
Board meetings require clarity and polish. The moment you create a board meeting issue, every presentation template and supporting document is ready.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
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
A board meeting is scheduled and you create an issue in Linear, but your presentation templates and board materials are scattered in Boloforms. Prep time is wasted hunting for docs instead of building narrative.
- Board materials surface instantly when meetings are planned
- Consistent presentation format across all board updates
- Faster board prep with templates ready
- Better investor communication with organized materials
Setup
Build it in a few focused steps.
- 1Connect Linear and Boloforms to Notis via the portal.
- 2Tell Notis: 'When a new Linear issue is created with label Board Meeting or Investor Update, retrieve all documents from Boloforms.'
- 3Configure notifications in your leadership channel.
- 4Test by creating a sample board meeting issue and verifying materials appear.
Questions about this workflow
Can I retrieve different templates for different board types?
Yes. Tag templates by board type (Advisory, Investor, Board of Directors) and filter based on meeting classification.
What if board meetings need confidential information?
Tag sensitive documents appropriately in Boloforms and configure Notis to only surface them to authorized users.
Can this include recent metrics automatically?
This automation retrieves templates and static documents. Dynamic metrics would require additional integration with your analytics tools.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boloforms.