Gather company income statement data from a finance request
Turn a clearly identified company financial question into an annual and quarterly income statement lookup for review.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Income Statement
Tool to fetch annual and quarterly income statements. use after confirming the company symbol.
Why this helps
Financial requests can require a context switch into repeated company and filing searches just to find the relevant statement data.
- Respond to financial questions with a targeted statement lookup.
- Review annual and quarterly income statement data.
- Keep the symbol requirement clear to avoid searching the wrong company.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Alpha Vantage once in the Notis portal.
- 2Create an automation named Email Income Statement Lookup.
- 3Tell Notis to retrieve annual and quarterly income statements for the confirmed company symbol in a financial request and summarize the relevant figures.
- 4Pick New Gmail Message Received as the trigger.
- 5Choose a report channel, then test with one real finance email.
Questions about this workflow
Can Notis choose a company symbol from a vague company name?
For ambiguous names, include or confirm the symbol before relying on the lookup.
Does the statement include every financial metric I might need?
The action returns income statements. Specify the figures you want summarized, and review the returned data for your analysis.
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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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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