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Make watchlist maintenance a small monthly task

A recurring review can surface symbols to revisit, so list cleanup does not depend on a random spare hour or a perfect memory.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Action one

This action one of testapp.

Why this helps

Watchlists accumulate stale interests because maintenance has no regular place in a busy founder's routine.

  • Create a predictable moment for list maintenance.
  • Use cleanup signals you choose.
  • Keep possible removals or follow-ups visible for human review.

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 Monthly watchlist cleanup prompt.
  • 3Write one prompt naming your symbol list and the EODHD signals that should put an item on a Test app review message for cleanup.
  • 4Choose a monthly Notis cron trigger and select a channel for run reports.
  • 5Test with a real subset of symbols and confirm it suggests review rather than making unrequested changes.

Questions about this workflow

Will it remove symbols automatically?

The workflow should surface items for review in Test app. It does not change your watchlist unless the chosen action explicitly supports that.

Can I define my own cleanup rule?

Yes. Describe the signals that should prompt a human review in the automation prompt.

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.

TriggerScheduled

Action one

This action one of testapp.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Action two

This action two of testapp.

ActionInstant

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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