Shape investor update notes into a draft
Turn update notes into a reviewable draft while the facts are still close at hand.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Blogpost
Tool to create a new confluence blog post. use when you need to publish content in a specific space.
Why this helps
Founders often postpone investor updates because assembling progress, risks, and asks from scattered notes takes time.
- Organize reported progress, risks, and asks.
- Create a draft the founder can review before sharing.
- Reduce time spent restructuring update notes.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Confluence once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to turn selected founder update emails into Confluence blog post drafts organized by progress, risks, and asks.
- 4Pick Agent mail's New Email Received trigger and choose where run reports go.
- 5Test with one real update email.
Questions about this workflow
Will this send an update to investors?
No. It creates a Confluence draft for review; sharing it is a separate step.
Can it fill in missing metrics?
Ask Notis to include only metrics stated in the email and mark missing figures for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Confluence. A trigger fires from one place; an action lands in another.
Agent mail triggers
Confluence actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Content Label
Tool to add labels to a piece of content. use after obtaining the content id to tag pages or blog posts with metadata labels.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Space by ID
Tool to retrieve a confluence space by its id. use when you need detailed metadata of a specific space.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Blogpost
Tool to create a new confluence blog post. use when you need to publish content in a specific space.
Create Blogpost Property
Tool to create a property on a specified blog post. use when you need to add custom metadata to a blog post.
Create Whiteboard Property
Tool to create a new content property on a whiteboard. use when you need to attach custom metadata to a confluence whiteboard.
Create Page
Tool to create a new confluence page in a specified space. use when you need to create new documentation or content.
Create Page Property
Tool to create a property on a confluence page. use when you need to add custom metadata or settings to a page.
Create Private Space
Tool to create a private confluence space. use when you need an isolated workspace viewable only by its creator.
Connect any two apps with Notis in the middle.
Agent mail and Confluence, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Confluence.