Send an investor update letter from Slack
Give important updates a durable format investors can keep.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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 follow-up gets buried among urgent founder conversations.
- Adds a durable investor touchpoint
- Keeps the update tied to its source context
- Reduces administrative follow-up
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Docupost once in Notis.
- 2Create an automation named DM investor update letter.
- 3Tell Notis to identify approved investor update PDFs, confirm sender and recipient addresses, and send the letter.
- 4Pick Direct Message Received as the trigger.
- 5Choose where reports go and test with one real update DM.
Questions about this workflow
Can it send to multiple investors?
Use separate confirmed recipient details or instruct Notis to prepare one letter per approved recipient.
Will it infer sensitive details?
Provide explicit instructions and review uncertain details before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Docupost. A trigger fires from one place; an action lands in another.
Slackbot 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Connect any two apps with Notis in the middle.
Slackbot and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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