Give investor updates a physical delivery option
For investors who need a paper copy, turn the published monthly update into a letter with less manual chasing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Letter
Submits a letter for paid printing and postal delivery; the mailing cannot be undone.
Why this helps
A founder can publish an investor update and still have a separate, easy-to-miss task to prepare a paper copy for a specific investor.
- Check for the published update on a recurring schedule
- Prepare a physical copy from approved content
- Keep investor recipient details explicit
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to check for a published investor update and prepare a letter for the investor and document details you provide.
- 4Pick a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real update and investor recipient.
Questions about this workflow
Does Notis know which investor should get the letter?
Only if you name the investor and provide the recipient details or a reliable rule in your instruction.
Can this run once a month?
Yes. Choose a recurring schedule in the trigger setup and state the intended cadence in the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Docupost. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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