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Create Benzinga earnings briefs from new Coda watchlists

Drop a ticker watchlist into Coda and get the next earnings events in one clear update.

Trigger

New Coda Document Trigger

Triggers when a new Coda document is created.

Action

Get Earnings Calendar V2.1

Tool to retrieve earnings calendar data (v2.1). use when you need dates, estimates, and actuals for upcoming earnings events.

Why this helps

Earnings dates and estimates are easy to miss when watchlists live in scattered documents.

  • Reduce manual earnings lookups
  • See dates, estimates, and actuals together
  • Keep market research tied to a single Coda source

Setup

Build it in a few focused steps.

  • 1Connect Coda and Benzinga in Notis once.
  • 2Create an automation named for your earnings watchlist.
  • 3Tell Notis to read tickers from each new Coda document and summarize upcoming Benzinga earnings data.
  • 4Choose New Coda Document as the trigger and select a report channel.
  • 5Test with one real watchlist document.

Questions about this workflow

What should the new Coda document contain?

Include ticker symbols and any context you want Notis to use when framing the earnings brief.

Can the brief include past earnings results?

Yes. Ask Notis to include available actuals alongside upcoming dates and estimates.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Coda 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

Tool to subscribe to real-time earnings calendar events via websocket. use when you need immediate updates as reports are announced.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Conference Calls

Tool to retrieve upcoming and historical conference call details such as times, tickers, and webcast urls. use when filtering conference calls by date range or ticker symbols.

ActionInstant

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

TriggerPolling

Get Consensus Ratings

Tool to get consensus analyst ratings and price targets for a specified ticker over a date range. use when you need to gauge analyst sentiment and target price consensus for investment decisions.

ActionInstant

New Coda Document Trigger

Triggers when a new Coda document is created.

TriggerPolling

Get Earnings Calendar V2.1

Tool to retrieve earnings calendar data (v2.1). use when you need dates, estimates, and actuals for upcoming earnings events.

ActionInstant

New Coda Page Trigger

Triggers when a new page is added to a Coda document.

TriggerPolling

Get Economics

Tool to retrieve economic calendar events including actual, consensus, and prior values and importance. use when filtering by date, country, importance, or updated timestamp.

ActionInstant

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

TriggerPolling

Get Newsfeed Stream

Tool to stream real-time news events via websocket. use when you need immediate updates to news as they are created, updated, or removed.

ActionInstant

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.

ActionInstant

Get Removed

Tool to retrieve removed or cancelled calendar events. use when you need to identify calendar items removed for specific event types or filtered by removal timestamp.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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