Give financial statement reviews a recurring time
Set a monthly research cadence so financial statement checks are easier to remember and complete.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get financial statements
Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.
Why this helps
Financial reviews can drift when there is no regular checkpoint for bringing the data back into view.
- Creates a clear recurring moment for financial statement research.
- Reduces the burden of remembering which reviews are due.
- Supports a steadier company monitoring routine.
Setup
Build it in a few focused steps.
- 1Connect Notion and MarketBeat to Notis once in the portal.
- 2Create the automation in the portal or request a monthly run from Notis in plain language.
- 3Give one instruction to retrieve MarketBeat financial statements for companies in your Notion research context.
- 4Select a monthly recurring schedule and choose a channel for run reports.
- 5Test with one real company tracked in Notion.
Questions about this workflow
What is the MarketBeat action?
It retrieves financial statements for the company or companies in your research context.
Can I use this as an accounting system?
This workflow retrieves market financial statements; it does not replace accounting records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to MarketBeat. A trigger fires from one place; an action lands in another.
Notion triggers
MarketBeat actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get financial statements
Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get institutional ownership
Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Get analyst ratings
Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.
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 insider trades
Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Search stocks
Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.
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.
Get options chain
Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.
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 MarketBeat, 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 MarketBeat.