Keep earnings notes tied to the latest transcript
Update your notes and get a focused transcript review beside them.
Trigger
OneDrive Item Updated Trigger
Triggers when an existing file or folder is modified in OneDrive. Uses Gmail-style state management and only detects actual modifications, not new creations.
Action
Earnings Call Transcript
Tool to retrieve the earnings call transcript for a given company and quarter. use after confirming symbol and quarter. returns full transcript text and associated llm-based sentiment signals.
Why this helps
Notes can capture a partial view of a call while the full transcript remains unreviewed.
- Reduces transcript skimming
- Highlights management signals
- Improves earnings review consistency
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Alpha Vantage in Notis once.
- 2Create an automation named Earnings notes transcript sentiment.
- 3Tell Notis to identify the company symbol and quarter in the updated notes, retrieve the matching earnings call transcript, and summarize sentiment and decision-relevant points.
- 4Pick the OneDrive item updated trigger and choose where reports go.
- 5Test with one real set of earnings notes.
Questions about this workflow
What inputs are required?
The notes should identify the company symbol and earnings quarter.
Will it replace my notes?
No. It returns a separate transcript summary.
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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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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