Add consensus ratings when an investment note is ready
Complete the missing section, then receive current ratings and price target consensus.
Trigger
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
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
Investment notes often get finished without a final sentiment check against analyst expectations.
- Adds a final sentiment checkpoint
- Shows ratings and price target consensus
- Reduces forgotten validation steps
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Benzinga in Notis.
- 2Create an automation named Filled Note Consensus Check.
- 3Tell Notis to retrieve consensus ratings for the ticker or tickers named in the completed document.
- 4Pick Document Placeholder Filled as the trigger and choose a report channel.
- 5Test by filling one configured placeholder.
Questions about this workflow
What if the document names several tickers?
Tell Notis to review each clearly identified ticker and summarize them separately.
What counts as a filled placeholder?
The trigger fires when the configured token or pattern is no longer present.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Benzinga. A trigger fires from one place; an action lands in another.
Google Docs triggers
Benzinga actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
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.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
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.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
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Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
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.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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.
Google Docs and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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