Send Scheduled Investor Update Letters
Keep investor communication consistent when the operating week is full.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Letter
Tool to send a letter via u.s. mail with specified recipient, sender, and pdf. use after confirming recipient and document details. example: send letter(to name='john doe', to address='123 main st, ...', file url='https://...')
Why this helps
Investor updates become inconsistent when physical delivery depends on remembering several manual steps.
- Supports a dependable investor cadence
- Creates a clear review point
- Reduces repetitive preparation
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Docupost once in the Notis portal.
- 2Create an automation that prepares investor update letters from supplied approved slide content and recipient details.
- 3Pick a recurring schedule trigger.
- 4Choose a report channel and test with one investor update.
Questions about this workflow
Can the automation use a prepared investor PDF?
Yes. Supply the accessible PDF and tell Notis to confirm its details before mailing.
Does Notis know investor addresses?
Only when they are present in the supplied context. Otherwise, include and confirm them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Docupost. A trigger fires from one place; an action lands in another.
Google Slides triggers
Docupost actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send Letter
Tool to send a letter via u.s. mail with specified recipient, sender, and pdf. use after confirming recipient and document details. example: send letter(to name='john doe', to address='123 main st, ...', file url='https://...')
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Postcard
Tool to send a postcard via u.s. mail with specified recipient, sender, and front/back images. use after confirming recipient addresses and design urls. example: send postcard(to name='john doe', ..., front image='https://...', back image='https://...')
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Connect any two apps with Notis in the middle.
Google Slides and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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