Review company balance sheets from WhatsApp
Keep a company statement lookup tied to the symbol and reporting period you actually need to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Balance Sheet
Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
Why this helps
Switching from a company question into statement research can break focus and leave the original decision unresolved.
- Retrieves annual and quarterly balance sheet data.
- Uses the confirmed symbol and period from the incoming request.
- Lets Notis summarize the returned statement data for review.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Alpha Vantage once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for balance sheet reviews.
- 3In one instruction, tell Notis to confirm the company symbol and requested annual or quarterly period before fetching the balance sheet.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real request that includes a company symbol and period.
Questions about this workflow
What should the request contain?
Name the company symbol and whether you need annual or quarterly data.
Does the action include income statements too?
No. This workflow uses the Balance Sheet action. Income statements are a separate listed action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Alpha vantage. A trigger fires from one place; an action lands in another.
2chat triggers
Alpha vantage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
2chat and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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