Send approved client letters without a separate mailing task
Close the loop on a client letter from the Gmail message that approved it.
Trigger
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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
After confirming a letter by email, founders still have to switch tools, find the file, and prepare the mailing.
- Reduce tool switching after a client approves a letter.
- Use only the recipient and document details confirmed in the email or supplied instructions.
- Keep a run report for letters that need missing details or confirmation.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Docupost once in the Notis portal.
- 2Create an automation and give it a name.
- 3Tell Notis to send the approved client letter only when the sent email explicitly authorizes mailing and recipient, sender, and approved PDF details are available; otherwise report what's missing.
- 4Pick Gmail Email Sent as the trigger and choose where run reports go.
- 5Test with one real approval email and confirm the mailing details before sending.
Questions about this workflow
Will it mail every client letter mentioned in a sent email?
No. Instruct Notis to proceed only when the email explicitly authorizes mailing and required details are confirmed. Incomplete cases should be reported for follow-up.
Where does the PDF come from?
Provide an approved document URL in your instruction or the email context. The workflow cannot assume a file that Gmail or Docupost does not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Docupost. A trigger fires from one place; an action lands in another.
Gmail 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://...')
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Connect any two apps with Notis in the middle.
Gmail and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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