
Changes to Data Integration, PI Graph, Process Designer + more
DATA INTEGRATION Celonis Platform Adoption extractor DATA INTEGRATION NetSuite extractor now available PI GRAPH Custom categories for object and event tags PI GRAPH Issues to fix displayed in Objects and Events dashboard PROCESS DESIGNER Applied filters added to search results PROCESS NAVIGATOR Navigation and process journey enhancements STUDIO Configure event count filters for Views STUDIO Process Copilots are now in General Availability STUDIO Annotation Builders are now in General Availability STUDIO New validation table for Annotation Builders STUDIO Process Copilots for external systems STUDIO Plain text variable behavior updated STUDIO Component configuration UX updates STUDIO Scheduling View reports STUDIO Maximum View height increased TASK MINING Workforce Productivity app for Task Mining now in General Availability Keep track of Celonis platform changes:Explore Planned Releases Subscribe to our bi-weekly email for a summary of what’s changed Sign up separately for platform status alerts. DATA INTEGRATION Celonis Platform Adoption extractor The Celonis Platform Adoption extractor now supports OAuth2 authentication, requiring you to configure an OAuth client in your Celonis Platform team. This extractor allows you to extract usage data from your Celonis Platform team, including usage logs, login histories, and user information.If you previously configured this extractor using App Key authentication, we recommend transitioning to OAuth2.For more information, see: Celonis Platform Adoption extractor. DATA INTEGRATION NetSuite extractor now available You can now connect your NetSuite instance to the Celonis Platform using our NetSuite extractor. This extractor supports a number of common database features, including (but not limited to) the following:Authentication types: Database credentials and OAuth. Connection settings: Pseudonmyzation algorithms, parallelization of table extractions, and timeout for database connection. Object types: Tables and views. Data processing and resolution: Duplicate removal, debugging, extraction previews.For a full overview of supported database features, see: Supported database connections.To learn how to connect to your NetSuite instance to the Celonis Platform, see: NetSuite PI GRAPH Custom categories for object and event tags You can now create categories to group tags that you're using for object-centric process mining. You can still use the existing "Custom processes" category for custom process tags, or you can create new categories in the Filters panel on the Objects and Events pages of the user interface.To add a new category, click the plus sign at the top of the Filters panel to open Add category at the end of the panel. Type the name of your new category and click Save to add it to the Filters panel. The category name can be up to 41 characters long (including spaces), and it must be different to the existing category names. Your new category appears in the Filters panel in edit mode. To add each custom tag, click Add tag. Type the tag name, then select the checkmark icon to add it. Custom tags can be up to 41 characters long (including spaces), and they must be unique across all the categories. When you've added all the tags you want, click Done. To edit the category name or one of the tags you've added to it, open the context menu (the three vertical dots) for the category, and select Edit. While you're in edit mode, you can rename a tag or the category, add or delete tags, or delete the whole category. PI GRAPH Issues to fix displayed in Objects and Events dashboard The Issues to fix list is now generally available in all Celonis teams. In the Objects and Events dashboard, the list displays any critical issues that you need to fix in order to make your object-centric data model work. It includes issues that stop you from saving or publishing your model, issues that stop a transformation script from running, and errors while the data model for a perspective is loading. You can expand any item to see what the problem is and use the link to view it. If there aren't any critical errors, we'll tell you that too, so you don't have to look through the individual item lists and logs for critical errors. PROCESS DESIGNER Applied filters added to search results With this release, you can now see all filters that have been applied to a search within the Process Designer.For more information about Celonis Process Management or the Process Designer, see: Process Designer User Guide. PROCESS NAVIGATOR Navigation and process journey enhancements With this latest Process Navigator release, we've made the following enhancements:The Process Journal has been updated to include a Process Journey view. This view is a less-technical version of the Process Model view, offering information about the sub-steps in a process to users who are unfamiliar with BPMN models.For more information, see Drilling down with Process Navigator. The Process Navigator homepage now includes side navigation. This navigation provides an overview of all your processes and content at a glance.For more information, see Getting started with Process Navigator. STUDIO Configure event count filters for Views With this release, you will be able to apply event count filters to Views that have process filters enabled. Event count filters enable you to select objects where an event occurs less or more times than a defined start and end threshold e.g. only objects where "Invoice paid" happens more than once.In this example, the Sales Order Activity event log will be filtered to show only the Confirm order event. Using this filter, you can see the event count distribution where the selected event occurred zero, twelve, and twenty four times per object.For more information about configuring advanced filters, see: Advanced filters.And to learn more about process filters, see: Process filters. STUDIO Process Copilots are now in General Availability Process Copilots are AI-enhanced Studio assets that allow you to interact conversationally with your Celonis data. Each Process Copilot is configured with one of your Knowledge Models to help you analyze your data using predefined prompts or asking your own questions to generate a response in a variety of formats.Each Process Copilot will only have access to the data you choose from the selected Knowledge Model. You can create multiple Process Copilots to work with different Knowledge Models or to focus on different use cases within your data.Once configured, Process Copilots can be utilized by any Apps user to answer questions regarding their data, build custom graphs and tables, or look for improvement opportunities within the data. These conversations are saved in the Celonis Platform and can be shared with other users with access to Studio.Users can interact with a Process Copilot through quickstart questions, template prompts, dropdown lists of suggested interactions or a free text field where they can ask their own questions. Admin users can also create their own KPIs or commonly asked questions that will be pinned to the start screen as a launching point for each new session.For more information, refer to Process Copilots. STUDIO Annotation Builders are now in General Availability Studio’s new Annotation Builder is an AI-enhanced asset that enriches the data in your Process Intelligence Graph using Large Language Models to interpret your data.The Annotation Builder is a no-code environment that uses GenAI to