Send a welcome letter when a client brief is created
Start every client relationship with a thoughtful letter without another follow-up task.
Trigger
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
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
New client documents arrive while welcome tasks get lost across tabs and inboxes.
- Reduce onboarding context switching
- Keep client outreach timely
- Use document context for personalization
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Docupost once in Notis.
- 2Create an automation named New client brief welcome letter.
- 3Tell Notis to review each new brief, confirm recipient details, draft a concise welcome letter, and send it only after recipient and document details are clear.
- 4Pick New Document Created as the trigger and choose where run reports go.
- 5Test with one real client brief.
Questions about this workflow
What if the brief has no mailing address?
Notis can flag the missing address and wait for you to provide it before sending.
Can I review the letter first?
Yes. Instruct Notis to draft it and request confirmation before using Docupost.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Docupost. A trigger fires from one place; an action lands in another.
Google Docs 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://...')
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
Connect any two apps with Notis in the middle.
Google Docs and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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