Monday morning dividend and IPO calendar in Notion

By General Input

Every Monday at 7am ET, get a one-page research note covering the week's watchlist dividends and upcoming IPOs, published to your Notion database.

Integrations

  • Massive
  • Google Sheets
  • Notion

Type

Agentic Task

Categories

  • Finance
  • Personal Productivity

Every Monday at 7:00 AM Eastern Time, run an agent that publishes a one-page corporate-actions research note to my Notion research database covering the upcoming week.

Trigger: cron, Monday at 7:00 AM America/New_York.

Step 1. Read my watchlist from Google Sheets using Get Values. The spreadsheet ID and range (for example 'Watchlist!A2:A') are configured in the workflow. Treat each non-empty cell as a stock ticker symbol.

Step 2. Compute the week window as this Monday's date through the upcoming Friday's date in ISO format.

Step 3. For dividends, call Massive's List Dividends once per watchlist ticker, filtered to ex_dividend_date between Monday and Friday of the current week. Capture ticker, ex-dividend date, cash amount, frequency (annual, quarterly, monthly), and indicated yield. Skip tickers with no matching dividend.

Step 4. For IPOs, call Massive's List IPOs once, filtered to events with a listing or pricing date in the same Monday-to-Friday window. For each IPO returned, call Massive's Get Ticker Details to fetch company name, description, and exchange, and call Massive's List News Articles (limit about 3 per ticker) to extract one or two sentences of business context. Skip the news call if no articles exist.

Step 5. Use Notion's Create a Page to publish a new page into the Research database (database ID is configured in the workflow). Page title format: 'Corporate Actions: <Mon DD> – <Mon DD>, YYYY' for the week range. Page body structure:

• A 'Dividends this week' section grouped by ex-date day, with one bullet per holding listing ticker, ex-date, cash amount, frequency, and indicated yield.

• An 'IPOs this week' section listing each offering with company name, ticker, expected price range, shares offered, exchange, and a one to two sentence business description sourced from the ticker details and news.

If the dividends section is empty, write 'No dividend events for watchlist holdings this week.' under that heading. If the IPO section is empty, write 'No IPOs pricing or beginning trading this week.' under that heading. The page must still publish even when both sections are empty so the Monday cadence stays reliable.

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