Keep a date-specific rate baseline with the budget
A recurring baseline can make budget assumptions easier to revisit without rebuilding the reference each month.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Historical Exchange Rates
Tool to retrieve historical exchange rate data for past dates going back to 1996. Use when you need to access exchange rates for a specific historical date with a base currency.
Why this helps
Budget reviews lose context when the rate behind an assumption is not easy to find later.
- Retrieve a rate reference for a defined historical date.
- Keep budget context easier to explain at review time.
- Reduce repeated searching for the original assumption.
Setup
Build it in a few focused steps.
- 1Connect Writer and CurrencyScoop to Notis once in the portal.
- 2Create an automation in the portal or tell Notis what you want in plain language.
- 3Ask Notis to read the baseline date and currencies in the Writer budget note, retrieve historical rates for that date, and summarize the reference.
- 4Select a monthly schedule and choose a channel for run reports.
- 5Test with one real budget note and verify the chosen date and base currency.
Questions about this workflow
Can I use a fixed baseline date?
Yes. State the intended date in the Writer note or in the prompt.
Does it forecast a budget?
No. It retrieves historical rates for reference alongside your existing assumptions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Writer to CurrencyScoop. A trigger fires from one place; an action lands in another.
Writer triggers
CurrencyScoop actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Convert Currency
Tool to perform a single currency conversion from one currency to another for a specified amount. Use when you need to convert a specific amount between two currencies using mid-market rates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Currencies
Tool to retrieve all supported currencies including their names and countries. Use when you need information about available currencies, either fiat or crypto.
Get Historical Exchange Rates
Tool to retrieve historical exchange rate data for past dates going back to 1996. Use when you need to access exchange rates for a specific historical date with a base currency.
Get Latest Exchange Rates
Tool to get real-time exchange rates for all supported currencies with a specified base currency. Use when you need current exchange rates for currency conversions or financial calculations.
Get Timeseries Exchange Rates
Tool to retrieve historical exchange rates for a given time period between start and end dates. Use when you need exchange rates for multiple dates in a date range for trend analysis or historical comparisons.
Connect any two apps with Notis in the middle.
Writer and CurrencyScoop, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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