Schedule balance sheet reviews from a Google Docs company list
Keep recurring financial review moving without remembering another research task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Recurring diligence slips when someone must remember to reopen the company list and fetch statements.
- Creates a dependable review cadence
- Uses one maintained source list
- Summarizes annual and quarterly changes for review
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Alpha Vantage in Notis once.
- 2Create an automation named Scheduled Company Balance Review.
- 3Tell Notis to read the maintained company list and summarize new annual and quarterly balance sheet changes since the prior run.
- 4Choose a recurring schedule as the trigger and select a report channel.
- 5Test with one real company list and run.
Questions about this workflow
What starts this workflow?
A recurring Notis schedule starts it, so no Google Docs event is required.
Where should the company list live?
Keep the symbols in a Google Doc that the automation can access and name in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Alpha vantage. A trigger fires from one place; an action lands in another.
Google Docs triggers
Alpha vantage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Commodities Price Index
Tool to retrieve the global price index of all commodities. use when you need monthly, quarterly, or annual aggregated price index data for commodities.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
ALUMINUM
Tool to fetch global aluminum prices. use when you need monthly, quarterly, or annual lme aluminum price data.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Balance Sheet
Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Brent Crude Oil Prices
Tool to fetch brent crude oil prices. use when you need daily, weekly, or monthly brent price data.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Global Coffee Price
Tool to retrieve the global coffee price series. use when you need historical monthly, quarterly, or annual coffee prices.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
COPPER
Tool to fetch global price of copper in monthly, quarterly, and annual intervals. use when you need historical copper price series for analysis.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Corn
Tool to retrieve global price of corn in monthly, quarterly, and annual intervals. use after verifying api key when you need historical corn price data.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
COTTON
Tool to retrieve global cotton prices in monthly, quarterly, and annual intervals. use when you need historical cotton price data.
Connect any two apps with Notis in the middle.
Google Docs and Alpha vantage, 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 Alpha vantage.