Run a monthly records letter mailing
Make recurring records mailings a predictable monthly operation.
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
Recurring letters are easy to postpone when the source files and mailing task live in separate places.
- Reduces missed recurring mailings
- Creates a repeatable review routine
- Keeps source PDFs centralized
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Docupost once in Notis.
- 2Create an automation named Monthly records letter run.
- 3Describe the source folder, required PDF criteria, recipient rules, and duplicate prevention approach.
- 4Pick a Notis recurring schedule and choose a report channel.
- 5Run one real scheduled test with a limited set of records.
Questions about this workflow
How are required records identified?
State the folder, filename convention, or approval marker in the instruction. Any missing rule must be supplied by you.
Can Notis pause for incomplete addresses?
Yes. Tell it to report incomplete recipient details before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Docupost. A trigger fires from one place; an action lands in another.
One drive 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://...')
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Connect any two apps with Notis in the middle.
One drive and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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