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Keep client earnings dates from slipping past

Send a client or project update and get upcoming earnings dates for the symbols you care about.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Earnings Calendar

Retrieves the earnings calendar for the next three months.

Why this helps

Remembering reporting dates across client conversations creates avoidable follow-up work and missed context.

  • See upcoming earnings dates for relevant supplied symbols.
  • Get dates surfaced alongside the Agiled context that prompted the check.
  • Reduce manual calendar lookups before a client conversation.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Alpha Vantage once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to retrieve the next three months of earnings calendar data and summarize entries matching the stock symbols provided with the Agiled webhook.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real Agiled update and confirm the symbols and dates in the report.

Questions about this workflow

How far ahead does the calendar look?

The listed Earnings Calendar action returns the calendar for the next three months.

Can it infer stock symbols from a company name?

This workflow expects symbols in the webhook context. Use Symbol Search separately when you need to resolve a company name to candidate tickers.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Alpha vantage. A trigger fires from one place; an action lands in another.

Agiled triggers

Alpha vantage actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

ALUMINUM

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ActionInstant

Balance Sheet

Retrieves a company's annual and quarterly balance sheets.

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Brent Crude Oil Prices

Retrieves Brent crude oil price data.

ActionInstant

Global Coffee Price

Retrieves global coffee price data.

ActionInstant

Cash Flow

Retrieves annual and quarterly cash flow statements for a company.

ActionInstant

COPPER

Retrieves global copper price data.

ActionInstant

Corn

Retrieves global corn price data.

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Alpha vantage, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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