Creating an automation
Enable autonomous process resolution by linking real-time data signals to automated system actions.
Full automation transforms Celonis from a monitoring tool into an active participant in your business logic. By pairing Smart Sensors with predefined Skills, the platform identifies process gaps and executes corrections instantly in third-party systems, removing the need for manual oversight or human intervention.
Autonomous workflows begin with a dedicated Skill container that houses the logic for your automated process.
Click Studio and select your package.
Click + Add Skills.
Enter a Skill name (the Skill key generates automatically).
Optional: Enter a description.
Click Create.
Smart Sensors act as the "eyes" of the automation, monitoring the Knowledge Model for specific data signals that require action.
In the Skill Editor, click Add a Sensor - Celonis - Smart Sensor.
Select the Knowledge Model containing your business logic.
Select the specific Data Record you want to monitor.
Add the PQL filter(s) that define the incident trigger.
Toggle the sensor state to Active.
Click Save and Add Next Step.
The action layer executes the actual resolution, bridging the gap between Celonis insights and your external system of record.
Under the sensor, click Add Next Step and choose an Action Category.
Select the Specific Action (e.g., Update Record, Send Notification).
Configure the required parameters and map your Connection Variables.
Repeat these steps for any subsequent logic branches.
Validation ensures that your logic behaves as expected before the Skill is promoted to a live production environment.
In the Skill Header, click Test to run the workflow against current data.
Open the Test Execution Logs to verify the output and resolve any errors.
Once validated, click Publish in the header to enable the Skill for live signals.
Continuous oversight is provided through execution logs, tracking every automated intervention and its success rate in real-time.
Navigate to the Logs tab in the Skill Header.
Select Execution Logs to view timestamps and specific logic paths taken.
Select Sensor Logs to monitor the volume of incidents detected versus those successfully triggered.
To update logic on a live Skill, perform your edits and click Publish again to push the changes.