Add analyst consensus to your document review
Review analyst sentiment and price targets without reopening a stack of tabs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Consensus Ratings
Retrieves analyst consensus ratings and price targets for a stock.
Why this helps
Company names in a document are easy to spot, but checking each one for current analyst consensus takes another round of research.
- Retrieve consensus ratings and price targets for identified tickers over a chosen date range.
- Keep the summary tied to the document details that prompted the research.
- See when a company could not be matched to a ticker or returned data is missing.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Benzinga once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to retrieve consensus ratings and price targets for tickers in the Affinda-processed document details over a specified date range, and summarize the results.
- 4Pick the webhook trigger and provide the request with the relevant extracted document details and date range.
- 5Choose where run reports go, then test with one real document example.
Questions about this workflow
Can this infer a date range?
Specify the date range in your instruction or request. The workflow should identify it as missing if it is not supplied.
Will it make an investment recommendation?
No. It summarizes the returned consensus ratings and targets without treating them as personalized financial advice.
What happens if the document contains company names but no tickers?
Ask Notis to resolve names when possible and flag uncertain matches rather than guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Benzinga. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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