Mail monthly manager operating packets
Give managers one dependable packet for their monthly operating review.
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
Managers lose time assembling reports from several screens before every review.
- Consolidates recurring reports
- Supports offline review
- Cuts preparation time
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docupost in the Notis portal.
- 2Create a monthly cron automation and describe the approved packet PDF.
- 3Tell Notis to mail it only with confirmed recipient and sender information.
- 4Pick the schedule and report channel.
- 5Test with one monthly packet before the next cycle.
Questions about this workflow
Can the packet include several reports?
Yes. Supply one approved combined PDF for the mailing.
Can each location have a different manager?
Yes. Run the workflow with the confirmed recipient details for each location.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Docupost. A trigger fires from one place; an action lands in another.
7shifts 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://...')
Connect any two apps with Notis in the middle.
7shifts and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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