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Add currency movement context to revenue planning

Review historical rate movement alongside the markets your revenue plan depends on.

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

Revenue planning can overlook currency movement when the period's rates are spread across multiple sources.

  • Collect period-based rates for the markets in the plan.
  • Summarize historical direction as planning context.
  • Keep quarterly preparation focused and repeatable.

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 desired workflow conversationally.
  • 3Ask Notis to read the Writer global revenue note, retrieve quarterly timeseries rates for its currencies, and summarize the movement.
  • 4Choose a quarterly trigger schedule and select a channel for reports.
  • 5Test with a completed quarter and confirm the selected period and markets.

Questions about this workflow

Does the trend explain changes in revenue?

It provides historical exchange-rate context, not a causal revenue analysis.

Can I use the latest quarter automatically?

Describe the desired quarter in the prompt and set a recurring schedule for the review.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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

Save your first hour today.

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No card. Works with personal or business CurrencyScoop.