Get balance sheet context from a new Jira issue
Retrieve annual and quarterly balance sheet data when new work names a company symbol.
Trigger
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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
A company reference in a ticket can trigger manual financial research that interrupts focused work.
- Bring fiscal statement context into issue review.
- Request annual and quarterly data from the listed action.
- Identify missing or uncertain ticker details before interpreting results.
Setup
Build it in a few focused steps.
- 1Connect Jira and Alpha Vantage once in the Notis portal.
- 2Create an automation in Notis and name it.
- 3In one instruction, ask Notis to confirm the company symbol in a new issue, retrieve annual and quarterly balance sheets, and summarize the returned data in the run report.
- 4Pick the Jira New Issue trigger and choose where run reports go.
- 5Test with one real issue that identifies a company symbol.
Questions about this workflow
Does the action analyze whether a company is financially healthy?
It retrieves balance sheet data. Ask Notis to summarize returned figures, and provide any baseline or criteria you want applied.
What happens if the issue only has a company name?
Have Notis report that the symbol needs confirmation before fetching company statements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Alpha vantage. A trigger fires from one place; an action lands in another.
Jira 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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Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
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Connect any two apps with Notis in the middle.
Jira and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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