Skip to content
Notis

Track Financial Decisions in Linear

Financial decisions shouldn't be scattered across email. Notis converts financial communications into Linear issues so you have an audit trail and clear spending records.

Trigger

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

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

Expense approvals and financial decisions live in email. You lose track of what was approved and by whom, making accounting a nightmare.

  • Creates audit trail for all financial decisions
  • Accounting team has clear record of approvals
  • Reduces accounting errors from missing decisions
  • Easy compliance documentation

Setup

Build it in a few focused steps.

  • 1Connect Gmail and Linear to Notis.
  • 2Create an automation: 'When I send or receive a financial decision email, create a Linear issue in my Finance project with amount, approver, and description.'
  • 3Select 'Email Sent' or 'New Gmail Message Received' as your trigger.
  • 4Filter to financial emails (keywords: 'approve', 'expense', 'invoice', 'budget').
  • 5Test by sending a financial decision email and verify it creates a Linear finance issue with amounts captured.

Questions about this workflow

Can Notis extract amounts automatically?

Yes. Notis looks for currency symbols or amount keywords in the email and extracts them to a Linear field for easy accounting.

How do we keep approved vs. pending expenses organized?

Your automation creates issues and marks them approved. Finance can update the status as they process. Linear comments provide the decision trail.

What if there's budget codes or cost centers?

Your prompt can instruct Notis to extract or prompt for cost center info, adding it to the Linear issue for accounting integration.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Gmail triggers

Linear actions

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

TriggerPolling

Create linear attachment

Creates a new attachment and associates it with a specific, existing linear issue.

ActionInstant

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

Create a comment

Creates a new comment on a specified linear issue.

ActionInstant

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.

ActionInstant

Get create issue default params

Fetches a linear team's default issue estimate and state, useful for pre-filling new issue forms.

ActionInstant

Create a label

Creates a new label in linear for a specified team, used to categorize and organize issues.

ActionInstant

Delete issue

Archives an existing linear issue by its id, which is linear's standard way of deleting issues; the operation is idempotent.

ActionInstant

Get all teams

Retrieves all teams from the linear workspace without requiring any parameters.

ActionInstant

Download issue attachments

Downloads a specific attachment from a linear issue; the `file name` must include the correct file extension.

ActionInstant

Connect any two apps with Notis in the middle.

Not just Gmail and Linear. Any combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7 days free trial with 20$ free usage included.
No card. Works with personal or business Linear.