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Keep a regular cadence for ratings checks

Let a weekly MarketBeat ratings lookup bring your portfolio research back into focus without relying on memory.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get analyst ratings

Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.

Why this helps

Ratings checks are easy to postpone when no single event reminds you to revisit every position.

  • Creates a predictable review rhythm for ratings.
  • Reduces the need to remember which companies need another look.
  • Brings recurring research follow-up to a chosen channel.

Setup

Build it in a few focused steps.

  • 1Connect Notion and MarketBeat to Notis once in the portal.
  • 2Create the automation in the portal or tell Notis conversationally what you want to happen weekly.
  • 3Give one plain-language instruction to retrieve MarketBeat ratings for the portfolio research tracked in Notion.
  • 4Select a recurring schedule, then choose a channel for run reports.
  • 5Test with one real company in your portfolio research context.

Questions about this workflow

Can this run on a weekly schedule?

Yes. Choose a recurring schedule as the automation trigger.

Does this make investment decisions?

No. It retrieves ratings for your review; you decide how to interpret them.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Notion triggers

MarketBeat actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get financial statements

Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.

ActionInstant

Webhook trigger

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

TriggerInstant

Get institutional ownership

Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.

ActionInstant

All Page Events

Triggers when any Notion page is created or updated across the workspace.

TriggerPolling

Get analyst ratings

Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.

ActionInstant

Comment Created

Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.

TriggerInstant

Get insider trades

Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.

ActionInstant

New Comment

Triggers when a new comment is added to a specified Notion block or page.

TriggerPolling

Search stocks

Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.

ActionInstant

Database Created

Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.

TriggerInstant

Get options chain

Track comprehensive stock market data including real-time overviews, analyst ratings, earnings reports, insider trades, and institutional ownership across thousands of companies. Search stocks, analyze financial statements and profitability metrics, monitor short interest, explore options chains, and stay updated with market headlines and competitor analysis.

ActionInstant

Data Source Created

Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.

TriggerInstant

Data Source Schema Updated

Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.

TriggerInstant

Connect any two apps with Notis in the middle.

Notion and MarketBeat, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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