Answer balance sheet questions in Slack
Get the fiscal context your team needs without leaving the conversation.
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
Balance Sheet
Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
Why this helps
Finance questions stall when the right statement is buried in another research workflow.
- Shorten finance research loops
- Compare annual and quarterly context
- Create a reusable summary format
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Alpha Vantage once in Notis.
- 2Create an automation named Balance Sheet Snapshot.
- 3Tell Notis to identify the company symbol, retrieve annual and quarterly balance sheet data, and summarize material changes.
- 4Pick Channel Message Received as the trigger.
- 5Choose the report destination, then test with one real finance question.
Questions about this workflow
Does the requester need to provide a symbol?
The symbol is needed for a reliable Alpha Vantage lookup, so ask for it when absent.
Can it compare periods?
Yes. Instruct Notis to compare the returned annual and quarterly records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Alpha vantage. A trigger fires from one place; an action lands in another.
Slackbot 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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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
ALUMINUM
Tool to fetch global aluminum prices. use when you need monthly, quarterly, or annual lme aluminum price data.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Balance Sheet
Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
COPPER
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Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Corn
Tool to retrieve global price of corn in monthly, quarterly, and annual intervals. use after verifying api key when you need historical corn price data.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
COTTON
Tool to retrieve global cotton prices in monthly, quarterly, and annual intervals. use when you need historical cotton price data.
Connect any two apps with Notis in the middle.
Slackbot and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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