Keep Your Excel Portfolio Tracker Current
Have Notis update the relevant Excel status entry when a Linear issue changes, so the spreadsheet stays useful between reviews.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Update Range
Update a range in a worksheet using microsoft graph api.
Why this helps
A status tracker becomes harder to trust when updates happen in Linear but are forgotten in Excel.
- Reduce repeated status-checking across tools.
- Keep a familiar portfolio view closer to current.
- Spend review time on decisions instead of spreadsheet upkeep.
Setup
Build it in a few focused steps.
- 1Connect Linear and Excel to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to keep your portfolio tracker current.
- 3Write one instruction describing how issue changes should update the matching Excel entry.
- 4Pick the Linear Issue Updated trigger and choose a channel for run reports.
- 5Test with one real issue status change and inspect the workbook update.
Questions about this workflow
Which issue changes can start this workflow?
The trigger fires when an issue is updated; describe the relevant update and spreadsheet outcome in the instruction.
Can it update an existing tracker?
Yes. Tell Notis which workbook and tracker to use and how to identify the matching entry.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Excel. A trigger fires from one place; an action lands in another.
Linear triggers
Excel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Chart
Add a chart to a worksheet using microsoft graph api.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add SharePoint Worksheet
Add a new worksheet to a sharepoint excel workbook using microsoft graph sites api.
Comment Received Trigger
Triggered when a comment is received.
Add Table
Create a table in a workbook using microsoft graph api.
Issue Created Trigger
Triggered when a new issue is created.
Add Table Column
Add a column to a table using microsoft graph api.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Add Table Row
Add a row to a table using microsoft graph api.
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).
Add Workbook Permission
Tool to grant access to a workbook via invite. use when you need to share a specific workbook file with designated recipients and roles.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Add Worksheet
Add a new worksheet to an excel workbook using microsoft graph api.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Apply Table Filter
Apply a filter to a table column using microsoft graph api.
Connect any two apps with Notis in the middle.
Linear and Excel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Excel.