Bring historical movement into the quarterly review
Get a period-based view of relevant currency movement ready for your regular exposure review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Quarterly reviews often arrive with scattered rate notes that take time to reconstruct and compare.
- Gather rates over the quarter in one scheduled run.
- Summarize historical movement for the currencies in the note.
- Make a recurring financial review easier to prepare.
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 your goal conversationally.
- 3Ask Notis to read the Writer exposure note, retrieve timeseries rates for the quarter for its currencies, and summarize the movement.
- 4Choose a quarterly schedule and select the channel for run reports.
- 5Test with one completed quarter and verify its date range and currency coverage.
Questions about this workflow
Does this workflow assess risk?
It summarizes historical rate movement as review context; it does not make a risk decision.
Can I use another time period?
Yes. Describe the period in the prompt and select a schedule that matches your review cadence.
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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