Prepare campaign review emails without sending them
Have a review draft ready from the latest campaign results, then decide what to share before anything goes out.
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
Preparing campaign updates takes repeated report gathering and writing, while automatic sending can skip the review founders need.
- Prepare a reviewable draft from campaign analytics provided to Notis.
- Keep the final send decision with a person.
- Cut the time spent assembling routine campaign updates.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the campaign review draft.
- 3Tell Notis in one instruction which supplied results to summarize, who the draft is for, and that it must remain unsent.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real analytics sample and review the saved draft in Dynamics.
Questions about this workflow
Will this send the email?
No. The selected action creates and stores a draft email activity without sending it.
Where do the campaign results come from?
They must be provided through an available input, since no AimTell trigger or read action is listed here. The instruction should identify the data source and intended recipient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Dynamics365. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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