Send a retention letter after a cancellation request
Give a departing customer one clear, considerate follow-up option.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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
Cancellation requests can end relationships before you have time to respond thoughtfully.
- Creates a calm retention touchpoint
- Keeps the response consistent
- Reduces rushed manual writing
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docupost in the Notis portal.
- 2Create an automation named Cancellation retention letter.
- 3Tell Notis to detect cancellation intent, draft a respectful option based on approved policy, and prepare a PDF.
- 4Pick the New WhatsApp Message Received trigger.
- 5Choose report delivery and test with one cancellation request.
Questions about this workflow
Can it avoid sending if the customer is firm?
Yes. Tell Notis to send only when the conversation shows openness to a retention option.
Can I require approval?
Yes. Instruct Notis to report the draft and wait for your 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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