Create quarterly account plans
Start each quarter with account plans grounded in current market and contact data.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create linear issue
Creates a new issue in a specified linear project and team, requiring a title and description, and allowing for optional properties like assignee, state, priority, cycle, and due date.
Why this helps
Quarterly planning starts from outdated notes and takes too long to assemble.
- Begin planning with current evidence
- Standardize account reviews
- Reduce planning preparation time
Setup
Build it in a few focused steps.
- 1Connect Blitz API and Linear in Notis once.
- 2Create an automation named Quarterly account planning.
- 3Tell Notis which accounts to review and how to create one planning issue per selected account.
- 4Choose a recurring schedule and report channel.
- 5Run one test plan for a single account.
Questions about this workflow
Can it limit planning to strategic accounts?
Yes, specify the account tier or selection criteria.
Can it include open questions?
Yes, ask Notis to add unresolved data gaps and decisions to each issue.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blitz API to Linear. A trigger fires from one place; an action lands in another.
Blitz API triggers
Linear actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create linear attachment
Creates a new attachment and associates it with a specific, existing linear issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a comment
Creates a new comment on a specified linear issue.
Create linear issue
Creates a new issue in a specified linear project and team, requiring a title and description, and allowing for optional properties like assignee, state, priority, cycle, and due date.
Get create issue default params
Fetches a linear team's default issue estimate and state, useful for pre-filling new issue forms.
Create a label
Creates a new label in linear for a specified team, used to categorize and organize issues.
Delete issue
Archives an existing linear issue by its id, which is linear's standard way of deleting issues; the operation is idempotent.
Get all teams
Retrieves all teams from the linear workspace without requiring any parameters.
Download issue attachments
Downloads a specific attachment from a linear issue; the `file name` must include the correct file extension.
Connect any two apps with Notis in the middle.
Blitz API and Linear, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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