Get a scheduled AI overview of Dynamics invoices
Receive a compact invoice overview on a schedule, based on invoice data Dynamics returns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all invoices action
View all invoices.
Why this helps
Checking invoice lists by hand takes attention away from the decisions that need follow-up.
- Reduce routine manual invoice scanning.
- Get a concise summary of the returned invoice data.
- Make recurring review easier to fit into a founder's routine.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Dynamics365 once in Notis.
- 2Create an automation in the portal or from any channel.
- 3Tell Notis to retrieve invoices and summarize the returned data, noting any specific review criteria you provide.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and check the summary against the returned invoices.
Questions about this workflow
Can it identify overdue invoices?
Only if the retrieved data includes the relevant due date and status fields. State the criteria you want Notis to apply.
Does this workflow update invoice records?
No. It retrieves invoices and summarizes returned data for the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Dynamics365. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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