Keep campaign context ready for review
Set a recurring review time and Notis will query Dynamics 365 campaigns, then summarize the information the action returns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query campaigns
List or filter campaigns, with optional field selection, related records, counts, or grouped results.
Why this helps
Campaign context is easy to lose when checking activity requires repeated searches and manual notes.
- Put campaign review on a predictable schedule.
- Summarize returned campaign details for quicker orientation.
- Reduce context switching when checking campaign information.
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 campaign review to prepare.
- 3In one instruction, ask Notis to query Dynamics 365 campaigns and summarize the returned information.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify the report against returned campaign data.
Questions about this workflow
Can the workflow include related records?
The query action can expand related resources when supported. Specify what you need, and rely only on information the action returns.
Does the query return every campaign?
It returns a bounded page and may provide a next link. The summary can cover only the retrieved records.
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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