Get company fundamentals alongside a document review
Route a valid stock ticker from an ActiveMerge review workflow to Notis for a quick company overview.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Company Overview (Stocks Only)
Retrieves fundamental data and an overview for an individual stock, not ETFs, funds, or indices.
Why this helps
Reviewing company documents often means stopping to find basic company metrics and context.
- Retrieve overview and fundamental data for an individual stock.
- Keep background research tied to the review workflow that requested it.
- Reduce manual ticker searches during document review.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Alpha Vantage once in the Notis portal.
- 2Create an automation in Notis, or tell Notis in plain language from any channel.
- 3Ask Notis to retrieve company overview data for the valid stock ticker sent by the ActiveMerge workflow.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Send one real stock ticker and review the returned overview.
Questions about this workflow
Can this look up an ETF or index?
No. The listed Company Overview action supports individual stock tickers, not ETFs, mutual funds, or indices.
Does the workflow decide whether a company is a good investment?
No. It retrieves company overview data; interpretation or recommendations require separate analysis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Alpha vantage. A trigger fires from one place; an action lands in another.
ActiveMerge 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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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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COPPER
Retrieves global copper price data.
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Connect any two apps with Notis in the middle.
ActiveMerge and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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