Spot portfolio headlines that deserve a closer look
Get factual headline context for your holdings, with uncertainties clearly called out.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send message
Send a text message to a whatsapp number. note: the message will reflect on the recipient's phone number only if they have texted first.
Why this helps
A busy schedule can make it hard to notice when new coverage raises questions about a company you hold.
- Focus the review on holdings you provide.
- Separate reported facts from uncertainty in the summaries.
- Keep potential follow-up items together in WhatsApp.
Setup
Build it in a few focused steps.
- 1Connect Benzinga and WhatsApp once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis to create it from any channel.
- 3In one instruction, name the holdings and ask for factual headlines that may merit review, with unknowns labeled clearly.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with a real example and review the summary before using it as a monitoring aid.
Questions about this workflow
Does this tell me what to buy or sell?
No. It summarizes reported news for review and should not be treated as personalized financial advice.
What if Benzinga has no relevant coverage?
Ask Notis to say that no relevant headline was found in the lookup rather than filling the message with guesses.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Benzinga to Whatsapp. A trigger fires from one place; an action lands in another.
Benzinga triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Benzinga and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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