Review analyst actions after a research update
Keep the latest rating actions beside the latest version of the work.
Trigger
Card Updated Trigger
Triggered when a specific card is updated
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
A revised research card can invalidate the analyst context captured earlier.
- Refreshes rating action context
- Shows relevant target changes
- Shortens the post edit review
Setup
Build it in a few focused steps.
- 1Connect Trello and Benzinga once in Notis.
- 2Create an automation named Updated Card Analyst Action Review.
- 3Tell Notis to fetch Benzinga analyst ratings for the updated card's ticker and summarize new actions, targets, and analyst details that affect the research.
- 4Pick Card Updated Trigger for the specific card.
- 5Choose a report channel and test with one real card update.
Questions about this workflow
Can the workflow handle a changed ticker?
Yes, if the updated card clearly identifies the new ticker.
Does it provide investment advice?
It reports available Benzinga data and your requested summary; your team makes the decision.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Benzinga. A trigger fires from one place; an action lands in another.
Trello triggers
Benzinga actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Card Updated Trigger
Triggered when a specific card is updated
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Connect any two apps with Notis in the middle.
Trello and Benzinga, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Benzinga.