Send a thoughtful follow-up letter after an investor meeting
Keep the next step moving with a physical letter tied to the right Affinity deal and meeting.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Letter
Submits a letter for paid printing and postal delivery; the mailing cannot be undone.
Why this helps
After a packed day of calls, drafting, addressing, and mailing a follow-up can slip through the cracks.
- Reduce manual follow-up work after investor meetings.
- Use deal context provided with the webhook to identify the intended next step.
- Confirm recipient and PDF details before sending.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to use the Affinity deal and meeting context in the request, confirm the recipient and letter PDF details, then send the letter through Docupost.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real meeting and verify the recipient and PDF before sending.
Questions about this workflow
Does Affinity provide a trigger event for this workflow?
No. Start it with a Notis webhook request and include the relevant Affinity deal context.
Does this workflow create the letter PDF?
No. Supply the PDF URL and confirm the document and recipient details before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docupost. A trigger fires from one place; an action lands in another.
Affinity triggers
Docupost actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send Letter
Submits a letter for paid printing and postal delivery; the mailing cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Account Balance
Returns the connected account’s numeric balance.
Send Postcard
Submits a postcard for paid printing and postal delivery; the mailing cannot be undone.
Connect any two apps with Notis in the middle.
Affinity and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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