Investor Materials Assembled Instantly
Investor conversations move at their pace, not yours. The moment you create a fundraising issue, have every pitch deck and financial document ready to go.
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 new investor call gets scheduled and you create an issue in Linear. But gathering the pitch deck, financial projections, and recent metrics means jumping to Boloforms, digging through folders, and losing focus on the conversation prep.
- Pitch materials are instantly available when investor discussions begin
- No context-switching during critical fundraising moments
- Consistent document sets for every investor conversation
- Reduces prep time before investor calls
Setup
Build it in a few focused steps.
- 1Connect Linear and Boloforms integrations in the Notis portal.
- 2Tell Notis: 'When a new issue is created with title or label containing investor, fundraising, or funding, retrieve all documents from Boloforms.'
- 3Choose how Notis notifies you (Slack message, email, or in-portal).
- 4Test by creating a sample investor issue in Linear and confirm the document list surfaces.
Questions about this workflow
Can I filter to only investor-specific documents?
Yes. Specify that Notis should retrieve documents tagged 'pitch', 'investor', 'financial', or similar in Boloforms. You set the filter criteria.
What if new documents are added to Boloforms between meetings?
The automation always retrieves the current document list, so any documents added since the last issue creation will appear.
Can this work for sales opportunities too?
Absolutely. Create a similar automation that triggers on 'Deal' or 'Sales Opportunity' issues and retrieves proposal documents instead.
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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