Audit analyst ratings after sending an investment note
Close the loop on market messages with current rating evidence.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
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.
Why this helps
You send a view before checking whether recent analyst actions changed the context.
- Catch recent upgrades and downgrades
- Improve follow-up quality
- Keep outbound context searchable
Setup
Build it in a few focused steps.
- 1Connect Outlook and Benzinga once.
- 2Create an automation that reads each sent message and fetches analyst rating actions for any ticker it mentions.
- 3Pick New Sent Message as the trigger.
- 4Choose where run reports go and test with one real note.
Questions about this workflow
Can it focus on ratings after a certain date?
Yes. Include the cutoff date in the instruction.
Does it change the sent message?
No. It returns a research report for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Benzinga. A trigger fires from one place; an action lands in another.
Outlook 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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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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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Tool to stream real-time news events via websocket. use when you need immediate updates to news as they are created, updated, or removed.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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