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Celonis Product Documentation

3.5 Action Flow - Configuration changes

We have created the Automation Skills necessary to use the app, however they will need several small updates to ensure they have the correct permissions and targets for your Celonis instance. Some of these steps can be performed using the instructions below:

  1. Remove Customer Snooze:

    1. Step 1: Get All Account with Snooze date:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1.

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image88.png
    2. Step 3: Check Snooze Flag: Make any changes you applied in Step 1 of this Action Flow.

    3. Step 2: Reset Snooze Flag:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select Account as the record from the knowledge model.

      4. Augmented Attribute: Select Snoozed from the list.

      image63.png
    4. Step 9: Reset Snooze Reason:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Account record from the knowledge model.

      4. Augmented Attribute: Select Snoozed Reason from the list.

      image97.png
    5. Step 11: Reset Snooze Reminder Date:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Account record from the knowledge model.

      4. Augmented Attribute: Select Snoozed Reminder Date from the list.

      image96.png
    6. Step 4: Insert Customer Activity:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the “Insert Customer Activity” skill from the list.

      image56.png
  2. Remove Invoice Snooze:

    1. Step 1: Get Invoice Snooze Reminder Date:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1.

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image88.png
    2. Step 3: Check Snooze Flag: Make any changes you applied in Step 1 of this Action Flow.

    3. Step 2: Update Snooze Flag:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select Snoozed from the list.

      image12.png
    4. Step 9: Update Snooze Reason:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select Snoozed Reason from the list.

      image77.png
    5. Step 11: Update Snooze Reminder Date

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select Snoozed Reminder Date from the list.

      image90.png
    6. Step 4: Insert Invoice Activity

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select Insert Invoice Activity skill from the list.

      image62.png
  3. Broken Promise To Pay Activity: This Action Flow will run daily and mark promised as broken if the promised is overdue and the customer has not yet paid the invoice.

    1. Step 1: Get All Promised Invoices:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image1.png
    2. Step 3: Check if Promise is already Broken: Make any changes you applied in Step 1 of this Action Flow.

    3. Step 6: Get Promised Amount: Make any changes you applied in Step 1 of this Action Flow.

    4. Step 8: Update Broken Promised Amount:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select Broken Promise Amount from the list.

      image6.png
    5. Step 4: Mark Invoice as Broken Promise:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select Broken Promise from the list.

      image76.png
    6. Step 9: Capture Invoice Activity:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the Insert Invoice Activity skill from the list.

      image11.png
  4. Update Invoice Attribute: When the user performs any action, the system will update the Last Action related details in Celonis.

    1. Step 3: Celonis EMS Automation Skill Trigger:

      1. Webhook: Generate a new webhook if one is not available.

    2. Step 7: Check Last Action:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image1.png
    3. Step 2: Update Last Action:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select Last Action from the list.

      image32.png
    4. Step 4: Update Last Touched:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select Last Touched from the list.

      image91.png
    5. Step 8: Check Last Contact Type:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image1.png
    6. Step 5: Update Last Contact Type:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select Last Contact Type from the list.

      image14.png
    7. Step 12: Update Latest Note Date:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select the Latest Note Date attribute from the list.

      image57.png
    8. Step 13: Check Latest Note:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image1.png
    9. Step 14: Update Latest Note:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select the Latest Note attribute from the list.

      image68.png
  5. Send Statement:

    1. Step 2: Webhooks: Generate a new webhook if one is not available.

    2. Step 24: Update Invoice Skill:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the Update Invoice Attribute Skill skill from the list.

      image59.png
    3. Step 4: Update Last Contact Type:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the Update Customer Attribute skill from the list.

      image46.png
    4. Step 6: Tools: This step will prepare the variable used to make the API Call to generate a Statement in Excel format.

      1. Set Variable teamDomain: Set the domain of your team.

      2. Set Variable env: Set the cluster id of your team. E.g. (eu-1, us-1, etc..)

      3. Set Variable analysisId: Set the id of the Billing Statement analysis in the AR Collection App under the Analysis folder.

      4. Set Variable AppKey: Set the Application Key that has access to the Billing Statement analysis.

      image30.png
    5. Step 7: JSON: Creates JSON that needs to be set in the Payload of an API.

