Build a balance sheet snapshot from a task
Add a company analysis task and receive the financial statement context needed to start.
Trigger
New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
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
Financial statement research is often delayed by hunting through separate company pages.
- Starts analysis from your task list
- Combines annual and quarterly context
- Shortens initial company research
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Alpha Vantage in the Notis portal.
- 2Create an automation named Balance sheet snapshot.
- 3Tell Notis to retrieve and summarize balance sheets for the company symbol in each new task.
- 4Choose New Task Created as the trigger.
- 5Select a report channel and test with one company analysis task.
Questions about this workflow
Does the task need a ticker?
A confirmed company symbol gives the most reliable result. Include it when names could map to multiple companies.
Can it compare periods?
Notis can summarize the annual and quarterly data returned by the action and call out visible changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Alpha vantage. A trigger fires from one place; an action lands in another.
Google Tasks 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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New Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Balance Sheet
Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
New Task List Created
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Connect any two apps with Notis in the middle.
Google Tasks and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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