Move approved records into a paper archive
For records that need a physical copy, a scheduled review can surface the approved file and destination without relying on memory.
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
Physical archiving adds document lookup and mailing steps to already busy administrative routines.
- Create a regular review for records marked for physical archiving.
- Keep the approved file and destination explicit before mailing.
- Reduce repeated searching and administrative handoffs.
Setup
Build it in a few focused steps.
- 1Connect Ably and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to review the specified Ably channel for records approved for physical archiving and send the confirmed PDF to the named destination.
- 4Choose the notis_cron trigger and select where run reports should go.
- 5Test with one real record and verify the document and destination.
Questions about this workflow
Can this decide which records must be archived?
Define the approval criteria in the instruction and make sure the channel context contains the relevant status and document URL.
What if the destination or PDF is missing?
Have Notis report the missing information and hold the mailing until the destination and document are confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Docupost. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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