Review earnings commentary alongside the latest deck
When an investor deck gets updated, bring the relevant earnings call transcript into the same review.
Trigger
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Action
Earnings Call Transcript
Tool to retrieve the earnings call transcript for a given company and quarter. use after confirming symbol and quarter. returns full transcript text and associated llm-based sentiment signals.
Why this helps
Comparing a revised deck with earnings commentary can take several context switches and make important changes easy to miss.
- Bring management's call commentary into the deck review.
- Summarize transcript themes and available sentiment signals.
- Call out when the company symbol or fiscal quarter is missing.
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 use the company symbol and quarter supplied in the deck or prompt, retrieve the matching earnings transcript, and summarize themes alongside the updated Box file link.
- 4Choose the Box New File Version Uploaded trigger for the investor deck.
- 5Choose a report channel, then test with one real updated deck and a known symbol and quarter.
Questions about this workflow
What information is needed to retrieve the transcript?
Alpha Vantage's transcript action needs a confirmed company symbol and quarter. Supply them in the prompt or document, and have Notis report missing details instead of guessing.
Will this tell me what changed between deck versions?
The workflow retrieves and summarizes the relevant transcript alongside the updated file. A comparison of document revisions depends on Box file contents being available to Notis and should not be assumed from the trigger alone.
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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