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Celonis Product Documentation

Action Flow Templates

To kickstart your Action Flow implementation, we provide frequently used templates below. The snippets can be used to inspire how key modules can be used in various use cases.

If you need some help on how to deal with blueprints (format of the templates), you can have a look here:

Exporting and Importing Blueprints

Note

If you find any mistakes, please create a ticket in the customer support section of Celopeers. Thank you for your participation in making those templates as useful as possible.

Action Flow Template Types:

Action Flow Snippets

The Action Flow Snippets are helpful templates as a base for a use case and are rather generic and thus useful in different scenarios.

Add data received by a Webhook to Sheet

This template helps you to:

  • receive data sent to Webhook

  • manipulate received data

  • write data into preconfigured Google Spread Sheet

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Change Data in SAP

This template helps you to:

  • consolidate data

  • filter output

  • change Sales Order

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Create CSV File from Celonis Output

This template helps you to:

  • consolidate data

  • build a CSV file

  • send email with attached CSV file

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Creating an HTML table and send it via Mail

This template helps you to:

  • consolidate data

  • build HTML snippet

  • inform stakeholders

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Filter and Forward Emails

This template helps you to:

  • watch emails of specific sender

  • filter emails on a phrase

  • forward the emails

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Notify about new Table Rows

This template helps you to:

  • watch excel file

  • build HTML snippet

  • notify recipient

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Push CSV to Data Integration

This template helps you to:

  • collect data

  • push data to the Celonis Platform

Push CSV to Data Integration (OneDrive version)
Create and Push CSV to Data Integration (CreateCSV version)
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Route data to Employee

This template helps you to:

  • consolidate data

  • prepare data for sending

  • get right assignee

  • forward message to the right assignee

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Remind Daily in Teams Channel

This template helps you to:

  • send reminder in Teams channel

  • schedule on a daily basis

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Send Email by Celonis

This template helps you to:

  • consolidate data

  • build HTML snippet

  • trigger skill and send mail by Celonis

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Send Sheet update via Slack

This template helps you to:

  • watch Google Sheet for new rows

  • send Slack message

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Forward Parameters to Machine Learning Script

This template helps you to:

  • create data structure to forward parameters

  • trigger a Machine Learning script with parameters

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Trigger an Action Flow from ML Workbench

This template helps you to:

  • set up an ML script that triggers an Action Flow

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

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Use Case Templates

The Use Case Templates are helpful templates to implement a specific scenario.

Send PDF Report via Mail

This template helps you to:

  • create a PDF report from a Studio Analysis

  • send PDF to specified email recipients

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Archive invoice attachments in emails to SharePoint

This template helps you to:

  • parse your emails

  • filter the attachments

  • archive in OneDrive

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Create new Sales Order from .csv Files

This template helps you to:

  • read .csv files

  • create Sales Orders in SAP

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Escalate urgent Orders to Order Managers

This template helps you to:

  • consolidate data

  • build HTML snippet

  • notify via Teams

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Notify about Manual Delivery Blocks once

This template helps you to:

  • query Sales Orders which got a manually set Delivery Block

  • filter out distinct values

  • send E-Mail with those Sales Orders

  • write Sales Orders into table and pushes Table back to Celonis Data Integration

  • add Filter for previously checked Sales Orders to not include twice

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Route Communication

This template helps you to:

  • consolidate data

  • split data and prepares for sending

  • get right assignee

  • forward message to right assignee

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Trigger Machine Learning Script

This template helps you to:

  • watch a Slack Channel for a trigger phrase

  • trigger a Machine Learning script

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Trigger Warning Email grouped by contact in Business View

This template helps you to:

  • receive bundles sent by a Skill

  • query Data for the Purchase Orders received

  • group Purchase Orders by contact person & sends that via email to the contact

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Send Excel File via Mail

This template helps you to:

  • Create a Microsoft 365 Excel Table from scratch with custom header

  • Fill Excel table with Celonis Data

  • Send data both as an HTML table in-line and as an Excel file via mail

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Email Configuration

Responsible: IT / server administrator

If you want to implement action flows that automatically send emails to customers or internal stakeholders, please follow the information below to connect to your own mail accounts. The document lists the necessary requirements, authentication options, and permissions to be granted to the user.

Please feel free to choose the most feasible solution with your system. If you do not find a feasible solution for your IT system, please submit a feature request or get in touch with your contact at Celonis.

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