Automated Quarterly Financial Review
Quarterly reviews move faster with live data. When you flag your quarterly check-in, automatically pull income statements so your team can analyze performance in one place.
Trigger
Project Properties Updated
Fires when properties on a Linear project change (status, lead, target date, priority, etc.). Covers projects in both public and private teams — polls with the connected user's token.
Action
Income Statement
Tool to fetch annual and quarterly income statements. use after confirming the company symbol.
Why this helps
Quarterly financial reviews sprawl across email, spreadsheets, and websites, fragmenting your team's attention when you should be focused on analysis.
- Pull income statements without switching tools
- Centralize quarterly data in Linear for team analysis
- Reduce time spent hunting for current financials
- Enable faster performance reviews and strategy pivots
Setup
Build it in a few focused steps.
- 1Connect Linear and Alpha Vantage via the Notis portal
- 2Set up your automation: 'When I update the quarterly review project, fetch the latest annual and quarterly income statements for our tracked companies'
- 3Choose 'Project Properties Updated' as the trigger and select your notification channel
- 4Update your quarterly project to 'in review' and verify Notis pulls the income statements
- 5Each quarterly project update will automatically bring in current financial performance data
Questions about this workflow
Which companies' income statements does Notis fetch?
Specify the companies in your prompt: 'Fetch income statements for AAPL, MSFT, and GOOGL' or 'for all companies in the issue description.' Notis will pull data for each.
Can I get quarterly and annual data separately?
Yes. Ask Notis: 'Fetch quarterly income statements for the last four quarters plus the latest annual statement.' It will organize the data by period.
What time lag exists in the financial data?
Income statements are published quarterly by companies. Notis pulls the most recent available data, typically released 30-60 days after quarter close.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Alpha vantage. A trigger fires from one place; an action lands in another.
Linear 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.
Linear and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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