Add public company fundamentals to document review
Bring a company's overview and key fundamentals into the same review as the parsed document.
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
Reviewers often have to leave a document workflow to gather basic company context from another source.
- Bring company overview data into a document review.
- Use a verified ticker to target the correct stock.
- Keep numeric fundamentals as returned data for human interpretation.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Alpha Vantage once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for document issuer research.
- 3Tell Notis to use the verified stock ticker supplied with the incoming parsed document, retrieve the company overview, and summarize key returned fields with units and reporting context where available.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real document and a verified individual stock ticker.
Questions about this workflow
Can this action analyze an ETF or index?
No. Company Overview is listed for individual company stocks, not ETFs, mutual funds, or indices.
Does the overview replace financial due diligence?
No. It supplies company data for a reviewer to assess and does not make a financial decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Alpha vantage. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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