Mail quarterly statements on schedule
Keep recurring statement mailings out of your working memory.
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
Quarterly statements depend on remembering the same manual process every cycle.
- Removes calendar chasing
- Creates a repeatable cadence
- Keeps reports in one place
Setup
Build it in a few focused steps.
- 1Connect Docupost in Notis.
- 2Create a quarterly statement automation.
- 3Tell Notis to use the supplied recipient list and statement PDFs, confirming details before sending.
- 4Pick a Notis cron schedule.
- 5Choose a report channel and test with one sample statement.
Questions about this workflow
Who supplies the recipient list?
You must provide the current list or a source that the automation can access.
Can the schedule be changed later?
Yes, update the automation schedule in Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Docupost. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
Connect any two apps with Notis in the middle.
Google Tasks and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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