Send a monthly investor update letter
Give investors a reliable, polished update without rebuilding the document every month.
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 communication slips when metrics, narrative, and mailing tasks are scattered.
- Creates a dependable reporting cadence
- Turns metrics into a readable artifact
- Reduces monthly preparation time
Setup
Build it in a few focused steps.
- 1Connect Docupost and provide the monthly metrics and approved sender details.
- 2Create an automation named Monthly investor update letter.
- 3Tell Notis to summarize the supplied data, prepare a PDF letter, and flag missing figures before sending.
- 4Pick a recurring Notis schedule.
- 5Choose report delivery and test with one sample update.
Questions about this workflow
Can Notis write the narrative?
Yes. Provide the metrics and desired tone, then ask it to draft the letter for review.
Can it send to several investors?
Yes, when the supplied recipient list includes complete mailing details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Docupost. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Connect any two apps with Notis in the middle.
Timelinesai and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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