Add currency trend context to investor updates
Send the update, then receive the currency trend context needed for the next discussion.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Get Timeseries Exchange Rates
Tool to retrieve historical exchange rates for a given time period between start and end dates. Use when you need exchange rates for multiple dates in a date range for trend analysis or historical comparisons.
Why this helps
Investor reporting often omits currency movement that affects international revenue or costs.
- Add market context to reporting
- Reduce post-send analysis work
- Keep the reporting period explicit
Setup
Build it in a few focused steps.
- 1Connect Outlook and CurrencyScoop in Notis.
- 2Create an automation for investor update context.
- 3Tell Notis to identify the reporting period and currencies in sent updates, retrieve timeseries rates, and summarize material movement.
- 4Select New Sent Message as the trigger.
- 5Choose the report destination and test with one investor update.
Questions about this workflow
What if the reporting period is not stated?
Notis can flag the missing period and ask you to provide dates.
Can I define what counts as material movement?
Yes. Include your threshold or interpretation rule in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to CurrencyScoop. A trigger fires from one place; an action lands in another.
Outlook triggers
CurrencyScoop actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Currency
Tool to perform a single currency conversion from one currency to another for a specified amount. Use when you need to convert a specific amount between two currencies using mid-market rates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Currencies
Tool to retrieve all supported currencies including their names and countries. Use when you need information about available currencies, either fiat or crypto.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Get Historical Exchange Rates
Tool to retrieve historical exchange rate data for past dates going back to 1996. Use when you need to access exchange rates for a specific historical date with a base currency.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Latest Exchange Rates
Tool to get real-time exchange rates for all supported currencies with a specified base currency. Use when you need current exchange rates for currency conversions or financial calculations.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Timeseries Exchange Rates
Tool to retrieve historical exchange rates for a given time period between start and end dates. Use when you need exchange rates for multiple dates in a date range for trend analysis or historical comparisons.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business CurrencyScoop.