Check Available Budgets When Projects Start
Before your team starts a new project, know exactly what budget you have. Get instant visibility into all available spending limits.
Trigger
Project Created
Fires when a new Linear project is created. Covers projects in both public and private teams — polls with the connected user's token, so visibility matches what the connected user can see in Linear.
Action
List Budgets
List all budgets and show available amounts across all cards.
Why this helps
Starting projects without checking available budgets leads to mid-project surprises and context-switching between systems
- Instant budget visibility when projects start
- Prevents budget overruns
- No manual checks required
- Spending decisions made upfront
Setup
Build it in a few focused steps.
- 1Connect Linear and Brex integrations to Notis (one-time setup).
- 2Create an automation called 'Project Budget Check' with the prompt: 'When a new Linear project is created, get all available Brex budgets and summarize which budgets have available spending capacity.'
- 3Select 'Project Created' as your trigger event.
- 4Choose Slack or email to receive the budget summary automatically.
- 5Test by creating a new Linear project and review the budget report that arrives.
Questions about this workflow
Will this create a budget for the project automatically?
No, this workflow retrieves existing budgets. If you want to create a new budget when projects start, that's a separate automation you can set up.
What if I have many budgets?
Notis will list all budgets and their available amounts. You can skim it quickly to find the relevant budget for your project.
Can I filter which budgets are shown?
Yes, you can update the prompt to filter by department or budget name to show only relevant budgets.
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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No card. Works with personal or business Brex.