Prepare analyst context before recurring meetings
Give yourself a small research snapshot before investor or advisor conversations without searching each symbol again.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Analyst Ratings and Target Prices
Retrieves analyst ratings and target prices for a specific symbol using zacks datatables (zacks/ar for ratings, zacks/tp for target prices).
Why this helps
Meeting preparation can become a rushed scramble when market context is spread across tabs.
- Make meeting preparation more repeatable.
- Review relevant analyst context before the conversation.
- Keep the lookup scoped to companies on the agenda.
Setup
Build it in a few focused steps.
- 1Connect V0 and Nasdaq to Notis once through the portal.
- 2Create a scheduled automation or ask Notis to prepare a pre-meeting analyst snapshot.
- 3List the symbols relevant to the meeting and request available ratings and targets in a concise note.
- 4Choose a cron time before the recurring meeting and select a channel for run reports.
- 5Test with one real symbol and verify the note arrives before the intended review.
Questions about this workflow
Can the symbol list reflect my meeting agenda?
Yes. State the relevant symbols in the prompt, or revise the instruction when the agenda changes.
Will this send meeting invitations?
No. It retrieves analyst data and reports the summary through Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link V0 to Nasdaq. A trigger fires from one place; an action lands in another.
V0 triggers
Nasdaq actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Datatable Metadata (All Symbols)
Retrieves metadata for a specified datatable, which includes column definitions and potentially example data containing symbols.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Analyst Ratings and Target Prices
Retrieves analyst ratings and target prices for a specific symbol using zacks datatables (zacks/ar for ratings, zacks/tp for target prices).
Get Dividend History
Retrieves dividend history for a specific symbol.
Get Real-Time Quote
Retrieves real-time quote data for a specific symbol.
Get Specific Table Row
Retrieves a specific row from a table by filtering on a specified column and value.
Get Tables by Update Date
Retrieves all tables updated on a specific date by fetching all tables and filtering them.
Connect any two apps with Notis in the middle.
V0 and Nasdaq, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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