Remember client milestones with less effort
Give important client anniversaries a simple place in your monthly routine, with a prepared letter and clear eligibility checks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Relationship milestones are easy to forget when dates live in one place and client contact details in another.
- Review upcoming milestones in one bounded monthly task.
- Send only to eligible clients with current verified contact details.
- Use a prepared letter instead of starting from a blank page.
Setup
Build it in a few focused steps.
- 1Connect Emailable and Docupost to Notis once in the portal.
- 2Create a monthly scheduled automation in Automations or ask Notis conversationally.
- 3Use one prompt asking Notis to review upcoming eligible anniversaries and mail the approved letter only after Emailable verification and postal address and sender confirmation.
- 4Choose the monthly cron schedule and report channel; test with one upcoming anniversary.
Questions about this workflow
Can I set the anniversary window?
Yes. Describe how far ahead to review and which client anniversaries qualify in the prompt.
How can I keep the same client from receiving duplicate notes?
Provide mailing history or an anniversary reference and ask Notis to check it before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Emailable to Docupost. A trigger fires from one place; an action lands in another.
Emailable 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://...')
Connect any two apps with Notis in the middle.
Emailable and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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