Clear open stock research checks each week
Review open ideas on a weekly cadence and let Notis request the Finviz screens that your notes call for, so follow-ups are easier to carry forward.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Run screener
Monitor insider trading activity, screen stocks based on custom criteria, and analyze market sentiment from financial news to make informed investment decisions. Access real-time data on market movers, tabular financial information, and comprehensive market intelligence all in one place.
Why this helps
Open research ideas can accumulate without a clear moment to complete the basic screening step.
- Give open research a regular screening checkpoint.
- Prioritize entries that still need an initial check.
- Make outstanding work easier to carry into the next week.
Setup
Build it in a few focused steps.
- 1Connect Notion and Finviz to Notis once in the portal.
- 2Create an automation with a plain-language instruction to review open stock ideas and screen only entries that still need a check.
- 3Choose a weekly Notis schedule and select a channel for run reports.
- 4Test against real open research entries and review which ones qualify.
Questions about this workflow
How does Notis know an idea is open?
Describe the status or context to look for in the plain-language prompt, such as entries marked open that have no screening note.
Will it make an investment decision?
No. It runs a screen for review and does not make or execute an investment decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Finviz. A trigger fires from one place; an action lands in another.
Notion triggers
Finviz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Run screener
Monitor insider trading activity, screen stocks based on custom criteria, and analyze market sentiment from financial news to make informed investment decisions. Access real-time data on market movers, tabular financial information, and comprehensive market intelligence all in one place.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get insider trading
Monitor insider trading activity, screen stocks based on custom criteria, and analyze market sentiment from financial news to make informed investment decisions. Access real-time data on market movers, tabular financial information, and comprehensive market intelligence all in one place.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
get_ticker_sectors_with_performance
Monitor insider trading activity, screen stocks based on custom criteria, and analyze market sentiment from financial news to make informed investment decisions. Access real-time data on market movers, tabular financial information, and comprehensive market intelligence all in one place.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
Get news sentiment
Monitor insider trading activity, screen stocks based on custom criteria, and analyze market sentiment from financial news to make informed investment decisions. Access real-time data on market movers, tabular financial information, and comprehensive market intelligence all in one place.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Get market movers
Monitor insider trading activity, screen stocks based on custom criteria, and analyze market sentiment from financial news to make informed investment decisions. Access real-time data on market movers, tabular financial information, and comprehensive market intelligence all in one place.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
Connect any two apps with Notis in the middle.
Notion and Finviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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