Keep customer check-ins from slipping
Build a calm quarterly rhythm for customer check-ins with one prepared postcard and a clear eligibility review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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://...')
Why this helps
Customer relationships can go quiet when check-ins rely on a founder remembering the right people at the right time.
- Create a regular touchpoint for eligible customers.
- Avoid sending to contacts with failed or missing validation.
- Keep the customer list review in one scheduled run.
Setup
Build it in a few focused steps.
- 1Connect Emailable and Docupost to Notis once in the portal.
- 2Create a quarterly scheduled automation in the portal or ask Notis conversationally.
- 3Use one prompt asking Notis to review eligible customers and mail the approved postcard only when Emailable verification, address, sender, and front and back image URLs are present.
- 4Select the quarterly cron schedule and report channel; test with one real eligible customer.
Questions about this workflow
How do I avoid mailing the same customer each quarter?
Make the intended cadence explicit and give Notis access to mailing history so it can check the last sent date.
Can I narrow the list to customers who need attention?
Yes. Describe the customer eligibility criteria in the prompt and make sure that status is available during the scheduled review.
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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