Make monthly spend easier to explain
Share a clear, high-level observation about marketing investment without turning a finance review into a writing project.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a LinkedIn post
Creates a new post on linkedin for the authenticated user or an organization they manage; ensure the user has necessary permissions if posting for an organization.
Why this helps
Spend reviews can produce useful insight that never makes it into a clear update.
- Surface a trend from recurring spend reviews.
- Keep sensitive details out of public copy.
- Reduce the effort of turning analysis into a post.
Setup
Build it in a few focused steps.
- 1Connect Sidetracker and LinkedIn to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3In one plain-language instruction, ask Notis to review the prior month's spend and publish one high-level insight without account-level or confidential figures.
- 4Pick a monthly Notis schedule and a channel for run reports.
- 5Test with a closed monthly period and check that the post protects private data.
Questions about this workflow
Will the post include exact spend?
Only if your instruction explicitly permits it; the suggested instruction keeps spend details private.
What if there is no meaningful trend?
Instruct Notis to skip publishing when Sidetracker data does not support a clear takeaway.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Sidetracker to Linkedin. A trigger fires from one place; an action lands in another.
Sidetracker triggers
Linkedin actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create a LinkedIn post
Creates a new post on linkedin for the authenticated user or an organization they manage; ensure the user has necessary permissions if posting for an organization.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete LinkedIn Post
Deletes a specific linkedin post (share) by its unique `share id`, which must correspond to an existing share.
Get company info
Retrieves organizations where the authenticated user has specific roles (acls), to determine their management or content posting capabilities for linkedin company pages.
Get my info
Fetches the authenticated linkedin user's profile, notably including the 'author id' required for attributing content such as posts or articles.
Connect any two apps with Notis in the middle.
Sidetracker and Linkedin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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