Turn your screening criteria into a review queue
State the fundamentals you care about once, then review candidates surfaced by a scheduled EODHD screen in Test app.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Action two
This action two of testapp.
Why this helps
Repeating the same screening routine makes research feel like admin and encourages inconsistent criteria from one session to another.
- Reuse your stated screening criteria each run.
- Put candidates in one review workflow.
- Keep screening separate from a final decision.
Setup
Build it in a few focused steps.
- 1Connect EODHD apis and Test app to Notis once in the portal.
- 2Create a new automation named Fundamental screen review queue.
- 3Write one prompt defining the companies or universe, the EODHD fundamental criteria, and the Test app workflow to run for matching candidates.
- 4Choose a recurring Notis cron trigger and a channel for run reports.
- 5Test with a real screen and verify the surfaced candidates against the criteria you stated.
Questions about this workflow
Does a screen make an investment decision?
No. It can help organize candidates for your own review; the result is not a recommendation or substitute for diligence.
Can the criteria change?
Yes. Edit the plain-language prompt when your screening criteria change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Eodhd apis to Test app. A trigger fires from one place; an action lands in another.
Eodhd apis triggers
Test app actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action one
This action one of testapp.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action two
This action two of testapp.
Connect any two apps with Notis in the middle.
Eodhd apis and Test app, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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