Make insider trade checks part of the monthly review
Use a monthly reminder from Notis to bring MarketBeat insider trade information into your company review routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Insider activity can be missed when the research list is long and checks happen only when a concern comes to mind.
- Adds a recurring prompt for insider activity review.
- Reduces dependence on ad hoc memory and searches.
- Makes company monitoring more consistent from month to month.
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 ask Notis conversationally to perform a monthly check.
- 3Write one instruction to retrieve MarketBeat insider trades for companies tracked in your Notion research.
- 4Select a monthly recurring schedule and choose a channel for run reports.
- 5Test with one real company from your research list.
Questions about this workflow
Will it run for every Notion company?
Describe the intended company research context in the instruction so Notis can use it for the lookup.
Can I change the cadence?
Choose the recurring schedule that fits your review routine when creating the automation.
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
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