Add balance sheet context to company updates
When a company row changes, bring its reported balance sheet data into the review.
Trigger
Spreadsheet Row Changed
Triggers when a looked-up spreadsheet row changes. This trigger monitors a specific row (located by searching for a query value within a user-specified range) and fires when the row's values change, when the row appears, or when the row disappears.
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
Company tracking rows can change without prompting a timely look at financial statements.
- Keep statement reviews tied to company updates
- See annual and quarterly statement information
- Reduce the chance of overlooking a changed company row
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Alpha Vantage once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to use the company symbol in the changed row to retrieve annual and quarterly balance sheets and summarize key returned figures.
- 4Pick Spreadsheet Row Changed as the trigger and choose where run reports go.
- 5Test with one real company row and verify the symbol and statement period.
Questions about this workflow
What does the row need to include?
It should include a company symbol that can be used to request the balance sheet.
Will it calculate financial ratios?
Not by default. You can ask Notis to analyze returned figures, but any desired formulas or assumptions should be stated in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Alpha vantage. A trigger fires from one place; an action lands in another.
Google Sheets 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 Sheets and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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