Make balance sheet context part of your regular company review
A recurring financial statement check can help you prepare for planning conversations without rebuilding the same company context from scratch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Balance Sheet
Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
Why this helps
Financial statements take deliberate time to find and review, so a useful company check can get pushed aside by urgent work.
- Retrieve annual or quarterly balance sheets for a specified company.
- Bring statement context into a regular review rhythm.
- Get a concise report of returned data for follow-up analysis.
Setup
Build it in a few focused steps.
- 1Connect Alpha Vantage once in the Notis portal; connect Airtable if you want to reference a tracked company list.
- 2Create an automation in Automations, New Automation, and name the financial review.
- 3Describe in one instruction the company symbol, annual or quarterly period, and summary approach.
- 4Pick a recurring schedule trigger and choose where run reports go.
- 5Test with one real run and verify the company and reporting period.
Questions about this workflow
Can this retrieve quarterly and annual statements?
Yes. The listed action returns annual and quarterly balance sheets.
Does a balance sheet review provide investment advice?
No. It returns financial statement data for analysis. Interpretations or recommendations require additional context and expertise.
Can one automation cover many companies?
You can specify multiple symbols if supported by your prompt and action usage, but the listed action description guarantees balance sheets for a company, so test the intended scope.
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
Do this · Action
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