Bring balance sheet context into Box finance reviews
Get annual and quarterly balance sheet context when a finance document is updated.
Trigger
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
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
A changed finance file can trigger a review, but gathering the company's latest balance sheet data is a separate manual task.
- Retrieve annual and quarterly balance sheet data for a specified company.
- Keep the Box file update and financial context in one report.
- Make the required company symbol explicit so results stay grounded.
Setup
Build it in a few focused steps.
- 1Connect Box and Alpha Vantage once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to retrieve annual and quarterly balance sheets for the company symbol you provide and summarize relevant context with the changed Box file link.
- 4Choose the Box File Metadata Changed trigger for the finance file.
- 5Choose a report channel, then test with one real file change and a confirmed company symbol.
Questions about this workflow
Can Notis identify the company from any finance file?
Only if the file's available contents clearly supply a company symbol. Provide the symbol in the prompt when it is not explicit, and have Notis ask for it rather than infer an uncertain match.
Does this provide a valuation or investment recommendation?
The workflow retrieves and summarizes balance sheet data. It does not establish a valuation or make an investment recommendation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Alpha vantage. A trigger fires from one place; an action lands in another.
Box 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.
Box and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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