Plan finance credential sessions around upcoming earnings
See upcoming earnings dates in a scheduled summary so learning and review plans can account for the calendar.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Earnings Calendar
Retrieves the earnings calendar for the next three months.
Why this helps
Upcoming earnings dates can be easy to miss when you are juggling a credential program and day-to-day work.
- Get a recurring view of earnings dates for the next three months.
- Use the calendar to plan relevant finance learning or review sessions.
- Reduce manual calendar checks.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Alpha Vantage once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, say to retrieve the next three months of earnings events and summarize the dates and symbols relevant to the finance credential program context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and review the returned calendar summary.
Questions about this workflow
Does the earnings calendar cover any date range?
The listed action returns the earnings calendar for the next three months.
Can it infer which credential recipients follow a company?
No. Supply the relevant symbols or program context in the automation prompt or run request; the event provides an earnings calendar, not recipient preferences.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Alpha vantage. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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