Look up ETF details mentioned in email
Bring ETF metrics and top holdings into the same review as the message that named the fund.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
ETF Info
Tool to get detailed information about an etf by ticker. use after identifying the etf ticker symbol to retrieve its key metrics and top holdings.
Why this helps
ETF research can pull you away from an inbox task when details require a separate lookup.
- Retrieve ETF metrics and top holdings from a ticker in the message.
- Keep research context close to the original email.
- Surface unclear or missing tickers for review.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Api ninjas once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want.
- 3Ask Notis to identify the ETF ticker, retrieve key metrics and top holdings, and summarize the findings.
- 4Choose the New Email Received trigger for Agent mail.
- 5Choose where run reports go, then test with a message that names an ETF ticker.
Questions about this workflow
Does the action identify an ETF from a fund name?
The action looks up details by ticker. If the message does not make the ticker clear, the workflow should report that it needs review.
Is this investment advice?
No. It provides ETF information for review and does not recommend a trade.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Api ninjas. A trigger fires from one place; an action lands in another.
Agent mail triggers
Api ninjas 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.
Agent mail and Api ninjas, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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