Keep quarterly client check-ins moving
Give recurring client relationships a simple prompt and a physical follow-up when it makes sense.
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
Long-term client relationships can go quiet when recurring follow-up depends on memory alone.
- Create a recurring prompt to review client follow-up context.
- Use a personalized, approved letter rather than an automatic generic mailing.
- Route run reports to a chosen channel for an easy review trail.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for quarterly check-ins.
- 3Tell Notis to review the Agiled client context provided for this run and send a check-in letter only after confirming the recipient, address, and approved PDF.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real client example and review the content and mailing details before sending.
Questions about this workflow
Does the schedule automatically fetch a complete list of clients from Agiled?
The provided app description does not specify a scheduled data-fetch trigger or client-list operation. Supply the relevant Agiled context to the automation for review.
Can I make every quarterly letter identical?
You can provide an approved PDF for a particular run, but the recipient and document details still need to be confirmed before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docupost. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled 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.