Make merchant names easier to recognize
A clean, consistent payee list makes future expense reviews easier to scan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Payee
Tool to update a payee. Use when you need to rename an existing payee.
Why this helps
Payees recorded under abbreviations or alternate labels make search and spending review less reliable.
- Highlight payees that may represent the same merchant
- Preserve a human check before any name change
- Make the budget history easier to scan
Setup
Build it in a few focused steps.
- 1Connect VLM Run and YNAB to Notis once in the portal.
- 2Create a recurring automation in the portal or ask Notis for it in plain language.
- 3Use one prompt to compare available VLM Run merchant recognition insights with the YNAB payee list and report candidate naming inconsistencies for review only.
- 4Set a monthly cron schedule, choose a report channel, and test with a known alternate merchant name.
Questions about this workflow
Will candidate payees be renamed?
No. The prompt asks for a review list; any rename requires a separately reviewed action.
Does this infer duplicates from the payee list alone?
It can compare the list, but VLM Run merchant context is useful evidence and the prompt should mark uncertain candidates.
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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