Every Monday, an automated workflow queries Regulus for the latest Pix and Open Finance changes, formats a plain-English summary, and sends it to your client list via Mailchimp. Clients stay informed without you spending hours drafting compliance newsletters each week.
Set up a weekly Make schedule (every Monday at 8AM) to query Regulus for the past week's regulatory changes.
Collect and format the Regulus answers into a structured email template with resolution summaries.
Push the formatted content to a Mailchimp campaign and trigger the send to your client segment.
Log each sent summary to Notion as an audit record for future reference.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountStop spending so much time on newsletter prep and keep clients coming back by sending them useful updates every Monday.
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