Send monthly client check-in letters
Keep client relationships warm with a recurring physical check-in.
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
Regular client care slips when it competes with urgent delivery work.
- Supports consistent client care
- Reduces memory load
- Creates a repeatable relationship touchpoint
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docupost in Notis once.
- 2Create an automation describing the confirmed client check-in letters to send.
- 3Choose a Notis recurring schedule as the trigger.
- 4Choose a report channel and test with one client task and confirmed recipient and PDF details.
Questions about this workflow
Can the letter content vary by client?
Yes, provide client-specific approved content in the available context.
Can I pause a client?
Your instruction can define which supplied tasks or recipients are eligible for each run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Docupost. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
Connect any two apps with Notis in the middle.
Todoist and Docupost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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