Send a renewal reminder letter from WhatsApp
Give customers a clear paper reminder before an important renewal date.
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
Renewal conversations can stay informal until the deadline is suddenly close.
- Clarifies dates and options
- Creates a durable customer reference
- Supports timely retention work
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Docupost in the Notis portal.
- 2Create an automation named Renewal reminder letter.
- 3Tell Notis to detect renewal discussions, confirm the date and recipient, and prepare a PDF reminder.
- 4Pick the New WhatsApp Message Received trigger.
- 5Choose a report channel and test with one renewal conversation.
Questions about this workflow
Can Notis include plan details?
Yes, if those details appear in the conversation or you provide them in the instruction.
Can I review before mailing?
Yes. Instruct Notis to report the draft for approval before it calls Docupost.
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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