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.
Create linear attachment
Creates a new attachment and associates it with a specific, existing linear issue.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Not just Gmail and Linear. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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