Review a researched company's balance sheet
Bring balance sheet data into the same report as the company you found online.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Balance Sheet
Retrieves a company's annual and quarterly balance sheets.
Why this helps
Financial position details can be overlooked when company research is spread across browser tabs and finance tools.
- Retrieve annual and quarterly balance sheets for a company symbol.
- Keep financial statement context with the original research result.
- Call out missing periods or unresolved ticker matches.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Alpha Vantage once in Notis.
- 2Create an automation and describe the balance sheet review in one instruction.
- 3Pick the webhook trigger and choose where run reports go.
- 4Test with one real company ticker.
Questions about this workflow
What periods are available?
The action is described as returning annual and quarterly balance sheets.
Does this interpret the company's financial health?
It retrieves statement data. Any analysis should distinguish reported figures from interpretation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Alpha vantage. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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