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Automations

Turn on rules that mail your members automatically — and set the format & timing.

Upcoming automated sends

Members due in each active date-based automation’s window.

  • Patent Filed18 members due in the next 3 days
  • New Firm Incorporated9 members due in the next 7 days

2 of 6 automations on

New Firm Incorporated

Date-based

New Firm Incorporated — mailed to all target accounts.

6×9 Postcard·7 days after the trigger

Patent Filed

Date-based

Patent Filed — mailed to all target accounts.

6×9 Postcard·3 days after the trigger

Event Invitation

Date-based

Event Invitation — mailed to all target accounts.

Funding Round Announced

Event-based

Funding Round Announced — mailed to all target accounts.

Hiring Surge

Threshold-based

Hiring Surge — mailed to all target accounts.

New Executive Hire

Event-based

New Executive Hire — mailed to all target accounts.

Recent automated sends

Campaigns an automation fired — the trigger date, and pieces.

  • New Firm Incorporated
    185 pieces2026-05-25
  • Patent Filed
    205 pieces2026-05-16
  • New Firm Incorporated
    144 pieces2026-05-15
  • New Firm Incorporated
    132 pieces2026-05-05
  • New Firm Incorporated
    75 pieces2026-05-04