Make room for a regular portfolio review
Set a schedule that gives you a dependable calendar block for reflecting on the trading information you choose to bring.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Why this helps
Without a reserved review window, portfolio reflection can be postponed by day-to-day demands.
- Protect a recurring block for deliberate review.
- Keep the review separate from interruptions during the day.
- Use user-provided information rather than assuming access to trading history.
Setup
Build it in a few focused steps.
- 1Connect Alpaca and Google Calendar once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide a name and prompt.
- 3Tell Notis to create a review event at the scheduled time and include any review focus you specify.
- 4Choose a recurring schedule trigger and where run reports should go.
- 5Run one real example and confirm the calendar event timing and title.
Questions about this workflow
Will this event repeat automatically?
The listed Create Event action describes creating an event, not a recurrence rule. Use the Notis schedule for repeated runs and confirm how your prompt handles prior events to avoid duplicates.
Will Notis include my Alpaca positions?
No Alpaca source events or data retrieval action are listed here. Provide any positions or review notes you want included.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Alpaca to Google Calendar. A trigger fires from one place; an action lands in another.
Alpaca triggers
Google Calendar actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Insert Calendar into List
Inserts an existing calendar into the user's calendar list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Update Calendar List Entry
Updates an existing entry on the user\'s calendar list.
Delete Calendar
Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.
Update Calendar
Updates metadata for a calendar.
Clear Calendar
Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Delete event
Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.
Create a calendar
Creates a new, empty google calendar with the specified title (summary).
Connect any two apps with Notis in the middle.
Alpaca and Google Calendar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Calendar.