Bring income statement data into financial review
Moving a company task into financial review can bring the annual and quarterly income statement into the review flow.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Income Statement
Tool to fetch annual and quarterly income statements. use after confirming the company symbol.
Why this helps
Financial review can stall when someone has to locate company statements before comparing performance.
- Fetch annual and quarterly income statement data at review time.
- Tie the lookup to an existing task transition.
- Get a concise summary of the returned statements.
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 income statement review.
- 3In one instruction, ask Notis to retrieve annual and quarterly income statements for the task's confirmed symbol and summarize key lines.
- 4Pick Asana Task Moved to Section as the trigger, then choose where run reports go.
- 5Test by moving one company task with a symbol into financial review.
Questions about this workflow
Does the task need a ticker?
Yes. The action requires a company symbol, so include one in the task or ask Notis to flag it as missing.
What periods does this return?
The listed Income Statement action returns annual and quarterly income statements.
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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