Save 2 hours per week on newsletter prep and increase client retention by keeping them proactively informed every Monday.
~2 hrs
Saved / wk
Medium
Setup
AI-Powered
AI
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.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
AI Status
Step 1: Set up a weekly Make schedule (every Monday at 8AM) to query Regulus for the past week's regulatory changes.
Step 2: Collect and format the Regulus answers into a structured email template with resolution summaries.
Step 3: Push the formatted content to a Mailchimp campaign and trigger the send to your client segment.
Step 4: Log each sent summary to Notion as an audit record for future reference.
Upgrade to Plus for AI-powered step-by-step guides
See PlansSource
Mailchimp is best for small business owners who want to send email and SMS campaigns without needing a marketing team. You get a drag-and-drop email builder, ready-made templates, and automated messages that go out on their own — like welcome emails or abandoned cart reminders. It connects with tools you already use, like Shopify, QuickBooks, and Canva. Whether you run a retail shop, a service business, or a nonprofit, Mailchimp gives you the data to see what's working and adjust fast.
Notion is an all-in-one workspace where your team can write notes, track projects, build databases, and share knowledge — all in one place. Instead of juggling separate apps for documents, project boards, and wikis, Notion puts everything under one roof. Over 100 million people use it, from solo freelancers to large companies. The free plan is generous. You get unlimited pages, a calendar, email, basic forms, and databases at no cost. When your team grows, the Plus plan starts at $10 per member per month and adds collaboration features. Notion also includes built-in AI that can search across your workspace, write drafts, summarize long documents, and fill in database fields automatically — saving you hours of manual work each week. Where Notion really shines is flexibility. You can mold it into almost anything: a CRM, a content calendar, a hiring tracker, or an internal wiki. It connects with about 197 other apps, including two-way syncing with tools like Jira, GitHub, and Asana. If your business needs one hub to organize everything, Notion is a strong contender.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.
Regulus helps you get fast, sourced answers to Brazilian Central Bank regulations — without digging through dozens of official documents. You ask questions in plain language via WhatsApp, and Regulus responds with answers tied directly to official resolutions and circulars for Open Finance and Pix. It's built for fintechs and compliance teams that need reliable regulatory answers without a full legal department.
