Find balance sheet data for the company an investor asks about
Get a focused annual and quarterly balance sheet lookup when an investor request names the company you need to research.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
Investor questions about company financial position can pull you into a manual search for statements and reporting periods.
- Turn a request into a targeted balance sheet lookup.
- See annual and quarterly statement data in one report.
- Keep company identity explicit before analysis.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Alpha Vantage once in the Notis portal.
- 2Create an automation named Investor Balance Sheet Lookup.
- 3Tell Notis to retrieve annual and quarterly balance sheets for the confirmed company symbol in an incoming investor request and summarize requested details.
- 4Pick New Gmail Message Received as the trigger.
- 5Choose a report channel, then test with one real investor email.
Questions about this workflow
Does this provide a company's cash flow statement too?
No. This action returns balance sheets. Use only the statement type supported by the listed action.
What if the email does not identify a symbol?
Ask for or confirm the ticker before using the lookup. Notis should mark missing company identity rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Alpha vantage. A trigger fires from one place; an action lands in another.
Gmail 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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Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
New Gmail Message Received Trigger
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Connect any two apps with Notis in the middle.
Gmail and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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