Refresh a company overview on a monthly cadence
Put a familiar company lookup into your monthly review so you can revisit its context without hunting for the page again.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
A company you meant to keep an eye on can disappear from view when its overview is not part of a regular routine.
- Create a reliable revisit point for a selected company.
- Reduce the effort of finding its overview again.
- Use a recurring prompt to decide if further research is warranted.
Setup
Build it in a few focused steps.
- 1Connect StockAnalysis to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to create one conversationally.
- 3Give one plain-language instruction to retrieve the StockAnalysis overview for the company you want to revisit.
- 4Select a monthly schedule and choose the channel for run reports.
- 5Test one run and confirm the correct company overview is returned.
Questions about this workflow
Does this continuously monitor the company?
No. It retrieves an overview on the monthly schedule you choose.
Can I use this for multiple companies?
You can describe the companies in the instruction, then review the results and make sure each lookup is clear.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business StockAnalysis.