Bring an earnings transcript into a new company tracking workflow
When you create a view for a company or research focus, pull the earnings call transcript you need and make its key themes easier to review.
Trigger
View Created
Triggers when a new view is created in an Airtable base.
Action
Earnings Call Transcript
Tool to retrieve the earnings call transcript for a given company and quarter. use after confirming symbol and quarter. returns full transcript text and associated llm-based sentiment signals.
Why this helps
Long earnings transcripts take time to retrieve and scan, so useful management commentary can get buried under the next urgent task.
- Retrieve transcript text for a specified company and quarter.
- Include associated LLM based sentiment signals when returned.
- Reduce the effort of finding and opening a transcript for review.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Alpha Vantage once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the transcript review.
- 3Describe in one instruction the confirmed company symbol and quarter, plus how to summarize transcript themes and sentiment.
- 4Pick the Airtable View Created trigger and choose where run reports go.
- 5Test by creating one real view and confirm the requested symbol and quarter are used.
Questions about this workflow
What must I know before running this?
The action description says to confirm the company symbol and quarter before retrieving a transcript. Provide both in the instruction or event context.
Does it return the full transcript?
Yes. The listed action returns full transcript text and associated LLM based sentiment signals.
Does the workflow automatically know which quarter to use?
The view creation event does not establish a quarter by itself. Specify the quarter or a rule that supplies it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Alpha vantage. A trigger fires from one place; an action lands in another.
Airtable 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.
Airtable and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
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