Planning Documents Ready Each Quarter
Quarterly planning sets the pace for the whole team. At the start of each quarter, have every planning template and roadmap doc ready to align.
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
Quarter planning starts but nobody has centralized access to planning templates, goal frameworks, or roadmap docs. Time is wasted hunting for templates instead of building strategy.
- Planning templates surface at the right time every quarter
- Consistent planning process across all quarters
- Faster strategy sessions with frameworks ready
- Nothing gets overlooked in quarterly planning
Setup
Build it in a few focused steps.
- 1Connect Linear and Boloforms to Notis via the portal.
- 2Tell Notis: 'On the first Monday of each quarter, retrieve all documents from Boloforms and notify the leadership team.'
- 3Configure which channel receives the planning documents list.
- 4Test by manually triggering to see planning templates appear.
Questions about this workflow
Can I change the timing or frequency?
Yes. You can set it for any time (first day of month, specific date) and any frequency (monthly, quarterly, annually).
Can I filter to show only updated documents?
Yes. You can ask Notis to show documents modified since the last quarter, not the full list.
What if quarterly planning happens at different times each year?
You can manually trigger this automation anytime you need it, or set it on a fixed date and adjust timing year-to-year.
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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