Start company analysis with balance sheet context
Give a new analysis task financial statement context before the manual research trail begins.
Trigger
New Task Created
Triggers when a new task is created in a project.
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
Finding comparable annual and quarterly statement data can delay the first useful pass on a company.
- Bring annual and quarterly balance sheet data into task review.
- Summarize selected figures to make the first pass easier.
- Flag symbol gaps before retrieving company data.
Setup
Build it in a few focused steps.
- 1Connect Asana and Alpha Vantage once in the Notis portal.
- 2Create an automation and name it for balance sheet snapshots.
- 3In one instruction, ask Notis to use the company's symbol in the task to retrieve and summarize its balance sheets.
- 4Pick Asana New Task Created as the trigger, then choose where run reports go.
- 5Test with one real company analysis task that includes a confirmed symbol.
Questions about this workflow
What information must the task contain?
Include a confirmed company symbol. Notis can summarize the returned data, but should flag a missing or unclear symbol.
Which reporting periods are available?
The listed Balance Sheet action returns annual and quarterly balance sheets.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Alpha vantage. A trigger fires from one place; an action lands in another.
Asana 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.
Asana and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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