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Notis

Pull earnings transcripts into research follow-up

A comment can identify the company and quarter to review, giving Notis the context to retrieve the earnings call transcript.

Trigger

New Comment on Task

Triggers when a comment is added to a task in a project.

Action

Earnings Call Transcript

Tool to get the earnings call transcript for a company and quarter. use when you need full call text after earnings are released.

Why this helps

Research follow-ups can stall while someone finds the correct transcript and reconnects it to the project discussion.

  • Start transcript retrieval from a research comment.
  • Keep the company and quarter context close to the task discussion.
  • Reduce the manual search needed to begin earnings review.

Setup

Build it in a few focused steps.

  • 1Connect Asana and Api Ninjas once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3In one instruction, ask Notis to identify the company and quarter in the comment or task and retrieve the call transcript.
  • 4Pick New Comment on Task as the trigger and choose where run reports should go.
  • 5Test with one real comment that states a company and quarter.

Questions about this workflow

When is a transcript available?

The action retrieves the earnings call transcript for a company and quarter after earnings are released.

What if the comment omits the quarter?

Add the quarter in the comment or task so Notis has the required lookup context.

Does this summarize the transcript?

The action retrieves the full call text. Notis may analyze returned data, but the instruction should specify if you want a summary.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Asana to Api ninjas. A trigger fires from one place; an action lands in another.

Asana triggers

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Recurring trigger

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Connect any two apps with Notis in the middle.

Asana and Api ninjas, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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