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Summarize earnings calls from Zendesk questions

Give investor and customer questions a transcript based answer path.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

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

Finding the right quarter and reading a full transcript slows down time sensitive replies.

  • Reduce transcript search time
  • Keep quarter context explicit
  • Surface sentiment signals for review

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Alpha Vantage once in the Notis portal.
  • 2Create an automation describing the transcript summary and sentiment points.
  • 3Choose New Zendesk Ticket as the trigger.
  • 4Pick a report channel and test with a ticket containing a symbol and quarter.

Questions about this workflow

What must the ticket include?

The company symbol and earnings quarter should be clear; otherwise ask the requester to confirm them.

Does Notis publish the transcript?

It reports a summary and signals unless you explicitly request another Zendesk action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zendesk triggers

Alpha vantage actions

Recurring trigger

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

TriggerScheduled

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Webhook trigger

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TriggerInstant

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TriggerPolling

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COTTON

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ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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