Add current statement context to an updated company file
When your company analysis changes, refresh the financial statement context for the symbol it names.
Trigger
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Action
Income Statement
Tool to fetch annual and quarterly income statements. use after confirming the company symbol.
Why this helps
A revised company note can continue circulating with stale financial statement context.
- Tie statement retrieval to a company file update.
- Review annual and quarterly income statement data alongside revised notes.
- Identify missing symbols before requesting financial data.
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 income statements for the symbol named in the updated file and summarize the returned figures.
- 4Pick the Google Drive File Updated trigger and choose where run reports should go.
- 5Test with one real updated company file that clearly names its symbol.
Questions about this workflow
Does this fetch balance sheets too?
This workflow uses the Income Statement action. Balance sheets require a different listed Alpha Vantage action.
Can the workflow make a company-specific assessment?
It can summarize returned statements. Any comparison baseline or evaluation criteria must be supplied by you.
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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