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Build a quarterly analyst baseline

Capture a consistent snapshot of consensus ratings and targets before the next quarter begins.

Trigger

Recurring schedule

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

Action

Get Consensus Ratings

Tool to get consensus analyst ratings and price targets for a specified ticker over a date range. use when you need to gauge analyst sentiment and target price consensus for investment decisions.

Why this helps

Long term comparisons lose value when each quarter uses a different research process.

  • Create comparable quarterly snapshots
  • Track shifts in consensus
  • Make long term reviews easier

Setup

Build it in a few focused steps.

  • 1Connect 1Password and Benzinga in the Notis portal.
  • 2Create an automation describing the tickers and quarterly baseline format.
  • 3Choose a recurring schedule as the trigger.
  • 4Select the run report channel.
  • 5Test with one real quarter end.

Questions about this workflow

Can the baseline cover several tickers?

Yes. Include the ticker list in your instruction.

Can the report include price targets?

Yes. Benzinga consensus data includes price targets when available.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 1password to Benzinga. A trigger fires from one place; an action lands in another.

1password triggers

Benzinga actions

Recurring trigger

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

TriggerScheduled

Get Calendar Earnings Stream

Tool to subscribe to real-time earnings calendar events via websocket. use when you need immediate updates as reports are announced.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Conference Calls

Tool to retrieve upcoming and historical conference call details such as times, tickers, and webcast urls. use when filtering conference calls by date range or ticker symbols.

ActionInstant

Get Consensus Ratings

Tool to get consensus analyst ratings and price targets for a specified ticker over a date range. use when you need to gauge analyst sentiment and target price consensus for investment decisions.

ActionInstant

Get Earnings Calendar V2.1

Tool to retrieve earnings calendar data (v2.1). use when you need dates, estimates, and actuals for upcoming earnings events.

ActionInstant

Get Economics

Tool to retrieve economic calendar events including actual, consensus, and prior values and importance. use when filtering by date, country, importance, or updated timestamp.

ActionInstant

Get Newsfeed Stream

Tool to stream real-time news events via websocket. use when you need immediate updates to news as they are created, updated, or removed.

ActionInstant

Get Analyst Ratings

Tool to fetch analyst ratings calendar data including rating actions, price targets, and analyst details. use when querying upcoming or historical analyst ratings.

ActionInstant

Get Removed

Tool to retrieve removed or cancelled calendar events. use when you need to identify calendar items removed for specific event types or filtered by removal timestamp.

ActionInstant

Connect any two apps with Notis in the middle.

1password and Benzinga, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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