Prepare quarterly account reviews with ChartMogul
Put the account metrics and open questions beside the review work before the quarter-end rush.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a comment
Creates a new comment on a specified linear issue.
Why this helps
Quarterly account reviews take extra effort when the latest metrics and discussion are spread across tools.
- Prepare a review thread on a predictable cadence
- Keep account context connected to review decisions
- Surface questions for follow-up before the meeting
Setup
Build it in a few focused steps.
- 1Connect ChartMogul and Linear once in Notis.
- 2Create an automation and describe the quarterly summary to add to the existing review issue.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one run and ensure the comment contains the account context needed for review.
Questions about this workflow
Can this summarize account history?
It can summarize history available to Notis. Provide missing periods or baseline data if you need specific comparisons.
Does the automation create the review issue?
No. It comments on an existing Linear review issue, identified by the prompt or available context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ChartMogul to Linear. A trigger fires from one place; an action lands in another.
ChartMogul 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.
ChartMogul and Linear, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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