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Add company fundamentals after participant activity

A new participant can cue the company context needed for a thoughtful follow-up.

Trigger

New Meeting Participant

Triggers when a new participant appears in a past meeting's participant report.

Action

Income Statement

Tool to fetch annual and quarterly income statements. use after confirming the company symbol.

Why this helps

Participant follow-up often starts without enough business context.

  • Improves follow-up preparation
  • Automates fundamental research
  • Creates consistent context briefs

Setup

Build it in a few focused steps.

  • 1Connect Zoom and Alpha Vantage in Notis once.
  • 2Create an automation.
  • 3Tell Notis to retrieve and summarize annual and quarterly income statements for the relevant symbol.
  • 4Pick New Meeting Participant, event 21024.
  • 5Choose where reports go and test with one participant event.

Questions about this workflow

How is the relevant company identified?

Provide the symbol in the automation instruction or prompt.

Does this send anything to the participant?

No. It creates a report in your selected channel.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zoom triggers

Alpha vantage actions

Recurring trigger

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

TriggerScheduled

Get All Commodities Price Index

Tool to retrieve the global price index of all commodities. use when you need monthly, quarterly, or annual aggregated price index data for commodities.

ActionInstant

Webhook trigger

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

TriggerInstant

ALUMINUM

Tool to fetch global aluminum prices. use when you need monthly, quarterly, or annual lme aluminum price data.

ActionInstant

Daily Usage Report Changed

Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed

TriggerPolling

Balance Sheet

Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.

ActionInstant

Meeting Details Changed

Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates

TriggerPolling

Brent Crude Oil Prices

Tool to fetch brent crude oil prices. use when you need daily, weekly, or monthly brent price data.

ActionInstant

Meeting Recording Changed

Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files

TriggerPolling

Global Coffee Price

Tool to retrieve the global coffee price series. use when you need historical monthly, quarterly, or annual coffee prices.

ActionInstant

Meeting Summary Created or Updated

Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting

TriggerPolling

COPPER

Tool to fetch global price of copper in monthly, quarterly, and annual intervals. use when you need historical copper price series for analysis.

ActionInstant

New Cloud Recording

Triggers when a new cloud recording meeting instance appears for a user.

TriggerPolling

Corn

Tool to retrieve global price of corn in monthly, quarterly, and annual intervals. use after verifying api key when you need historical corn price data.

ActionInstant

New Meeting Created

Triggers when a new Zoom meeting is created for a user.

TriggerPolling

COTTON

Tool to retrieve global cotton prices in monthly, quarterly, and annual intervals. use when you need historical cotton price data.

ActionInstant

Connect any two apps with Notis in the middle.

Zoom and Alpha vantage, 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 Alpha vantage.