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Celonis Product Documentation

Action Flow snippets

Action Flow snippets are highly reusable small chunks of automation that you can insert into your existing Action Flow to quickly enhance your automation workflow.

Use this snippet to:

  • receive data sent to Webhook

  • manipulate received data

  • write data into preconfigured Google Spread Sheet

For more information on how to set up an Action Flow using this snippet, see Add data received by a Webhook to Sheet.

Example of an Action Flow with two modules: Receive Data and Write Data to Table.

Use this snippet to:

  • consolidate data

  • filter output

  • change Sales Order

For more information on how to set up an Action Flow using this snippet, see Change Data in SAP.

Change Data in SAP snippet that consist of two modules: consolidate data and change Sales Order.

Use this snippet to:

  • consolidate data

  • build a CSV file

  • send email with attached CSV file

For more information on how to set up an Action Flow using this snippet, see Create CSV File from Celonis Output.

Example of Create CSV File from Celonis Output with three modules: Consolidate data, Creates CSV file, and Send Email with attached CSV.

Use this snippet to:

  • consolidate data

  • build HTML snippet

  • inform stakeholders

For more information on how to set up an Action Flow using this snippet, see Creating an HTML table from a Celonis Query Data output.

Example of Creating an HTML table and sending it using Mail snippet with three modules: Celonis, Tools, Email.

Use this snippet to:

  • watch emails of specific sender

  • filter emails on a phrase

  • forward the emails

For more information on how to set up an Action Flow using this snippet, see Filter and Forward Emails.

Example of Filter and Forward Emails snippet with two modules: Watch incoming Emails and Forward Emails.

Use this snippet to:

  • watch Excel file

  • build HTML snippet

  • notify recipient

For more information on how to set up an Action Flow using this snippet, see Notify about new Table Rows.

Example of an ACtion Flow with three modules: Watch Sales Order, Build HTML Table, and Send Mail with new Sales Order.

Use this snippet to:

  • collect data

  • push data to the Celonis Platform

For more information on how to set up an Action Flow using this snippet, see Push CSV to Data Integration

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Use this snippet to:

  • consolidate data

  • prepare data for sending

  • get right assignee

  • forward message to the right assignee

For more information on how to set up an Action Flow using this snippet, see Route Data to Employee.

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Use this snippet to:

  • send reminder in Teams channel

  • schedule on a daily basis

For more information on how to set up an Action Flow using this snippet, see Remind Daily in Teams Channel.

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Use this template to:

  • consolidate data

  • build HTML snippet

  • trigger skill and send mail by Celonis

For more information on how to set up an Action Flow using this snippet, see Send Email created by Celonis.

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Use this template to:

  • watch Google Sheets for new rows

  • send Slack message

For more information on how to set up an Action Flow using this snippet, see Send Sheet update via Slack.

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Use this template to:

  • create data structure to forward parameters

  • trigger a Machine Learning script with parameters

For more information on how to set up an Action Flow using this snippet, see Forward Parameters to Machine Learning Script.

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Use this template to:

  • set up an ML script that triggers an Action Flow

  • set up data structure to receive and work with that data

For more information on how to set up an Action Flow using this snippet, see Trigger an Action Flow from ML Workbench.

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