Send portal instructions to investors by mail
When portal instructions are published, prepare a paper letter for an investor who needs mailed guidance.
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
New investor instructions can be easy to miss when the update lives in the CMS and the mailing is a separate manual task.
- Check for published instructions on a recurring schedule
- Use a source of truth for the letter content
- Confirm each recipient before sending
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 published investor portal instructions and prepare a letter for the investor and mailing details you provide.
- 4Pick a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one published instruction and investor recipient.
Questions about this workflow
Can Notis tell which investor has not received instructions?
Only if the needed delivery history is available to Notis. If it is not, provide the recipient selection or baseline in your instruction.
Does this workflow publish the instructions?
The workflow checks for published CMS content and prepares a Docupost letter. It does not rely on an unlisted CMS trigger event.
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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