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I have successfully set up an Action Flow to output my Celonis Query in an Outlook 365 email. I use The Celonis Query Data module  → CSV module (create CSV) → Tools module to compose a String for the CSV file to be inserted as a file attachment in Outlook → MS 365 Email Outlook module to Create and Send an email. (see image below).

This all works great and we filter to output specific customer data. Today, we manually fill in the customer email contact info.

However, we would like to use the Customer Contact data from the Query (name/email_address) to automatically populate the MS 365 Email Recipient. I have observed that the Tools module is limiting what data flows into the Outlook module and within the Outlook module I do not have access to all of the individual Data values from the Celonis Query.

When I remove the Tools module, all of the Celonis Query Data module data is readily available for use in the Microsoft 365 Email Outlook module. (but I don’t have the CSV file formatted the way I want to be sent as an attachment.)

Has anybody encountered this and figured out a work around?

 

Hi David, 

you can see in your Action Flow example that the Celonis Query module is directly linked to the CSV module (grey-ish coloring). If you want to get the data for your Tools module you need to duplicate your Celonis module and link it to the Tools module. 

Does this answer your question?

Best regards

Jan 


Hi Jan,

 

Thanks for the response.

Can you help clarify something. I understand that removing the CSV module (and even removing the Tools module), would make the Celonis Query module data directly available for use within the MS Outlook module.  Since I need both the CSV Excel file input as an attachment in the MS Outlook email and the email_address data from the Celonis Query module for populating the Recipient: field(s) in the MS Outlook email, how do I bring the two separate AF streams together as a singular input into the MS Outlook email?

 


Hi David,

  1. Your first Celonis module queries the data for the CSV → only the data for your CSV, without data for the mail addresses
  2. Your second module is the CSV module which processes the data from (1).
  3. Your third module is another Celonis module for quering data but in this one you only query data for mail_address
  4. Your forth module is the Tools module where you compose the string of data.
  5. Your last module is the 365 outlook module where you put the data from (3) into the recipient field

 


Hi Jan,

Thank you. That worked and it was quite straight forward.

I have a ‘next step in sending the email’ question.

As part of the MS Outlook email recipient ‘To list’, the number of email recipients varies by customer and can vary from 1 contact to up to 9 contacts.

Do you have any insight into the best way to address this dynamic list of Recipients in the MS Outlook email to be sent?

FYI - I am looking into the Celonis ‘Get Assignee’ module to see if that will address this.

Thanks,

David


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