Send a project kickoff letter from a new folder
Start important projects with a dependable physical welcome and next-step summary.
Trigger
Folder Created
Triggers when a new Folder is created.
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
Kickoff materials are scattered across tools and the physical touch gets forgotten.
- Standardize project starts
- Reduce kickoff preparation
- Create a physical record of next steps
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Docupost once.
- 2Create an automation for project kickoff letters.
- 3Tell Notis to identify qualifying folders and confirm recipient and approved PDF details.
- 4Pick Folder Created as the trigger and choose a report channel.
- 5Test with one new project folder.
Questions about this workflow
Can internal folders be excluded?
Yes. Describe which folder types represent external projects.
Can the letter include a schedule?
Yes, if the approved PDF contains the schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Docupost. A trigger fires from one place; an action lands in another.
Clickup 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://...')
Folder Created
Triggers when a new Folder is created.
Folder Deleted
Triggers when a Folder is deleted.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
List Created
Triggers when a new List is created.
List Deleted
Triggers when a List is deleted.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Connect any two apps with Notis in the middle.
Clickup 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.