Prepare a monthly subscriber insights update
Turn audience and campaign information into a concise internal draft that is ready for a quick 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
Monthly audience updates take time to assemble, and important changes can be missed when data remains spread across reports.
- Create a repeatable monthly review draft from supplied data.
- Make trends and notable changes easier to share internally.
- Keep the draft unsent until a person approves it.
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 monthly insights draft.
- 3Tell Notis in one instruction what supplied AimTell data to summarize, who should receive the draft, and to leave it unsent.
- 4Choose a monthly schedule and select where run reports should go.
- 5Test with one real data sample and review the saved Dynamics draft.
Questions about this workflow
Does Notis have historical subscriber baselines?
Only if the data source provides them or you supply them. If history is unavailable, instruct Notis to report the current snapshot without claiming a trend.
Will the email go out automatically?
No. This action saves a draft email activity in Dynamics and does not send it.
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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