Bundle multiple records in Process Automation

Hi Irfan,

Is this example useful for you?

Send Email created by Celonis

Kind regards,

Jan-peter

Hi Jan, Thanks for your reaction!

If I understand correctly, the Action Flow is executed first then the Skill is triggered by the Action Flow --> How do I pass the selected records to the Action Flow and execute it from a View?

As far as I know, manually triggered Action Flows is not possible yet.

Best regards

Irfan

Hi Irfan,

You can manually execute an Action Flow, by creation a webhook where it listens to. I see however, that there is an example that does exactly what you need: Trigger Warning Email grouped by contact in Business View (celonis.com). In this example, you do it the other way around, by grouping your bundle in the skill, and send it to the Action Flow using a webhook. In the future this will hopefully be better integrated, but I hope this helps so far.

Kind regards,

Jan-peter

Hi Jan-peter,

this is almost what I need! There is one remaining challenge though that I have forgot to add to the requirements above 😄

The Email must not be sent automatically. Instead, a draft should pop-up first before the user eventually hit on send. This can be configured easily in a Skill as you would only tick "Manual input" in the E-Mail Action in the Skill. Then upon clicking on the action in the view, a pop-up directly in the view appears.

This is more complicated with Action Flows. There is a module to create a draft message, but the draft will only show up in Outlook, if your Microsoft account is connected to the AF module. So if the module is configured with my account and another user is triggering the action, the draft will only show up in my account and not in that user's.

I am thinking to jump from a Skill to an Action Flow to bundle the orders, then jump to another Skill that created a draft mail message that pops-up directly in the view. What do you think about this? Any other ideas?

Best

Irfan