Give High-value Prospects a Personal Letter
A recurring review helps you spot prospects who deserve a more thoughtful next step, with a confirmed document ready for mailing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send Letter
Submits a letter for paid printing and postal delivery; the mailing cannot be undone.
Why this helps
High-potential prospects can receive only routine digital follow-up when physical outreach takes too much coordination.
- Reserve a regular moment to identify prospects for a personal mailing.
- Use criteria you provide to guide the review.
- Send only with approved content and confirmed recipient information.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docupost once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in the portal or from any channel.
- 3Describe the prospect criteria and the approved PDF to use for any letter.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospect after confirming all recipient and sender details.
Questions about this workflow
Can Notis infer which leads are high value?
Notis can analyze available Aeroleads data against criteria you provide. Any missing qualification history or baseline must come from you.
Can the workflow send more than one letter?
Your instruction can define the intended review and sending scope. Confirm every recipient, address, sender, and PDF before each send.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docupost. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Docupost actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send Letter
Submits a letter for paid printing and postal delivery; the mailing cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Account Balance
Returns the connected account’s numeric balance.
Send Postcard
Submits a postcard for paid printing and postal delivery; the mailing cannot be undone.
Connect any two apps with Notis in the middle.
Aeroleads and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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