Add analyst rating context to updated Box research
A revised investment file can trigger a fresh look at analyst actions for the companies it covers.
Trigger
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
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
A document revision can prompt another review, but analysts may have changed ratings or targets since the last pass.
- Retrieve analyst rating actions for companies in a revised file.
- Keep review reports connected to the updated document context.
- Make it easier to spot rating details that may deserve a second look.
Setup
Build it in a few focused steps.
- 1Connect Box and Benzinga once in the Notis portal.
- 2Create a new automation in Automations, then New Automation.
- 3Describe the outcome: identify companies in each newly versioned Box file, retrieve related Benzinga analyst rating calendar entries, and summarize rating actions and targets.
- 4Pick the Box New File Version Uploaded trigger and choose where run reports go.
- 5Test with one real updated research file.
Questions about this workflow
Does the trigger compare document versions?
The Box trigger detects a new version. This workflow uses the file context to retrieve analyst rating activity; it does not claim to compare document contents.
What details can the report include?
It can summarize retrieved rating actions, price targets, analyst details, and timing when available from Benzinga.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Benzinga. A trigger fires from one place; an action lands in another.
Box triggers
Benzinga actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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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.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
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Connect any two apps with Notis in the middle.
Box and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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