Keep fund diligence moving from Slack
Get the fund data lookup started where the diligence question already lives.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Get Mutual Funds Data
Tool to retrieve mutual funds data for a specified symbol. use after confirming the mutual fund ticker symbol.
Why this helps
A diligence note can produce several small follow-ups that are hard to hold in mind alongside founder work.
- Connect a diligence question to the fund ticker it concerns.
- Make the data retrieval a direct next step from the discussion.
- Reduce context switching during research.
Setup
Build it in a few focused steps.
- 1Connect Slack and EODHD apis to Notis once through the portal.
- 2Create an automation in the portal, or ask Notis to configure it in plain language.
- 3Give Notis one instruction to retrieve mutual funds data for the ticker in a Slack diligence request.
- 4Select the Slack channel message trigger and choose a reporting channel.
- 5Test with a real diligence message containing a mutual fund ticker.
Questions about this workflow
Does this compare multiple funds?
The selected action retrieves mutual funds data for a specified symbol. Keep each request clear about its ticker.
Can Slack users ask follow-up questions?
A new channel message can trigger a lookup when it clearly requests mutual fund data for a ticker.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Eodhd apis. A trigger fires from one place; an action lands in another.
Slack triggers
Eodhd apis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Macro Indicators
Tool to retrieve macroeconomic indicators data. use when you need country-level economic indicators across a date range. use after confirming the api token is set.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Mutual Funds Data
Tool to retrieve mutual funds data for a specified symbol. use after confirming the mutual fund ticker symbol.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Get Real-Time FOREX WebSocket Stream
Tool to retrieve real-time data for forex via websocket. use when you need live price updates for specific currency pairs.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Real-time WebSocket US Trades
Tool to retrieve real-time trade data for the us market via websocket. use when live updates for specific us symbols are required. example: subscribe to ['aapl', 'goog'].
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slack and Eodhd apis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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