Prepare customer updates when weather may change plans
Get a thoughtful draft ready for review when conditions could affect a customer commitment.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Email Activity
Creates and stores a draft email activity without sending the email.
Why this helps
Writing a timely update from scratch adds friction when the forecast changes plans and your inbox is already full.
- Prepare an email draft for human review.
- Use the forecast and customer context supplied to Notis.
- Keep the draft in Dynamics without sending it.
Setup
Build it in a few focused steps.
- 1Connect AccuWeather and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to draft a concise customer update only when supplied plans may be affected, and never send it.
- 4Choose a recurring schedule and choose where run reports should go.
- 5Test with one real forecast and a customer scenario with a known contact reference.
Questions about this workflow
Does the workflow send the email?
No. The selected Dynamics action creates and stores an email draft without sending it.
What customer details should I provide?
Provide the relevant customer, contact reference, planned commitment, and location or timing needed to assess the forecast. Notis should flag missing context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AccuWeather to Dynamics365. A trigger fires from one place; an action lands in another.
AccuWeather triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
AccuWeather and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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