Check balance sheet context for an extracted stock
Make balance sheet follow-up easier by turning an extracted stock symbol into a concise view of the available annual and quarterly statement data.
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
Balance sheet review can be hard to pick back up when statements and the original parsed reference are in separate places.
- Retrieve annual and quarterly balance sheet data
- Summarize available assets, liabilities, and equity values
- Keep statement context linked to the parsed stock mention
Setup
Build it in a few focused steps.
- 1Connect Airparser and Alpha Vantage once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the balance sheet review.
- 3Tell Notis to retrieve annual and quarterly balance sheets for the valid stock symbol in each parsed payload and summarize the available statement fields.
- 4Choose the webhook trigger for incoming parsed data, then choose where run reports go.
- 5Test with one real ticker and check that the company and statement periods are correct.
Questions about this workflow
Does this include quarterly and annual data?
Yes. The action returns annual and quarterly balance sheets.
Can the summary calculate a ratio?
Not from this action alone unless the needed values are present and the instruction asks Notis to calculate it. Review calculations against the returned figures.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Alpha vantage. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
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