Keep investment theses aligned with analyst consensus
Update your thesis in Coda and receive a fresh consensus check automatically.
Trigger
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Action
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.
Why this helps
A thesis can change while analyst ratings and price targets remain unchecked.
- Catch sentiment changes after thesis edits
- Compare ratings and price targets
- Reduce repetitive analyst research
Setup
Build it in a few focused steps.
- 1Connect Coda and Benzinga in Notis once.
- 2Create an automation for thesis review.
- 3Tell Notis to inspect the updated page and summarize Benzinga consensus ratings and price targets for its tickers.
- 4Choose Specific Coda Page Updated as the trigger and select a report channel.
- 5Test by making one real thesis edit.
Questions about this workflow
Does Notis change the Coda thesis?
This workflow produces a report; it does not assume a Coda write action.
What if a ticker has no consensus data?
Notis can flag the missing coverage in the report.
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.
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Webhook trigger
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Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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.
New Coda Document Trigger
Triggers when a new Coda document is created.
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New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Get Economics
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Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
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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.
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.
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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