Start a balance sheet lookup from a Canvas course file upload
When a research file arrives, prompt a structured balance sheet lookup for the company you are studying.
Trigger
New Canvas File Upload
Polls a Canvas course for new file uploads.
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 course file can signal that company analysis is due, but switching tools to retrieve financial statements adds another task to remember.
- Prompt a balance sheet lookup after a new course upload.
- Use the company symbol included in your instruction.
- Retrieve annual and quarterly statements for analysis.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Alpha Vantage once in the Notis portal.
- 2Create an automation and describe the balance sheet lookup in one instruction.
- 3Pick New Canvas File Upload for the course you want to monitor.
- 4Choose where run reports go, then test with one real file upload.
Questions about this workflow
What does the balance sheet action return?
It returns annual and quarterly balance sheets for a company.
Will a file upload identify the company symbol automatically?
Only if the event exposes a usable symbol. Otherwise, specify the company symbol in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Alpha vantage. A trigger fires from one place; an action lands in another.
Canvas 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.
Canvas and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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