Monday morning dividend and IPO calendar in Notion
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.
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.
Additional information
What does this prompt do?
- Reads your watchlist of tickers from a Google Sheets tab so you control the list in one place.
- Pulls every cash dividend with an ex-date landing between Monday and Friday of the current week, with amount, frequency, and indicated yield.
- Pulls every IPO pricing or starting trading this week, with expected price range, share count, exchange, and a one or two sentence business note.
- Publishes a one-page research note to your Notion research database, grouped by day, so it lands before the market opens.
What do I need to use this?
- A Massive (formerly Polygon.io) account with an API key for stock market data.
- A Google Sheet with your watchlist tickers in a single column, and access to the sheet from your Google account.
- A Notion workspace with a research database the agent can write a new page into each week.
How can I customize it?
- Change the schedule, for example Sunday night or twice a week instead of Monday morning.
- Add or remove fields on the note, like indicated yield, dividend frequency, IPO share count, or the offering exchange.
- Filter the IPO list to specific exchanges, a minimum offering size, or a target price range so you only see what matters to you.
Frequently asked questions
What happens if my watchlist has no dividends or IPOs in a given week?
Where does the watchlist come from?
Do I need a paid Massive plan?
Can I publish the note somewhere besides Notion?
Does this cover international tickers?
Start every week with the corporate actions on your radar.
Connect Massive, Google Sheets, and Notion once, and Geni publishes the dividend and IPO calendar to your research database every Monday at 7am ET.