Cash Flow Planning Backed by Current Snapshots
Cash flow planning requires precision about what you actually have. Notis pulls your wallet data when cash flow issues update, so runway and burn-rate calculations reflect reality.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Cash flow planning happens in Linear but gets outdated when wallet balances change, causing plan misalignment with actual financial state.
- Wallet data loads when cash flow plans are updated
- Ensure runway calculations reflect current balance state
- Catch balance changes that affect cash flow strategy
- Keep financial planning synchronized with real holdings
Setup
Build it in a few focused steps.
- 1Connect Linear and Coinbase integrations to Notis.
- 2Tell Notis: 'When a cash flow planning issue is updated, list all my Coinbase wallets.'
- 3Choose your reporting channel (financial planning channel or personal alerts).
- 4Test by updating a cash flow planning issue and verifying wallet data appears with current balances.
Questions about this workflow
What counts as a cash flow planning issue?
Tell Notis which issues are cash flow-related: 'Issues with cash flow or runway in the title' or 'Issues in the Financial Planning project.'
Can I include burn rate or runway calculations?
Yes. Ask Notis: 'Calculate runway based on current balance and monthly burn rate.' Notis can include forward-looking metrics alongside current state.
How often do wallets update?
Notis pulls current wallet state each time the planning issue updates, giving you real-time snapshots as circumstances change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Coinbase. A trigger fires from one place; an action lands in another.
Linear triggers
Coinbase actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Comment Received Trigger
Triggered when a comment is received.
Issue Created Trigger
Triggered when a new issue is created.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
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).
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Connect any two apps with Notis in the middle.
Linear and Coinbase, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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