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Keep analyst context ready after an investor email

Use a sent investor message as a reminder to gather the consensus context you may need next.

Trigger

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

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

After sending a detailed investor response, the next research step can get lost among newer email and work.

  • Use a sent email as a prompt to gather consensus for its named ticker.
  • Keep relevant targets and ratings in the run report for later reference.
  • Surface missing ticker information rather than assuming.

Setup

Build it in a few focused steps.

  • 1Connect Gmail and Benzinga once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3In one instruction, ask Notis to review sent investor emails for a ticker, retrieve Benzinga consensus ratings and targets for the relevant date range, and place the summary in the run report.
  • 4Pick Email Sent as the trigger and choose where run reports go.
  • 5Test with one real sent investor email that names a ticker.

Questions about this workflow

Does this send another email?

No. It retrieves consensus data and places the summary in the run report.

What if the sent message contains several tickers?

Instruct Notis to report each clearly named ticker separately and flag any ambiguous references.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Gmail 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

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

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 Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

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

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

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.

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

When this happens · Trigger

Do this · Action

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