Close the month with a clear next step
Replace a sprawling admin session with a short list of the few things worth checking.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Budget Months
Tool to list months for a budget with summary information. Use when you need an overview of all months or only changed months since a given knowledge value (delta requests).
Why this helps
Month close is easy to avoid when it feels like an undefined pile of records, decisions, and loose ends.
- Break month close into specific review points
- Keep unresolved expense records visible
- Reduce decision fatigue at the end of the month
Setup
Build it in a few focused steps.
- 1Connect VLM Run and YNAB to Notis once in the portal.
- 2Create a monthly automation in the portal or ask Notis conversationally.
- 3Write one prompt asking Notis to review YNAB month data with relevant VLM Run processing summaries and return a short checklist of unresolved finance items.
- 4Choose a monthly cron trigger, select a report channel, and test against a previous month.
Questions about this workflow
Does Notis close or lock the month?
No. It prepares a checklist from available information; it does not alter the budget month.
Can the checklist be short?
Yes. Ask for only the highest priority items and a clear reason for each.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link VLM Run to Ynab. A trigger fires from one place; an action lands in another.
VLM Run triggers
Ynab actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create a new account in a budget
Tool to create a new account in a budget. Use when you need to add a manual (non-linked) account to a specific budget.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Scheduled Transaction
Creates a scheduled (recurring) transaction in a YNAB budget. Use this to set up bills, recurring expenses, or income that repeats on a schedule. Requires an account_id (from YNAB_LIST_ACCOUNTS), a date, frequency, and amount in milliunits.
Delete Scheduled Transaction
Permanently deletes a scheduled transaction from a YNAB budget. Use this when a recurring transaction is no longer needed. This action cannot be undone. Obtain the scheduled_transaction_id from list_scheduled_transactions or get_scheduled_transaction_by_id before calling this.
Get Account by ID
Tool to retrieve a single account resource. Use when you need details of a specific account by its ID after determining the budget.
Get Budget By ID
Retrieve a complete budget export by ID, including all accounts, categories, payees, and transactions. Use this tool when you need comprehensive budget data. The response includes: - Budget metadata (name, date/currency formats) - All accounts with balances - Category groups and categories with budgeted amounts and balances - All payees - All transactions and scheduled transactions (optional, may be large) For incremental syncing, use last_knowledge_of_server to only fetch changes since your last request. Note: Currency amounts are in 'milliunits' format (divide by 1000 for standard units).
Get Budget Month
Tool to retrieve a specific budget month. Use when you need detailed summary and category budgets for a given month after confirming the budget ID. Monetary amounts are returned in milliunits (divide by 1000 for standard currency). Response includes high-level aggregates and a nested category array within the month payload for per-category budget analysis.
Get Budget Settings
Tool to retrieve budget-level settings. Use when you need to fetch currency and date formatting preferences for a specific budget.
Get Category by ID
Retrieve a single YNAB budget category by its ID. Use this to get detailed category information including budgeted amounts, activity, balance, and goal settings. Amounts are returned for the current budget month (UTC). Requires both budget_id and category_id - use 'last-used' or 'default' for budget_id if you don't have a specific budget ID.
Connect any two apps with Notis in the middle.
VLM Run and Ynab, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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