Prepare prospect email drafts in a focused batch
Set aside a regular moment for review and let Notis prepare drafts from the prospect context available to it.
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
Switching between prospect research and writing one email at a time can fragment a founder's workday.
- Batch draft preparation into a routine.
- Use available research as drafting context.
- Keep every message as a draft for review.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Describe which prospects to include, the context to use, and the tone for each Dynamics email draft.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospect and review the draft before using the batch.
Questions about this workflow
Will these drafts be sent automatically?
No. The action creates draft email activities and does not send them.
Can the schedule send a draft to every prospect?
Describe clear inclusion criteria so Notis can focus on prospects that fit your outreach plan.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dynamics365. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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