Get policy updates into the mail
A scheduled check can surface a newly published policy update and help turn it into a letter for the people who need it.
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
Policy changes can be published online while the separate task of notifying a recipient by mail gets forgotten.
- Check for new published policy content on a recurring schedule
- Keep the mailing task tied to the source update
- Confirm the recipient and document before sending
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Docupost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to check for newly published policy updates and prepare a letter for the recipient you specify.
- 4Pick a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real published update and recipient.
Questions about this workflow
Can Notis decide who receives the policy letter?
Only if you specify the recipient or a reliable rule in your instruction. The listed CMS capabilities do not provide a recipient rule.
Will the schedule resend older updates?
Specify how Notis should identify updates to process. If the source does not provide enough history or a baseline, supply the missing criterion in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Docupost. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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