Create income statement snapshots from chat
Move from a company mention to a useful financial snapshot without hunting through filings.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Income Statement
Tool to fetch annual and quarterly income statements. use after confirming the company symbol.
Why this helps
Financial statement requests get lost between chat messages and research tabs.
- Compare annual and quarterly performance
- Keep analysis attached to the chat request
- Reduce repetitive statement lookups
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Alpha Vantage in Notis once.
- 2Create an automation named WhatsApp income statement snapshot.
- 3Tell Notis to confirm the company symbol, retrieve annual and quarterly income statements, and summarize meaningful changes.
- 4Pick New WhatsApp Message Received as the trigger and select a report channel.
- 5Test with one message that includes a company symbol.
Questions about this workflow
Can the automation use a company name?
Yes, ask Notis to resolve the name to a symbol and ask for confirmation if ambiguous.
Does Alpha Vantage provide both annual and quarterly data?
The Income Statement action is designed for annual and quarterly statements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Alpha vantage. A trigger fires from one place; an action lands in another.
Timelinesai 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.
Timelinesai and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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