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Notis

Documents Surface When Team Asks

When your team mentions needing a document in an issue comment, that document list appears instantly without asking someone to manually hunt.

Trigger

Comment Received Trigger

Triggered when a comment is received.

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 team member comments 'We need the contract template for this' and nobody moves. The request sits there, someone eventually jumps into Boloforms manually, and by then context is lost.

  • Documents surface instantly when team members ask for them
  • No manual 'go find this' requests that get ignored
  • Keeps document access conversation-driven and contextual
  • Reduces friction in team workflows

Setup

Build it in a few focused steps.

  • 1Connect Linear and Boloforms integrations to Notis.
  • 2Tell Notis: 'When a comment in a Linear issue mentions document, contract, template, or form, retrieve all documents from Boloforms and post the list.'
  • 3Set your notification channel so the document list replies in the same Linear issue.
  • 4Test by commenting 'We need the contract template' on a sample issue.

Questions about this workflow

Can I add custom keywords beyond 'document' and 'template'?

Yes. Tell Notis which keywords should trigger document retrieval. For example, you could add 'proposal', 'checklist', 'NDA', or anything else specific to your workflows.

Will this spam the issue with document lists?

You can configure how often the automation runs and set it to only post once per issue, or once per day, so it does not flood your comments.

What if I want different documents based on which keyword was mentioned?

Set up multiple automations, each triggered by a different keyword and pulling a filtered document set. For example, 'template' could retrieve templates while 'checklist' retrieves checklists.

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.

TriggerScheduled

Get Documents List

Tool to retrieve a list of documents associated with the account. use when you need to list all documents.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

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).

TriggerPolling

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

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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