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Review earnings dates and reported results for selected clients

Keep the next reporting dates and available earnings figures in the recurring review you already run.

Trigger

Recurring schedule

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

Action

Get Earnings Calendar V2.1

Retrieves upcoming earnings dates, estimates, and actuals.

Why this helps

Keeping reporting dates and earnings outcomes straight across a client list takes repeated manual calendar checks.

  • Review dates and available estimates and actuals for selected companies.
  • Use a recurring report to reduce repeated calendar searches.
  • Keep the workflow scoped to the client companies named in the prompt.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Benzinga once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis which client companies or tickers to check, the reporting window, and how to summarize dates, estimates, and actuals.
  • 4Choose a recurring schedule trigger and select where run reports should go.
  • 5Test with one real ticker and confirm the returned calendar data covers the intended reporting window.

Questions about this workflow

Does the action provide earnings estimates and actuals?

It retrieves earnings calendar data, including dates, estimates, and actuals when available.

Can the report cover all AgencyZoom clients automatically?

Only if the relevant client companies or tickers can be identified from the context available to the automation. Otherwise, specify the intended list in the prompt.

Can I choose how often the report runs?

Yes. Select a recurring schedule trigger in the Notis automation setup.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Agencyzoom 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

Provides access to real-time earnings calendar updates.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Conference Calls V2.1

Retrieves conference call data for a selected period or security.

ActionInstant

Get Consensus Ratings

Retrieves analyst consensus ratings and price targets for a stock.

ActionInstant

Get Earnings Calendar V2.1

Retrieves upcoming earnings dates, estimates, and actuals.

ActionInstant

Get Economics Calendar V2.1

Retrieves economic calendar events, including actual, forecast, and prior values.

ActionInstant

Get Newsfeed Stream

Provides access details for real-time newsfeed updates.

ActionInstant

Get News Channels

Lists the available news channels and their categories.

ActionInstant

Get Analyst Ratings V2.1

Retrieves analyst ratings, including upgrades, downgrades, and price target changes.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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