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Customer onboarding with Salesforce and ServiceNow using Azure OpenAI

Customer onboarding with Salesforce and ServiceNow using Azure OpenAI

by Internal Labs

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0

Studio Web Template

Runs

10

Summary

Summary


Overview

Overview

Automate Your Sales-to-Onboarding Workflow with Salesforce, ServiceNow, Azure OpenAI, and Slack Integration

With the help of this template, a won opportunity within Salesforce automatically triggers the following sequence of actions:
  • an onboarding ticket is automatically created in the ServiceNow platform, ensuring an efficient onboarding process.
  • a summary report comprising the details is generated in Microsoft Azure OpenAI.
  • the concerned team is promptly notified via Slack, where the summary report is shared.
This automation links Salesforce, ServiceNow, Azure OpenAI, and Slack to enhance workflow efficiency.

Features

Features

Maximize Efficiency with Seamless Multi-Platform Automation Features

  • The template eliminates manual tasks by seamlessly connecting Salesforce, ServiceNow, Azure OpenAI, and Slack.
  • The standardized onboarding ticket creation and summary generation ensure a consistent approach to handling won opportunities.

Publisher

Internal Labs

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License & Privacy

License Agreement

Privacy Terms

Technical

Updated

Aug 7, 2023

Application

Microsoft Azure OpenAISalesforceServiceNowSlack

Support

UiPath Community Support

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