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Celonis Product Documentation

Use case templates for Action Flows

Use case templates - these are end-to-end automation workflows that can serve stand-alone automation. Use Case template are great if you want to save time on crafting your custom Action Flow and want to focus on the output of your automation.

For more use case templates, see Use Case Templates.

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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