Create balance sheet digests after campaigns
Turn campaign topics into a ready financial snapshot for your next conversation.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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
Post-campaign questions often require financial context that is scattered across research tabs.
- Prepares a concise follow-up artifact
- Keeps campaign discussions grounded in statements
- Saves repeated research time
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Alpha Vantage in Notis once.
- 2Create an automation describing the companies and the balance sheet points to summarize.
- 3Pick the Mailchimp Campaign Trigger.
- 4Choose where reports should go.
- 5Test with a campaign containing confirmed symbols.
Questions about this workflow
Can it analyze companies not named in the campaign?
Only if you provide those symbols in the automation instruction or report context.
What makes the digest concise?
Specify the line items, periods, and comparison style you want Notis to summarize.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Alpha vantage. A trigger fires from one place; an action lands in another.
Mailchimp 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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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Campaign Trigger
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Balance Sheet
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.
Mailchimp and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Alpha vantage.