Create a concise earnings transcript brief after a task completes
Close the task and let Notis prepare a transcript summary for the company and quarter you specify.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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
After a call-related task, finding and reviewing a long earnings transcript can delay the next useful follow-up.
- Start transcript research from a completed task.
- Summarize long transcript text and returned sentiment signals.
- Keep the relevant quarter and company explicit.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Alpha Vantage once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to retrieve and summarize the earnings call transcript using the related company symbol and quarter.
- 4Pick Task Created or Completed as the trigger and choose where run reports go.
- 5Test with one completed task that identifies a symbol and quarter.
Questions about this workflow
What does the task need to identify?
The automation instruction needs a confirmed company symbol and fiscal quarter. If either is missing from the task, provide it in the instruction or treat it as missing.
What does the transcript action return?
It returns transcript text and associated language model based sentiment signals. Notis can summarize that returned information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Alpha vantage. A trigger fires from one place; an action lands in another.
Salesforce 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.
Salesforce and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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