Keep reported cash movements easy to review
Gather the available annual and quarterly cash flow statements for your company review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Cash Flow
Retrieves annual and quarterly cash flow statements for a company.
Why this helps
Cash flow analysis gets delayed when statement periods have to be found and copied from company to company.
- Retrieve annual and quarterly cash flow statements.
- Summarize cash movements using the returned figures and periods.
- Apply the same review prompt to the company symbols you specify.
Setup
Build it in a few focused steps.
- 1Connect Notis to Alpha Vantage once in the portal.
- 2Create an automation in Automations, New Automation, and name it for the cash flow review.
- 3Tell Notis to retrieve annual and quarterly cash flow statements for your specified company symbols and summarize the returned cash movements and periods.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one confirmed company symbol and review the returned periods and figures.
Questions about this workflow
What information does this action return?
It returns annual and quarterly cash flow statements for a company.
Will the summary use a custom cash flow baseline?
Only if you provide one. Otherwise, the summary should describe the returned statements without assuming a baseline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Alpha vantage. A trigger fires from one place; an action lands in another.
AnyDB 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.
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When this happens · Trigger
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