Budget newly approved tools at the moment of approval
Notis reads the approved amount and cadence from the issue and creates the corresponding YNAB schedule.
Trigger
GitHub Issue Labels Changed
Triggers when the labels on a specific GitHub issue change. Fires whenever a label is added to, removed from, or has its metadata (color, description) modified on the monitored issue. The payload includes: - ``current_labels`` -- the full set of labels currently on the issue - ``added_labels`` -- labels that were newly added - ``removed_label_names`` -- names of labels that were removed - ``changed_label_names`` -- labels whose metadata changed without being added or removed
Action
Create Scheduled Transaction
Creates a scheduled (recurring) transaction in a YNAB budget. Use this to set up bills, recurring expenses, or income that repeats on a schedule. Requires an account_id (from YNAB_LIST_ACCOUNTS), a date, frequency, and amount in milliunits.
Why this helps
A SaaS purchase can be approved in GitHub but omitted from the monthly plan.
- Captures subscription commitments before the first charge
- Creates a clean handoff from approval to forecasting
Setup
Build it in a few focused steps.
- 1Connect GitHub and YNAB to Notis once.
- 2Describe in one prompt that an added approved-cost label should schedule the issue's documented recurring expense.
- 3Select GitHub Issue Labels Changed, choose the reporting channel, and test on one procurement issue.
Questions about this workflow
What if the issue has no amount or frequency?
Tell Notis to report the missing detail and leave YNAB unchanged.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Ynab. A trigger fires from one place; an action lands in another.
GitHub triggers
Ynab actions
New Workflow Artifact Created
Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.
Create a new account in a budget
Tool to create a new account in a budget. Use when you need to add a manual (non-linked) account to a specific budget.
Branch Changed
Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.
Create Scheduled Transaction
Creates a scheduled (recurring) transaction in a YNAB budget. Use this to set up bills, recurring expenses, or income that repeats on a schedule. Requires an account_id (from YNAB_LIST_ACCOUNTS), a date, frequency, and amount in milliunits.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
Delete Scheduled Transaction
Permanently deletes a scheduled transaction from a YNAB budget. Use this when a recurring transaction is no longer needed. This action cannot be undone. Obtain the scheduled_transaction_id from list_scheduled_transactions or get_scheduled_transaction_by_id before calling this.
Check Run Status / Conclusion Changed
Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.
Get Account by ID
Tool to retrieve a single account resource. Use when you need details of a specific account by its ID after determining the budget.
Check Suite Status / Conclusion Changed
Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.
Get Budget By ID
Retrieve a complete budget export by ID, including all accounts, categories, payees, and transactions. Use this tool when you need comprehensive budget data. The response includes: - Budget metadata (name, date/currency formats) - All accounts with balances - Category groups and categories with budgeted amounts and balances - All payees - All transactions and scheduled transactions (optional, may be large) For incremental syncing, use last_knowledge_of_server to only fetch changes since your last request. Note: Currency amounts are in 'milliunits' format (divide by 1000 for standard units).
New Code Scanning Alert Created
Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.
Get Budget Month
Tool to retrieve a specific budget month. Use when you need detailed summary and category budgets for a given month after confirming the budget ID. Monetary amounts are returned in milliunits (divide by 1000 for standard currency). Response includes high-level aggregates and a nested category array within the month payload for per-category budget analysis.
New Repository Collaborator Added
Triggers when a new collaborator is added to a GitHub repository. Monitors the full list of collaborators on a repository and fires an event for each newly added collaborator. The payload includes the collaborator's GitHub username, account ID, profile URL, avatar URL, permission flags (pull, triage, push, maintain, admin), and assigned role name.
Get Budget Settings
Tool to retrieve budget-level settings. Use when you need to fetch currency and date formatting preferences for a specific budget.
Commit Event
Triggered when a new commit is pushed to a repository.
Get Category by ID
Retrieve a single YNAB budget category by its ID. Use this to get detailed category information including budgeted amounts, activity, balance, and goal settings. Amounts are returned for the current budget month (UTC). Requires both budget_id and category_id - use 'last-used' or 'default' for budget_id if you don't have a specific budget ID.
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