      1. cubeId: Follow these steps to get the cube Id:

        1. Open Analysis in a web browser.

        2. Open the developer console and export the Invoice Table.

        3. You will get an HTTP request in the Network Tab of the Browser Developer Console.

        4. Get the cubeId from the Payload of that HTTP request.

        For more details please refer to Export Excel using Analysis.pdf.

        image15.png
    6. Step 11: Send Email To Customer (with Excel Attachments):

      1. Connection: Add an Email Connection e.g. GMail, O365 or Customer SMTP.

    7. Step 18: Send Email To Customer (without Excel Attachments):

      1. Connection: Add an Email Connection e.g. GMail, O365 or Customer SMTP.

    8. Step 14: Create Followup Task:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the Update Create Follow Up Task skill from the list.

      image53.png
  6. Create Task Customer:

    1. Step 1: Webhooks: Generate a new webhook if one is not available.

    2. Step 2: Create Followup Task:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the Update Create Follow Up Task skill from the list.

      image53.png
    3. Step 4: Update Customer Attribute:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the Update Customer Attribute skill from the list.

      image79.png
  7. Invoice Notes:

    1. Step 1: Webhooks: Generate a new webhook if one is not available.

    2. Step 11: Update Invoice Attribute:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the Update Invoice Attribute skill from the list.

      image81.png
  8. Invoice Snooze:

    1. Step 1: Webhooks: Generate a new webhook if one is not available.

    2. Step 11: Check Snooze Reminder Date:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image7.png
    3. Step 8: Update Snooze Reminder Date:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select the Snoozed Reminder Date attribute from the list.

      image82.png
    4. Step 12: Check Snooze Flag:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1.

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image7.png
    5. Step 7: Update Snooze Flag:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select the Snoozed attribute from the list.

      image58.png
    6. Step 2: Update Invoice Attribute:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the Update Invoice Attribute Skill skill from the list.

      image98.png
    7. Step 17: Check Snooze Reason:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image7.png
    8. Step 18: Update Snooze Reason:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select the Snoozed Reason attribute from the list.

      image69.png
  9. Promise To Pay:

    1. Step 1: Webhooks: Generate a new webhook if one is not available.

    2. Step 18: Check Promise Date Value:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image7.png
    3. Step 9: Update Promise Date:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select the Promise Date attribute from the list.

      image64.png
    4. Step 28: Check Broken Promise Flag

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image7.png
    5. Step 25: Reset Broken Promise Flag

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select the Broken Promise attribute from the list.

      image52.png
    6. Step 26: Reset Broken Promise Amount

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select the Broken Promise Amount attribute from the list.

      image48.png
    7. Step 19: Check Promise Amount Value

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image7.png
    8. Step 10: Update Promise Amount

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select the Promise Amount attribute from the list.

      image93.png
    9. Step 20: Check Promise Note Value

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image7.png
    10. Step 11: Update Promise Note

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Transactions record from the knowledge model.

      4. Augmented Attribute: Select the Promise To Pay Note attribute from the list.

      image61.png
    11. Step 2: Update Invoice Attributes

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the Update Invoice Attribute Skill skill from the list.

      image54.png
    12. Step 13: Follow Up Task

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the Create Follow Up Task skill from the list.

      image21.png
    13. Step 24: Update Customer Attribute

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the Update Customer Attribute skill from the list.

      image75.png
    14. Step 21: Notify Customer

      1. Connection: Add an Email Connection e.g. GMail, O365 or Customer SMTP.

  10. Contact Customer

    1. Step 1: Webhooks: You have to generate a new webhook if it is not available.

    2. Step 23: Update Invoice Attribute

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the Update Invoice Attribute Skill from the list.

      image85.png
    3. Step 25: Update Customer Attribute

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select Update Customer Attribute Skill from the list.

      image22.png
    4. Step 26: Tools: This step will prepare the variable which will be used to make an API Call to generate Statement in Excel format.

      1. Set Variable teamDomain: Set the domain of your team.

      2. Set Variable env: Set the cluster id of your team, e.g. (eu-1, us-1, etc..)

      3. Set Variable analysisId: Set the id of the Billing Statement analysis that is available in the AR Collection App under the Analysis folder.

      4. Set Variable AppKey: You have to set an Application Key that has access to the Billing Statement analysis.

      image30.png
    5. Step 26: JSON: Creates the JSON code that needs to be set in the Payload of an API.

