Send customer anniversary postcards weekly
Recognize long-term customers without maintaining a reminder calendar by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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://...')
Why this helps
Relationship milestones are easy to miss when they live across different systems.
- Keeps appreciation timely
- Strengthens retention
- Removes recurring calendar work
Setup
Build it in a few focused steps.
- 1Connect Docupost and provide the current customer anniversary list.
- 2Create an automation named Weekly customer anniversary postcards.
- 3Tell Notis to identify milestones in the coming week, prepare approved designs, and skip anyone without a valid address.
- 4Pick a recurring Notis schedule.
- 5Choose report delivery and test with one anniversary record.
Questions about this workflow
Can the schedule use different postcard designs?
Yes. Include the design rules and image URLs in the automation instruction.
How are duplicates prevented?
Provide the last-sent date or status in the source list and tell Notis to exclude already processed records.
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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