Start Quarterly Reviews With Full Context
Quarterly finance reviews are already heavy cognitive work. Notis pulls your wallet data the moment you create a quarterly finance project, so you start with numbers in hand, not a blank screen and a 'let me check' task ahead.
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 Wallets
Retrieve all wallets from coinbase via the cdp sdk.
Why this helps
Quarterly financial reviews get postponed because they require gathering data across multiple wallets first, creating initiation friction for already-complex planning tasks.
- Wallet data ready when you start quarterly review planning
- No procrastination on the 'gather data first' step
- Start with hard numbers, not estimates or memory
- Reduce the friction that delays important financial work
Setup
Build it in a few focused steps.
- 1Integrate Linear and Coinbase with Notis.
- 2Tell Notis: 'When I create a quarterly finance project, list all my Coinbase wallets.'
- 3Choose where to receive the wallet summary (your planning channel or Slack).
- 4Test by creating a 'Q4 Finance Review' project in Linear and watch wallets populate.
Questions about this workflow
Will this work for any project I create or just finance projects?
Notis can refine to project name or team. Tell Notis: 'Only trigger for projects with Finance in the name' or 'Only in the Finance team.' This prevents accidental triggers.
Can I include wallet trends or just current balances?
You can ask Notis to format the output with trends, totals, and summary--whatever your review needs. Tell it what format helps you most.
What if I create multiple quarterly projects by mistake?
Each one triggers a wallet retrieval, giving you the latest snapshot each time. No harm in having updated data multiple times.
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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