Add balance sheet context to finance meetings
Leave a finance call with the discussion and the relevant statements in one report.
Trigger
Transcription Complete Trigger
Triggers when a transcription is complete. Polls Fireflies API for transcripts created or updated since the last poll time. Handles rate limiting gracefully.
Action
Balance Sheet
Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
Why this helps
Financial conversations often end before anyone pulls the statements needed to validate them.
- Links meeting decisions to reported financials
- Cuts manual statement lookup
- Flags missing company symbols
Setup
Build it in a few focused steps.
- 1Connect Fireflies and Alpha Vantage in Notis once.
- 2Create an automation in Automations with a name and plain-language prompt.
- 3Tell Notis to identify the company symbol, retrieve annual and quarterly balance sheets, and summarize relevant points.
- 4Choose the Fireflies Transcription Complete trigger and select a report channel.
- 5Test with one real completed finance transcript.
Questions about this workflow
What must the transcript contain?
A company name or symbol makes the lookup reliable; otherwise Notis should ask for the missing symbol.
Which statement periods are available?
Alpha Vantage returns annual and quarterly balance sheet data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Fireflies to Alpha vantage. A trigger fires from one place; an action lands in another.
Fireflies 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.
Fireflies and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Alpha vantage.