Add an income statement to earnings research
Keep a financial follow-up close to the research question that raised it, so reviewing the company takes fewer restarts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get income statement
Access comprehensive stock market data including real-time financials, income statements, statistics, and IPO calendars to research individual stocks and identify market movers. Search stocks, view detailed overviews, and monitor premarket activity all in structured, easy-to-use format.
Why this helps
Earnings research can sprawl across tabs, making it harder to connect a financial view back to the question that started it.
- Tie a statement lookup to a specific research handoff.
- Reduce restarts when switching between research and financial pages.
- Make follow-up more consistent across companies.
Setup
Build it in a few focused steps.
- 1Connect Exa and StockAnalysis to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to build it conversationally.
- 3Write one instruction to retrieve the StockAnalysis income statement for the public company sent with an Exa earnings research request.
- 4Choose an incoming webhook trigger and the channel for run reports.
- 5Test with a company from a real earnings research question and verify the entity.
Questions about this workflow
Does the workflow fetch earnings news from Exa?
The webhook represents the handoff from your Exa research process; the StockAnalysis action retrieves an income statement.
Can I use the statement as a forecast?
No. A historical income statement is not a forecast or an investment recommendation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Exa to StockAnalysis. A trigger fires from one place; an action lands in another.
Exa triggers
StockAnalysis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List stocks
Access comprehensive stock market data including real-time financials, income statements, statistics, and IPO calendars to research individual stocks and identify market movers. Search stocks, view detailed overviews, and monitor premarket activity all in structured, easy-to-use format.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Search stocks
Access comprehensive stock market data including real-time financials, income statements, statistics, and IPO calendars to research individual stocks and identify market movers. Search stocks, view detailed overviews, and monitor premarket activity all in structured, easy-to-use format.
Get income statement
Access comprehensive stock market data including real-time financials, income statements, statistics, and IPO calendars to research individual stocks and identify market movers. Search stocks, view detailed overviews, and monitor premarket activity all in structured, easy-to-use format.
Get pre-market movers
Access comprehensive stock market data including real-time financials, income statements, statistics, and IPO calendars to research individual stocks and identify market movers. Search stocks, view detailed overviews, and monitor premarket activity all in structured, easy-to-use format.
Get stock statistics
Access comprehensive stock market data including real-time financials, income statements, statistics, and IPO calendars to research individual stocks and identify market movers. Search stocks, view detailed overviews, and monitor premarket activity all in structured, easy-to-use format.
Get IPO calendar
Access comprehensive stock market data including real-time financials, income statements, statistics, and IPO calendars to research individual stocks and identify market movers. Search stocks, view detailed overviews, and monitor premarket activity all in structured, easy-to-use format.
Connect any two apps with Notis in the middle.
Exa and StockAnalysis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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