Send quarterly client review letters
Make client reviews a visible rhythm that supports trust and renewal.
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 reviews are often postponed when preparing each letter feels like a new project.
- Keeps account communication regular
- Surfaces next steps
- Reduces preparation effort
Setup
Build it in a few focused steps.
- 1Connect Docupost and provide the active client review notes.
- 2Create an automation named Quarterly client review letters.
- 3Tell Notis to summarize progress, open items, and next steps into a PDF letter and flag missing addresses.
- 4Pick a recurring Notis schedule.
- 5Choose report delivery and test with one client review.
Questions about this workflow
Can the letter include account specific details?
Yes. Supply the notes and instruct Notis to use only the provided facts.
Can it pause for review?
Yes. Require a draft report and approval before mailing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Docupost. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Connect any two apps with Notis in the middle.
Timelinesai and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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