Add analyst context to your priority account list
Start the week with a focused view of analyst sentiment around the accounts you care about.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Consensus Ratings
Retrieves analyst consensus ratings and price targets for a stock.
Why this helps
Analyst sentiment is scattered across research tasks, making it easy to overlook useful context before an important conversation.
- Review analyst sentiment for selected accounts in one report.
- Include price target context when Benzinga returns it.
- Keep scheduled research focused on priority prospects.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Benzinga once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Ask Notis to review your chosen Aeroleads leads and retrieve Benzinga consensus ratings for accounts with known tickers.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real lead that has a ticker symbol.
Questions about this workflow
Which accounts are checked?
Tell Notis which Aeroleads leads or prospect segment to review in the automation instruction.
What if a lead has no ticker?
Notis can flag the missing ticker and omit the consensus lookup for that account.
Are ratings a recommendation to invest?
No. The automation summarizes retrieved analyst consensus data as research context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Benzinga. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Benzinga actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Calendar Earnings Stream
Provides access to real-time earnings calendar updates.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Conference Calls V2.1
Retrieves conference call data for a selected period or security.
Get Consensus Ratings
Retrieves analyst consensus ratings and price targets for a stock.
Get Earnings Calendar V2.1
Retrieves upcoming earnings dates, estimates, and actuals.
Get Economics Calendar V2.1
Retrieves economic calendar events, including actual, forecast, and prior values.
Get Newsfeed Stream
Provides access details for real-time newsfeed updates.
Get News Channels
Lists the available news channels and their categories.
Get Analyst Ratings V2.1
Retrieves analyst ratings, including upgrades, downgrades, and price target changes.
Connect any two apps with Notis in the middle.
Aeroleads and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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