Turn a new prospect attachment into focused company research
A new document can be the cue to prepare concise context before the next conversation.
Trigger
New Prospect Resume Attachment Added
Triggers when a new resume/attachment is added to a specific prospect profile. This trigger monitors a prospect's resume attachments and fires when new attachments are detected.
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
Research gets delayed when document review and company preparation live in separate workflows.
- Prepare for conversations faster
- Capture management themes
- Reduce scattered research
Setup
Build it in a few focused steps.
- 1Connect Workday and Alpha Vantage once in Notis.
- 2Create the automation and name the company and quarter to review.
- 3Pick the Workday New Prospect Resume Attachment Added trigger.
- 4Choose where reports should go.
- 5Test with one new attachment.
Questions about this workflow
Can the resume itself be analyzed?
This workflow uses the resume event as a trigger; the transcript action analyzes the specified company call.
What inputs are required?
Provide the company symbol and quarter in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Alpha vantage. A trigger fires from one place; an action lands in another.
Workday 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.
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Connect any two apps with Notis in the middle.
Workday and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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