Pull Budget Details When Concerns Are Raised
When budget concerns surface in Linear, get the Brex data immediately. No switching to Brex, no searching for the right budget.
Trigger
Issue Created Trigger
Triggered when a new issue is created.
Action
Get Budget Details
Get detailed information about a specific budget.
Why this helps
Budget concerns get discussed in Linear but data lives in Brex, forcing context-switches to find answers
- Instant data when concerns surface
- Enables faster decision-making
- Context stays in Linear
- No manual lookups needed
Setup
Build it in a few focused steps.
- 1Connect Linear and Brex integrations to Notis.
- 2Create an automation called 'Budget Concern Handler' with the prompt: 'When a Linear issue is labeled budget-concern, fetch the details of the relevant Brex budget mentioned in the issue and post a summary showing current spend, available balance, and burn rate.'
- 3Select 'Issue Created' as your trigger and filter for the budget-concern label.
- 4Choose your notification channel to receive budget details.
- 5Test by creating a Linear issue with budget-concern label and budget name, then verify the details are retrieved.
Questions about this workflow
How does Notis know which budget to look up?
Include the budget name or project in your Linear issue title or description. Notis will match it to the correct Brex budget.
What if the budget name isn't exact?
Notis uses context matching, so close variations are usually found. If not found, it will ask for clarification.
Can I get historical budget data?
This workflow gets current budget status. For historical analysis, you can use a separate analytics workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Brex. A trigger fires from one place; an action lands in another.
Linear triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
Comment Received Trigger
Triggered when a comment is received.
Create Department
Create a new department.
Issue Created Trigger
Triggered when a new issue is created.
Create Expense
Create a new expense.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Location
Create a new location.
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).
Create Job Title
Create a new job title.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create User
Create a new user in the brex account.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Linear and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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