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Notis

Walk into investor calls completely briefed

Investor calls demand sharp context. This workflow pulls current market news on your portfolio companies the moment you schedule a call, so you prep strategically instead of scrambling for clips.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get market news

Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.

Why this helps

Investor meetings sneak up. Last-minute prep is frantic. Searching for recent news eats time you'd rather spend on conversation strategy.

  • Never walk into a call under-briefed
  • Cut prep time in half
  • Reduce anxiety before key meetings
  • Talk smarter about market positioning

Setup

Build it in a few focused steps.

  • 1Connect Kommo and Yahoo Finance to Notis.
  • 2Tell Notis: 'When I schedule an investor call in Kommo, pull the latest market news for all my portfolio companies 2 hours before the meeting.'
  • 3Notis will extract meeting time from Kommo events and trigger the news pull automatically.
  • 4Set your notification channel so you get the briefing package on time.
  • 5Open and skim the briefing 30 minutes before the call for fresh talking points.

Questions about this workflow

What if the investor call is in my calendar but not in Kommo?

Tell Notis to watch Slack, email calendar, or a specific channel for meeting mentions, or manually mark it in Kommo.

Can I customize the news focus?

Yes. Notis can filter by company, industry, or specific metrics - whatever topics matter for that investor relationship.

How early should I pull the briefing?

Typical window is 1-4 hours before the call. Tell Notis your preference; adjust based on how much prep time you need.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Kommo to Yahoo Finance. A trigger fires from one place; an action lands in another.

Kommo triggers

Yahoo Finance actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get historical prices

Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get company profile

Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.

ActionInstant

Get market news

Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.

ActionInstant

Get quote

Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.

ActionInstant

Search tickers

Access live stock quotes, historical price data, company profiles, and financial news for any ticker symbol. Supports real-time market data, OHLCV history across configurable intervals, detailed company fundamentals, and news aggregation across global exchanges.

ActionInstant

Connect any two apps with Notis in the middle.

Kommo and Yahoo Finance, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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