Turn research comments into earnings transcript summaries
A comment asking for transcript analysis can become a ready to share brief.
Trigger
Task Comment Posted
Triggers when a comment is added to a task. `changes[]` carries one `CommentChange` entry whose `comment` field is the typed `ClickupComment` object (id, text, user, reactions, etc.).
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
Transcript requests get buried in comments and require repeated context gathering.
- Capture transcript requests instantly
- Return a focused management summary
- Keep source context with the task
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Alpha Vantage in Notis once.
- 2Create an automation for transcript requests.
- 3Tell Notis to read the symbol and quarter from the new comment, retrieve the transcript, and summarize material points.
- 4Pick ClickUp Task Comment Posted as the trigger.
- 5Choose a report destination and test with one real comment.
Questions about this workflow
Does the comment need a quarter?
Yes. Ask Notis to request the quarter when it is not included.
Will it return the full transcript?
The action retrieves the transcript, and Notis can provide either a summary or requested excerpts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Alpha vantage. A trigger fires from one place; an action lands in another.
Clickup 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.
Clickup and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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