See the budget horizon before a major preview becomes a launch
Notis uses the preview deployment as a cue to summarize upcoming budget months for launch planning.
Trigger
New Deployment Created
Triggers when a new deployment is created in a GitHub repository. Fires an event for each newly created deployment detected in the configured repository. Deployments can optionally be filtered by target environment. The payload includes the deployment ID, commit SHA, ref, task, environment, creator details, and timestamps.
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
A feature can reach launch-candidate status before its spend window is considered.
- Adds forward-looking budget context before launch
- Creates a natural checkpoint without blocking deployment
Setup
Build it in a few focused steps.
- 1Connect GitHub and YNAB to Notis once.
- 2Tell Notis to summarize upcoming budget months for deployments marked as major launch previews.
- 3Select New Deployment Created, choose a planning channel, and test with one preview environment.
Questions about this workflow
Does every preview need a report?
No. Describe the environment or deployment marker that identifies major launch previews.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Ynab. A trigger fires from one place; an action lands in another.
GitHub 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.
New Workflow Artifact Created
Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.
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.
Branch Changed
Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.
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.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
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).
Check Run Status / Conclusion Changed
Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.
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.
Check Suite Status / Conclusion Changed
Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.
Get Budget Settings
Tool to retrieve budget-level settings. Use when you need to fetch currency and date formatting preferences for a specific budget.
New Code Scanning Alert Created
Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.
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.
GitHub and Ynab, 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 Ynab.