Turn fund review notes into data retrieval
Move from a brief ticker mention to a useful review starting point while the request is in view.
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 quick note to review a fund later can disappear beneath newer messages and urgent work.
- Turn a written review cue into a data lookup.
- Keep the fund symbol attached to the request.
- Make it easier to return to the review with relevant data retrieved.
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 create it from a conversation.
- 3Write one instruction for Notis to retrieve mutual funds data when a Slack message asks for a review and includes a ticker.
- 4Choose the Slack channel message trigger and select the run-report channel.
- 5Test with a real review request that includes a fund ticker.
Questions about this workflow
Will this complete the fund review?
It retrieves mutual funds data for the ticker. A review or investment decision remains a separate task.
What makes a request actionable?
A clear request to review and the relevant mutual fund 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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