Automatically Include Economic Context in Portfolio Updates
Weekly portfolio updates should include macro context, but that's easy to forget. When you post a project status update in Linear, Notis automatically fetches relevant economic calendar events--so your update includes timely macro data without extra effort.
Trigger
Project Update Posted
Fires when a project status update is posted on the Linear project's Updates tab. Covers projects in both public and private teams — polls with the connected user's token.
Action
Get Economics
Tool to retrieve economic calendar events including actual, consensus, and prior values and importance. use when filtering by date, country, importance, or updated timestamp.
Why this helps
Neurodivergent portfolio managers forget to add economic calendar context to weekly updates, making decisions seem isolated from macro trends.
- Portfolio updates include macro context automatically
- No context-switching to add economic data
- Team sees portfolio in macro context
- Consistent, informed portfolio communication
Setup
Build it in a few focused steps.
- 1Connect Linear and Benzinga to Notis via Settings > Integrations.
- 2Create a new automation: Automations > New Automation.
- 3Name it 'Economic Data on Portfolio Updates' and write the prompt: 'When a project status update is posted in Linear, fetch upcoming economic calendar events from Benzinga for the next 7 days. Add a summary of key economic events to the project update.'
- 4Set the trigger to 'Project Update Posted' and choose your notification channel.
- 5Post a test portfolio update and verify economic calendar context appears automatically.
Questions about this workflow
How does Notis know which economic events are relevant to my portfolio?
By default, Notis includes all major upcoming economic events (US focus). You can ask it to filter by country or specific indicators.
What if there are no major economic events in the next 7 days?
Notis will note that the calendar is quiet. This is useful information for your update.
Can I change how far forward Notis looks for events?
Yes. Specify a different timeframe in the automation prompt: '14 days', '30 days', etc.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Benzinga. A trigger fires from one place; an action lands in another.
Linear triggers
Benzinga actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Calendar Earnings Stream
Tool to subscribe to real-time earnings calendar events via websocket. use when you need immediate updates as reports are announced.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Conference Calls
Tool to retrieve upcoming and historical conference call details such as times, tickers, and webcast urls. use when filtering conference calls by date range or ticker symbols.
Comment Received Trigger
Triggered when a comment is received.
Get Consensus Ratings
Tool to get consensus analyst ratings and price targets for a specified ticker over a date range. use when you need to gauge analyst sentiment and target price consensus for investment decisions.
Issue Created Trigger
Triggered when a new issue is created.
Get Earnings Calendar V2.1
Tool to retrieve earnings calendar data (v2.1). use when you need dates, estimates, and actuals for upcoming earnings events.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Economics
Tool to retrieve economic calendar events including actual, consensus, and prior values and importance. use when filtering by date, country, importance, or updated timestamp.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Get Newsfeed Stream
Tool to stream real-time news events via websocket. use when you need immediate updates to news as they are created, updated, or removed.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Analyst Ratings
Tool to fetch analyst ratings calendar data including rating actions, price targets, and analyst details. use when querying upcoming or historical analyst ratings.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Get Removed
Tool to retrieve removed or cancelled calendar events. use when you need to identify calendar items removed for specific event types or filtered by removal timestamp.
Connect any two apps with Notis in the middle.
Linear and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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