structure your data and reason through it to generate decision and action recommendations. You will give Annotation Builder information and guidance in natural language describing how you want it to make decisions and it will use its ability to process natural language to determine which decision makes the most sense. Annotation Builder will produce AI annotations that enrich your data, making it more valuable for analysis and automation.For more information, see Annotation Builder. STUDIO New validation table for Annotation Builders The Annotation Builder asset in Studio is introducing a new feature that generates a preconfigured "Validation Table" that allows analysts to evaluate the accuracy of the annotations being generated. This table includes the original data, the AI-generated annotations (e.g., predicted categories, reasoning, etc.), and columns where analysts can add their feedback directly into the table using free text fields and pre-populated dropdowns.Analysts can generate the validation table automatically by clicking the Use in a View button on the Annotation Builder screen. The validation tables can be added as a new View in Studio or embedded in an existing Studio View. The table is generated automatically based on the annotations generated with no additional set up or configuration required.In the validation table, analysts can review the individual annotations, add comments, and collect data to improve the prompts used by this Annotation Builder. If the analyst provides feedback in the validation table, the accuracy statistics for this Annotation Builder are updated automatically and displayed on the Annotation Builder overview screen. STUDIO Process Copilots for external systems Process Copilots can now be created for use with external systems such as Microsoft Teams or Slack. These new Process Copilots serve as a conversational chat assistant that runs on the Celonis Platform while communicating with an external system via the Celonis Intelligence API. Users can post a message in Teams or Slack that is transmitted to a Process Copilot published on the Celonis Platform and the response from the Process Copilot is returned to the external system using the same API.These new Process Copilots are configured and published using the same steps as the current Process Copilots. Once the Process Copilot has been published, the Process Copilot API specification is customized to integrate with the external system. This API specification can be copied or downloaded to use when configuring the API connection in the external system.Note: When configuring the Process Copilot, note that tools containing View components cannot be used for this type of configuration.When the API is called from the external system, the integration is used to pass messages between the Celonis Platform and the external system. The connection to the Celonis Platform can be authenticated by using OAuth to provide user access or creating an application key to allow system access.For more information, see Create for external systems. STUDIO Plain text variable behavior updated When creating and using plain text variables (also known as runtime variables) in your Studio packages, the following behavior has been updated:The value of the plain text variable in Studio is now published to Apps, provided that this value remains unchanged in Apps (i.e. App user don’t update the variable in Apps, for example with an input). Previously, this value was published from Studio to Apps only the first time the variable was published.We've also added a column called Value in Apps, allowing you to efficiently view and reference the value of the variable within the existing app.For more information about Studio package variables, see: Variables STUDIO Component configuration UX updates We've made a number of user experience enhancements to our Studio component configuration panels, including the following:Add data to component: You can now click 'Add data' within the component configuration, allowing you to select data via the PQL editor. Filter queries visually connected: Filters and query openers are now visually connected to their respective queries, so it’s easier to understand when multiple queries are present in a component. Breakdown selector / node switcher: In a table's breakdown selector and Network Explorer's node switcher, the radio button now highlights the default selection. You can also now expand or collapse these sections as needed. STUDIO Scheduling View reports This feature is currently available as a Private Preview only During a Private Preview, only customers who have agreed to our Private Preview usage agreements can access this feature. Additionally, the features documented here are subject to change and / or cancellation, so they may not be available to all users in future.For more information about our Private Preview releases, including the level of Support offered with them, see: Feature release types.In addition to manually exporting your Views as PDFs, you can now schedule automated emails to be sent with the View report PDFs attached. These emails can be sent on a daily, weekly, or monthly basis, with the ability to customize the email and the PDF settings for each report.You can schedule your Studio View reports within a View by clicking Share or export View - Schedule reports:Once scheduled, your Studio View reports can be edited, permanently deleted, and activated / deactivated depending on its status:For more information about scheduling View reports, see: View Reports. STUDIO Maximum View height increased The maximum height for Studio View is now 10,000 pixels, having previously been set at 3,000 pixels. When editing a custom height View, your View height can be configured in two places:From the View settings menu: At the bottom of the View editing area: While the maximum height for custom Views is 10,000 pixels, we recommend designing your apps to focus on key themes, patterns, and focus areas. By taking advantage of features such as View tabs and containers, you can publish apps that are easier for your users to view.To learn more about designing your Studio Apps with data in mind, see our App Building Guidelines: App building guidelines TASK MINING Workforce Productivity app for Task Mining now in General Availability We’ve made significant updates to the Task Mining Workforce Productivity App for this GA release. Designed to provide deeper insights and cover broader use cases within Task Mining, this enhanced app is ready for production use. The new version installs automatically when you create a new Task Mining project, or you can install it anytime from the Celonis Marketplace (search for 'Workforce Productivity').Key upgrades to the app include: New Overview Tab: Delivers quick, high-level summaries of key metrics. New Capacity Tab: Helps visualize and compare team and region capacity, and track trends over time. Improved Productivity Tab: Offers deeper analysis of work patterns and introduces a new idle category. Enhanced Settings: Change more settings to simplify app setup. Simplified App Classification: Features an easy-to-use in-app table for selecting productive applications. Third-Party Data Integration: Supports optional import of data like HR team hierarchies for seamless team-based drill-downs. In-App Guidance: Provides actionable tips on using the insights to drive improvements. The new version of the app is available in some realms already, and we’ll be rolling it out to others over the next few weeks.