Prepare your giving review with Daffy records
Collect the giving context ahead of your review, so the meeting can focus on decisions.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Why this helps
Review preparation can become a last-minute search through gift records and scattered notes.
- Gathers gift records when the review task is ready.
- Creates a concise starting point for focused review.
- Avoids manual searching during preparation time.
Setup
Build it in a few focused steps.
- 1Connect Linear and Daffy to Notis once through the portal.
- 2Create an automation in the portal or ask Notis in a connected channel.
- 3Give Notis one plain-language instruction to retrieve and summarize Daffy gifts when an updated issue requests giving-review preparation; do not create any gifts.
- 4Select the Linear Issue Updated trigger and choose a channel for run reports.
- 5Test with one real review-preparation issue and check the summary.
Questions about this workflow
Will it make giving decisions for me?
No. It gathers records so you can make and review the decisions.
Can I request a particular review period?
Include the intended period or question in the Linear issue so Notis can use that context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Daffy. A trigger fires from one place; an action lands in another.
Linear triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Comment Received Trigger
Triggered when a comment is received.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Issue Created Trigger
Triggered when a new issue is created.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
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 Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
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 User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Connect any two apps with Notis in the middle.
Linear and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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