Check analyst rating actions at a task handoff
A task's move into a review section can cue a quick check of recent or upcoming analyst actions.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
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.
Why this helps
At handoff time, teams often need current analyst action details but have to restart the research from scratch.
- Check rating actions around a handoff point.
- Retrieve price targets and analyst details when available.
- Keep the handoff report connected to the task event.
Setup
Build it in a few focused steps.
- 1Connect Asana and Benzinga once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide a name and prompt.
- 3Ask Notis to use the ticker in a moved task to retrieve relevant Benzinga analyst rating actions, targets, and analyst details, and flag a missing ticker.
- 4Pick Asana Task Moved to Section as the trigger and choose a report channel.
- 5Test with one real task move that has a ticker in its content.
Questions about this workflow
Can the automation detect a particular section by itself?
The trigger is the Asana Task Moved to Section event. Users pick the available trigger in Notis; they do not build filters. Describe the desired handling in the prompt.
Does it provide consensus ratings?
This workflow uses the analyst ratings calendar action for rating actions and details. Consensus ratings are a separate Benzinga action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Benzinga. A trigger fires from one place; an action lands in another.
Asana triggers
Benzinga actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Asana and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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