Make an income statement lookup easy from Slack
Turn a direct company-finance question into a focused statement lookup without losing the original ask.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Income Statement
Tool to fetch annual and quarterly income statements. use after confirming the company symbol.
Why this helps
Small research requests in DMs can disappear when they require a separate search and follow-up.
- Keep one-off research asks from becoming forgotten open loops.
- Retrieve annual and quarterly income data for review.
- Reduce tab switching for a focused company lookup.
Setup
Build it in a few focused steps.
- 1Connect Slack and Alpha Vantage to Notis once in the portal.
- 2Create the automation in the portal or tell Notis conversationally to handle income statement requests.
- 3Write one instruction asking Notis to retrieve annual and quarterly income statements only when the DM gives a confirmed company symbol.
- 4Choose the Slack direct message trigger and a channel for run reports.
- 5Test with a real DM containing a valid ticker and a clear request.
Questions about this workflow
What must be identified?
The company symbol should be confirmed before the lookup runs.
Does it return a forecast?
No. It fetches historical annual and quarterly income statements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Alpha vantage. A trigger fires from one place; an action lands in another.
Slack 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.
Slack and Alpha vantage, 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 Alpha vantage.