      1. cubeId: Follow these steps to get the cube Id:

        1. Open Analysis in a web browser.

        2. Open the developer console and export the Invoice Table.

        3. You will get an HTTP request in the Network Tab of the Browser Developer Console.

        4. Get the cubeId from the Payload of that HTTP request.

        For more details please refer to Export Excel using Analysis.pdf.

    6. Step 33: Notify Customer

      1. Connection: Add an Email Connection, e.g. GMail, O365 or Customer SMTP.

    7. Step 20: Create Follow Up Task

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the Create Follow Up Task skill from the list.

      image25.png
  11. Customer Snooze

    1. Step 1: Webhooks: Generate a new webhook if one is not available.

    2. Step 8 : Check Snooze Flag:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image3.png
    3. Step 4: Update Snooze Flag

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Account record from the knowledge model.

      4. Augmented Attribute: Select the Snoozed attribute from the list.

      image4.png
    4. Step 9: Check Snooze Reminder Date

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image3.png
    5. Step 5: Snooze Reminder Date

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Account record from the knowledge model.

      4. Augmented Attribute: Select the Snoozed Reminder Date attribute from the list.

      image34.png
    6. Step 10: Check Snooze Reason

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image3.png
    7. Step 6: Update Snooze Reason

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Account record from the knowledge model.

      4. Augmented Attribute: Select the Snoozed Reason attribute from the list.

      image37.png
    8. Step 19: Update Latest Note Date

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Account record from the knowledge model.

      4. Augmented Attribute: Select the Latest Note Date attribute from the list.

      image31.png
    9. Step 20: Check Latest Note

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you have in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image3.png
    10. Step 21: Update Latest Note

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Account record from the knowledge model.

      4. Augmented Attribute: Select the Latest Note attribute from the list.

      image55.png
    11. Step 18: Update Customer Attribute

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the Update Customer Attribute skill from the list.

      image74.png
  12. Log a Call

    1. Step 1: Webhooks: Generate a new webhook if one is not available.

    2. Step 10: Check Latest Note

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image3.png
    3. Step 4: Update Latest Note

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Account record from the knowledge model.

      4. Augmented Attribute: Select the Latest Note attribute from the list.

      image23.png
    4. Step 5: Update Latest Note Date

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Account record from the knowledge model.

      4. Augmented Attribute: Select the Latest Note attribute from the list.

      image27.png
    5. Step 2: Update Customer Attribute

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the Update Customer Attribute skill from the list.

      image20.png
    6. Step 9: Create Follow-Up Task

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the Create Follow Up Task skill from the list.

      image73.png
  13. Customer Notes

    1. Step 1: Webhooks: Generate a new webhook if one is not available.

    2. Step 8: Check Latest Note:

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image44.png
    3. Step 4: Update Latest Note

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Account record from the knowledge model.

      4. Augmented Attribute: Select the Latest Note attribute from the list.

      image2.png
    4. Step 5: Update Latest Note Date

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Account record from the knowledge model.

      4. Augmented Attribute: Select the Latest Note attribute from the list.

      image41.png
    5. Step 6: Update Customer Attribute

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Package: Select the Studio Package that you installed from the EMS Store.

      3. Skill: Select the Update Customer Attribute skill from the list.

      image29.png
  14. Update Customer Attribute

    1. Step 5: Celonis:

      1. Webhook: Generate a new webhook if one is not available.

    2. Step 7: Check Last Action

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image44.png
    3. Step 2: Update Last Action

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Account record from the knowledge model.

      4. Augmented Attribute: Select the Last Action attribute from the list.

      image72.png
    4. Step 3: Update Last Touch

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Account record from the knowledge model.

      4. Augmented Attribute: Select the Last Touched attribute from the list.

      image36.png
    5. Step 8: Check Last Contact Type

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Data Pool: Select the Data Pool that you created in Step 1.

      3. Data Model: Select Accounts Receivable Data Model as the data model.

      image50.png
    6. Step 4: Update Last Contact Type

      1. Connection: Select the User / Application Key connection to interact with Celonis. If you do not have an existing connection then you can create one by clicking the “Add” button.

      2. Knowledge Model: Select AR Collections as the knowledge model.

      3. Record: Select the Account record from the knowledge model.

      4. Augmented Attribute: Select the Last Contact Type attribute from the list.

      image43.png