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.
Use this template to:
create a PDF report from a Studio Analysis
send PDF to specified email recipients
For more information on how to set up an Action Flow using this template, see Send PDF Report via Mail.
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Use this template to:
parse your emails
filter the attachments
archive in OneDrive
For more information on how to set up an Action Flow using this template, see Archive invoice attachments in emails to Sharepoint.
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Use this template to:
read CSV files
create Sales Orders in SAP
For more information on how to set up an Action Flow using this template, see Create new Sales Order from CSV files.
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Use this template to:
consolidate data
build HTML snippet
notify using Teams
For more information on how to set up an Action Flow using this template, see Escalate urgent Orders to Order Managers.
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Use this template 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
For more information on how to set up an Action Flow using this template, see Notify about Manual Delivery Blocks once.
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Use this template to:
consolidate data
split data and prepares for sending
get right assignee
forward message to right assignee
For more information on how to set up an Action Flow using this template, see Route Communication.
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Use this template to:
watch a Slack Channel for a trigger phrase
trigger a Machine Learning script
For more information on how to set up an Action Flow using this template, see Trigger Machine Learning Script.
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Use this template 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
For more information on how to set up an Action Flow using this template, see Trigger Warning Email grouped by contact in Business View.
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Use this template 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
For more information on how to set up an Action Flow using this template, see Send Excel File via Mail.
