Put balance sheet context beside every investment memo
New memo in OneDrive, current balance sheet context in your report.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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
Founders can miss liquidity or debt changes when memo review is separated from financial statement research.
- Surfaces cash and debt context
- Speeds memo triage
- Creates consistent financial review notes
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Alpha Vantage in Notis once.
- 2Create an automation named Investment memo balance sheet snapshot.
- 3Tell Notis to identify the company symbol in each new memo, fetch annual and quarterly balance sheets, and summarize liquidity and leverage.
- 4Pick the OneDrive file created trigger and choose a report channel.
- 5Test with one real memo.
Questions about this workflow
Can it read a PDF memo?
Yes, if the memo is accessible in OneDrive and contains an identifiable company symbol.
Which periods are returned?
Alpha Vantage provides annual and quarterly balance sheet data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Alpha vantage. A trigger fires from one place; an action lands in another.
One drive 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.
ALUMINUM
Tool to fetch global aluminum prices. use when you need monthly, quarterly, or annual lme aluminum price data.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Balance Sheet
Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
COPPER
Tool to fetch global price of copper in monthly, quarterly, and annual intervals. use when you need historical copper price series for analysis.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Corn
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Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
COTTON
Tool to retrieve global cotton prices in monthly, quarterly, and annual intervals. use when you need historical cotton price data.
Connect any two apps with Notis in the middle.
One drive and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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