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Celonis Product Documentation

Send Email by Celonis
Introduction

You want to use an other mail as your own for testing purposes to automate mails? You can send them via noreply@celonismail.com using Action Flows and skills together. You can consolidate whatever data you want, bring it to the right format and then hand it over to a skill, where you have the possibility to send a mail by celonis. Please have in mind, that the skill action has a default limit of 100, so you should not build all of your automations on it, but using it to a smaller extent will be fine. A mail by celonis could look like this:

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Follow the step-by-step guide below to implement this solution for your Celonis Action Flows and Skills use case.

Sample Action Flow and Skill

The image below shows a working Action Flow which:

  • Accesses some Data you define which you want to put in a table to send.

  • Aggregates the data and brings it in a html format including the possibility to format given input (e.g. Dates).

  • Triggers a skill and transfers the HTML table to a skill to use the noreply@celonismail.com to send it via mail.

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Configuring Skill

Below you will find the step-by-step guide for configuring each action of the skill you need to send an email by Celonis via an Action Flow.

1. Choose the Skill option

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2. Select the Manual Sensor

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3. Choose the add new input button to have the possibility to transfer some data from the Action Flow to the Skill later

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4. Choose a name for the input to come and define the format

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5. Add the 'Email by Celonis' action as a next step

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6. Fill out recipient, subject and choose HTML as the Body type and

7. add the input of the manual sensor in the body field

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8. Save afterwards and

9. Publish the package (necessary to find the skill within the Action Flow)

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Configuring Action Flow

Below you will find the step-by-step guide for configuring each module of the above Action Flow.

1. Consolidate data

To get the data you want to use in the HTML Table you have to set up the Celonis Query Data Model. All information on how to do it can be found here. We use some Demo Data here as an example, getting Order IDs and the corresponding delivery dates.

Note

To not have that many results in our example we set the row limit to 5 to just get 5 results. You can add other filters here or as a filter between Query data and the following module. Just make sure the row limit is adjusted right. Default is 50.

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Configuration:

Action Flows Module: Celonis

Action: Query Data

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2. Build HTML snippet

to build up a html table you have to define a structure with table rows (<tr>) and table cells (<td>) which will later be included in a table structure to get the right format. Here you have the chance to format dates as we show it with the Delivery Dates.

Add for each column you want to have in your resulting table the structure <td> data of the column</td>

Text:

<tr>

<td>{{1.`Order ID`}}</td>

<td> {{formatDate(1.`Delivery Date`; "DD.MM.YYYY")}}</td>

</tr>

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Configuration:

Action Flows Module: Tools

Action: Text Aggregator

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3. Trigger Skill

Connect to your Celonis account and you should find the published skill in the dropdown menu at skills. The specified input for the skill (in this example we called it 'Table') should open up with the possibility for you to fill it. We add a HTML table and some text for the mail here (could also be done in the mail by celonis action in the skill). When running the action flow you should now be able to send mails via noreply@celonismail.com. Find the example mail on the right.

Table:

Styling html code:

<html>

<head>

<style> table, th, td {border: 1px solid black;border-collapse: collapse;} </style>

</head>

<body>

<h2> Delivery Dates </h2>

<p> See below the Delivery Dates.</p>

table html code:

<table style="width:100%">

<tr>

<th>Order ID</th>

<th>Delivery Date</th>

</tr>

{{2.text}}

</table>

HTML Tables

Find more information on how to send HTML tables in a mail and how to adapt the HTML code to your needs in this template.

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Configuration:

Action Flows Module: Celonis

Action: Execute Process Automation Skill

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Download Action Flows Blueprint

To download a blueprint of the Action Flow defined in this Help Page, click blueprint-EmailByCelonis-v2.json.

This blueprint can be imported into your Celonis EMS Team so that you can quickly make the required changes without needing to build the Action Flow from scratch.

Potential Alternatives

You could replace the Data Source (Celonis - Query Data) with any other source module of your choice e.g. Excel, Google sheets

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