Skip to content
Notis

Make client appreciation a recurring habit

A small, well-timed postcard can help important client relationships feel remembered.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Send Postcard

Submits a postcard for paid printing and postal delivery; the mailing cannot be undone.

Why this helps

Client appreciation is easy to intend and easy to postpone when routine work takes over.

  • Put a relationship touchpoint on a recurring schedule.
  • Use public context to make the message more relevant.
  • Review recipient addresses and postcard artwork before sending.

Setup

Build it in a few focused steps.

  • 1Connect AgentQL and Docupost once in the Notis portal.
  • 2Create an automation and describe the client appreciation postcard outcome in one plain-language instruction.
  • 3Choose a recurring schedule and select where run reports should go.
  • 4Test with one real client and confirm recipient addresses and front and back image URLs.

Questions about this workflow

Does this workflow know which clients to appreciate?

The schedule starts the run, but your instruction needs a client list and any selection criteria. Provide those if they are not available through connected sources.

What is needed for mailing?

Confirm the recipient details and both postcard image URLs before sending.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agentql to Docupost. A trigger fires from one place; an action lands in another.

Agentql triggers

Docupost actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Send Letter

Submits a letter for paid printing and postal delivery; the mailing cannot be undone.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Account Balance

Returns the connected account’s numeric balance.

ActionInstant

Send Postcard

Submits a postcard for paid printing and postal delivery; the mailing cannot be undone.

ActionInstant

Connect any two apps with Notis in the middle.

Agentql and Docupost, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docupost.