Bring balance sheet context into new company research
Start a balance sheet lookup from a new company note and keep returned financial context with your research workflow.
Trigger
File Created
Triggers when a new file is created in Google Drive.
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
Collecting statement context separately from company notes adds extra steps to a time-sensitive review.
- Use a new company research file to start a statement lookup.
- Summarize annual and quarterly balance sheet data returned for the symbol.
- Catch missing or ambiguous ticker inputs early.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Alpha Vantage once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to retrieve annual and quarterly balance sheets for the symbol named in the file and summarize the returned data.
- 4Pick the Google Drive File Created trigger and choose where run reports should go.
- 5Test with one real new company note that clearly includes a symbol.
Questions about this workflow
Does this include income statements?
This workflow uses the Balance Sheet action. Income statements are a separate action and are not included in this lookup.
What if the file does not name a ticker?
Have Notis report that the symbol is missing and ask for clarification rather than guessing based on a company name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Alpha vantage. A trigger fires from one place; an action lands in another.
Google Drive 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.
Google Drive and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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