Prepare account update drafts from current research
Give your team a researched starting point for account updates, ready for a person to review.
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
Account updates take time to research and draft, so routine communication can slip behind urgent work.
- Reduce the effort to prepare a relevant update.
- Keep each message as a draft for review.
- Tie the draft to the account context used to prepare it.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for account update draft preparation.
- 3Tell Notis to review the selected accounts and supplied public pages with AgentQL, then create a draft email activity for cases that meet your stated criteria.
- 4Choose a Notis cron schedule and a run report destination.
- 5Test with one account and inspect the draft before anyone sends it.
Questions about this workflow
Will it send the email on schedule?
No. The listed action creates a draft email activity without sending it.
Can it invent an account update?
No. Ask it to use observed or supplied details and leave the draft empty or skip it when there is no relevant update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Dynamics365. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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