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Investor Briefing Preparation

Investor calls require current market data. This workflow automatically retrieves recent cryptocurrency events whenever you update an investor meeting in Linear, so you never scramble for data before investor calls.

Trigger

Issue Updated Trigger

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

Action

List Cryptocurrency Events

Tool to retrieve list of cryptocurrency events. Use when you need to fetch upcoming or past crypto events filtered by date range, coins, categories, or other criteria. Note: Cannot retrieve events before 25/11/2017. The can_occur_before field is important as some events may happen before their stated date.

Why this helps

Investor calls demand current information. Neurodivergent founders often scramble last-minute for recent news, introducing stress and risk of presenting outdated information. Preparation anxiety delays critical updates to investor issues.

  • Market event data is ready before investor meetings
  • Presentations stay informed by live, recent data
  • Reduces last-minute scrambling and preparation stress
  • Builds credibility with data-backed investor discussions

Setup

Build it in a few focused steps.

  • 1Connect Linear and CoinMarketCal integrations to Notis
  • 2Create an automation called 'Investor Briefing Preparation'
  • 3Set the trigger to 'Issue Updated' and filter for investor meeting issues or labels like 'investor call', 'investor meeting', or 'fundraising'
  • 4Configure the action as 'List Cryptocurrency Events' to retrieve recent events from the past 7-30 days
  • 5Test by updating an investor meeting issue and verify current market events appear in your Notis channel for presentation use

Questions about this workflow

How far back should the briefing retrieve events?

Typically the past 1-2 weeks gives investors current context. You can customize the time window based on your meeting frequency.

Can I add the crypto events directly to the presentation?

Notis delivers the event list to your Notis channel. You can reference it during presentation prep or ask Notis to format it for slides.

What if there are no major events before the meeting?

That's valuable information to communicate - a stable market can be a positive signal for certain investor conversations.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Linear to Coinmarketcal. A trigger fires from one place; an action lands in another.

Linear triggers

Coinmarketcal actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

List Coins

Tool to retrieve list of all available coins/cryptocurrencies in CoinMarketCal database. Use when you need to fetch coin information including IDs, names, symbols, and event counts.

ActionInstant

Webhook trigger

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

TriggerInstant

List Event Categories

Tool to list all event categories. Use when you need to fetch available event categories.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

List Cryptocurrency Events

Tool to retrieve list of cryptocurrency events. Use when you need to fetch upcoming or past crypto events filtered by date range, coins, categories, or other criteria. Note: Cannot retrieve events before 25/11/2017. The can_occur_before field is important as some events may happen before their stated date.

ActionInstant

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 Coinmarketcal, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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