Prepare investor updates from your source files
Start the update with the facts already gathered.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Insert row database
Creates a new page (row) in a specified notion database.
Why this helps
Investor updates take too long because metrics, wins, and risks live in separate documents.
- Shortens investor update preparation
- Keeps claims tied to source files
- Surfaces missing information early
Setup
Build it in a few focused steps.
- 1Connect Dropbox and Notion to Notis once through the portal.
- 2Create a recurring automation in the portal or ask Notis to create it conversationally.
- 3Tell Notis to gather recent investor-relevant Dropbox files and create a Notion source pack with metrics, wins, risks, and missing inputs.
- 4Choose a monthly trigger, select a channel for run reports, and test before the next update cycle.
Questions about this workflow
Can it draft the investor email?
Ask it to prepare source material first, then use a separate instruction if you want a draft for review.
Can it flag missing metrics?
Yes. Include that requirement in the plain-language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Dropbox to Notion. A trigger fires from one place; an action lands in another.
Dropbox triggers
Notion actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add multiple content blocks (bulk, user-friendly)
Efficiently adds multiple standard content blocks to a notion page in a single api call with automatic markdown parsing. the 'content' field in notionrichtext blocks now automatically detects and parses markdown formatting including headers (# ## ###), bold (**text**), italic (*text*), strikethrough (~~text~~), inline code (`code`), links ([text](url)), and more. ideal for bulk content creation, ai agents, and replacing multiple individual add page content calls. supports automatic text formatting, content splitting, and up to 100 blocks per request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add content to Notion page
Deprecated: appends a single content block to a notion page or a parent block (must be page, toggle, to-do, bulleted/numbered list, callout, or quote); invoke repeatedly to add multiple blocks.
Append complex blocks (advanced, full control)
Appends complex blocks with full notion block structure to a parent block or page. use for advanced scenarios requiring precise control: code blocks, tables, embeds, nested children within blocks, or when working with pre-built notion block objects. requires full notion api block schema - use add multiple page content for simpler content creation.
Archive Notion Page
Archives (moves to trash) or unarchives (restores from trash) a specified notion page.
Create comment
Adds a comment to a notion page (via `parent page id`) or to an existing discussion thread (via `discussion id`); cannot create new discussion threads on specific blocks (inline comments).
Create Notion Database
Creates a new notion database as a subpage under a specified parent page with a defined properties schema; use this action exclusively for creating new databases.
Create Notion page
Creates a new empty page in a notion workspace.
Delete a block
Archives a notion block, page, or database using its id, which sets its 'archived' property to true (like moving to "trash" in the ui) and allows it to be restored later.
Connect any two apps with Notis in the middle.
Dropbox and Notion, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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