Prepare CRM email drafts without sending them
Send Notis the context and message you want drafted. It creates an unsent email activity in Dynamics 365 for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email Activity
Creates and stores a draft email activity without sending the email.
Why this helps
Writing routine follow-up from scratch takes attention away from the decisions and conversations that need it most.
- Create an email activity without sending it.
- Keep a draft in the CRM for review and editing.
- Reduce the effort of starting routine follow-up messages.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Dynamics365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis what draft to prepare.
- 3In one instruction, ask Notis to create an unsent Dynamics 365 email activity using supplied context and message requirements.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example and review the draft in Dynamics 365.
Questions about this workflow
Will the email be sent automatically?
No. This action creates and stores a draft email activity without sending it.
Can Notis write the message?
Ask Notis to draft from the context and requirements supplied in the request, then review the resulting activity in Dynamics 365.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Dynamics365. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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