Recheck portfolio consensus after every version change
A revised portfolio review gets current analyst targets before the next decision meeting.
Trigger
New Version Created
Trigger that fires when a new version of a specified OneDrive file is created.
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
Portfolio files can be revised several times while the supporting consensus data stays unchanged.
- Keeps holdings context current
- Supports review meetings
- Reduces repeated analyst searches
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Benzinga in Notis once.
- 2Create an automation named Portfolio consensus recheck.
- 3Tell Notis to identify holdings in the new file version and retrieve current Benzinga consensus ratings and price targets.
- 4Choose the OneDrive New Version Created trigger and set the report destination.
- 5Test it with one portfolio file version.
Questions about this workflow
Can it handle a portfolio list?
Yes, provide readable ticker symbols and describe any grouping or date scope.
Does it recommend trades?
No. It supplies consensus data for your own review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Benzinga. A trigger fires from one place; an action lands in another.
One drive triggers
Benzinga actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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