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Notis

Turn an earnings transcript request into clear notes

Send the company symbol and quarter in WhatsApp. Notis retrieves the transcript and distills its main points.

Trigger

New Message Received

Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.

Action

Earnings Call Transcript

Tool to retrieve the earnings call transcript for a given company and quarter. use after confirming symbol and quarter. returns full transcript text and associated llm-based sentiment signals.

Why this helps

Long transcripts take time to retrieve and review, and the quarter or symbol can be easy to overlook.

  • Retrieves a transcript when the request identifies a company symbol and quarter.
  • Condenses transcript themes and returned sentiment signals into readable notes.
  • Surfaces missing symbol or quarter details for follow-up.

Setup

Build it in a few focused steps.

  • 1Connect WhatsApp and Alpha Vantage once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to retrieve and summarize the Alpha Vantage earnings call transcript for the symbol and quarter requested in an incoming WhatsApp message, asking for missing details when needed.
  • 4Pick the WhatsApp New Message Received trigger and choose where run reports should go.
  • 5Test with one real request that includes a company symbol and quarter.

Questions about this workflow

What details does the request need?

Include the company symbol and quarter so Notis can request the intended transcript.

Can it summarize a quarter if no transcript is available?

No. It can summarize the transcript and signals returned by Alpha Vantage, and report when the requested transcript is unavailable.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Whatsapp to Alpha vantage. A trigger fires from one place; an action lands in another.

Whatsapp triggers

Alpha vantage actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get All Commodities Price Index

Tool to retrieve the global price index of all commodities. use when you need monthly, quarterly, or annual aggregated price index data for commodities.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

ALUMINUM

Tool to fetch global aluminum prices. use when you need monthly, quarterly, or annual lme aluminum price data.

ActionInstant

Message Status Updated

Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks

TriggerPolling

Balance Sheet

Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.

ActionInstant

New Message Received

Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.

TriggerInstant

Brent Crude Oil Prices

Tool to fetch brent crude oil prices. use when you need daily, weekly, or monthly brent price data.

ActionInstant

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

TriggerInstant

Global Coffee Price

Tool to retrieve the global coffee price series. use when you need historical monthly, quarterly, or annual coffee prices.

ActionInstant

Message Template Status Update

Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.

TriggerInstant

COPPER

Tool to fetch global price of copper in monthly, quarterly, and annual intervals. use when you need historical copper price series for analysis.

ActionInstant

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.

ActionInstant

COTTON

Tool to retrieve global cotton prices in monthly, quarterly, and annual intervals. use when you need historical cotton price data.

ActionInstant

Connect any two apps with Notis in the middle.

Whatsapp and Alpha vantage, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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