Add a fundamentals snapshot to Affinity company research
Pull key company overview data into a compact research report when a deal needs a closer look.
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
A promising company can prompt scattered financial checks before anyone has gathered the same basic reference points.
- Retrieve company overview data for a verified stock ticker.
- Keep the research request and the resulting summary together in one run report.
- Surface missing or unavailable data instead of filling gaps with guesses.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Alpha Vantage once in Notis.
- 2Create an automation and give it a name and a prompt describing the research outcome.
- 3Tell Notis to use the verified ticker from the Affinity request to retrieve Company Overview and summarize the returned fundamentals, noting unavailable fields.
- 4Choose a Notis webhook trigger and a report destination.
- 5Test with one real stock ticker from an Affinity company record.
Questions about this workflow
Can it look up ETFs or indexes?
No. The Company Overview action is for individual stock tickers and does not support ETFs, mutual funds, or indices.
Will it calculate missing financial fields?
It should report fields Alpha Vantage returns and identify unavailable fields rather than inventing values.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Alpha vantage. A trigger fires from one place; an action lands in another.
Affinity 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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Connect any two apps with Notis in the middle.
Affinity and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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