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https://airtable.com/appfNdMgIxZnM74UD/shrv3p9BHB6sEfEkH

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titleHR

HR Systems

  1. Workday

  2. ADP Workforce Now

  3. SAP SuccessFactors

  4. Dayforce

  5. UKG

  6. BambooHR

  7. Paylocity

  8. Gusto

  9. Namely

Prompt

Solution Area

Description

Lookup employee details

HR

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titleExample

image-20240920-014011.pngImage Removed

Get leave balance

HR

Request time off

HR

Get contact information

HR

Update home phone number

HR

Get manager

HR

List of people reporting to employee

HR

Update preferred name

HR

Lookup Birthdays

HR

View benefit elections

Benefits

View benefit eligibility

Benefits

Enroll in benefit plan

Benefits

Help with open enrollment

Benefits

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titleIdentify Management
Panel
panelIconIdatlassian-note
panelIcon:note:
bgColor#FFEBE6

Identity Management

  1. Entra ID

  2. Google Workspace

  3. Okta

  4. Ping Identity

  5. JumpCloud

  6. Saviynt

  7. OneLogin

  8. Sailpoint

Prompt

Solution Area

Description

Create user account

Account

Suspend user account

Account

Assign groups to user

Account

Assign roles to user

Account

Assign licenses to user

Licenses

Provision apps to user

Apps

De-provision apps

Apps

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titleCRM, Contract Management
Panel
panelIconIdatlassian-note
panelIcon:note:
bgColor#79E2F2

CRM, Contract Management

  1. Salesforce

  2. Hubspot

  3. Ironclad

Prompt

Solution Area

Description

Lookup case

CRM

Lookup customer

CRM

Lookup contact

CRM

Summarize case comments

CRM

Add comment to case

CRM

Find all open cases for this customer

CRM

Get status of contract

Contract

Approve contract

Contract

Send contract

Contract

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titleERP, Financials Systems
Info

ERP, Financials Systems

  1. Netsuite

  2. Workday Financials

  3. Oracle Business Suite

  4. SAP

  5. Coupa

  6. Concur

Prompt

Solution Area

Description

Approve or Reject purchase orders

Fin

Lookup invoice

Fin

Create requisition

Fin

Approve requisition

Fin

Create supplier

Procurement

Update supplier contact information

Procurement

Get risk details for supplier

Procurement

Get expense report details

Expenses

Approve expense report

ExpensesThe OnLink AI Rovo Agent allows you to connect Rovo to any SaaS system. You can create what we call a Topic. A Topic is what you want to pull from the target system e.g. Job Details, Leave, etc. Topics can also be more generic e.g. Employee, Vendor, etc. Once a topic is defined, users can ask the agent for information by saying things like “get me job details for the assignee of this issue”.

Summary

Screenshot

Description

Add new topic

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Once you install OnLink AI, go to Apps - Manage your apps menu and click on OnLink AI in the left side menu. Then click on “Rovo Agent”. Here you can add new topics.

Templates

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Use the provided Templates to make it easy to configure your topics.

Security

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You can define who the authorized users are that can ask for information about other users. Only information asked about the requesting user is available by default.

Resolver

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If you want to enable user lookups i.e., @-mentions, assignee, reporter keywords, etc then you need to first use OnLink to load all employees to JSM Assets. You should, at minimum, load the reference ID (e.g. employee ID) of the employee in your HR system as well as the field users will ask for e.g. email or Jira User ID.

AQL for email or account Id look up can be set here. The “Return Attribute” is the name of the attribute that holds the employee reference ID.

HTTP

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Configure the HTTP endpoint by providing the method, URL and other details. You can also test the endpoint here.

Prompt Response

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When you Test the endpoint, the API Response is displayed. You can then configure what fields you want to return in the Prompt Response. Use curly braces to include the specific fields.

You can also use simple expressions (if/else), calculations ($dateDiff, $numbersDiff, etc) and keywords (e.g. $today).

Here are a couple of examples:

Code Block
"Message": "$dateDiff({HireDate}, {$today}) eq 0 ? 'Congrats' : ''"
"UpcomingLeave": "$dateDiff({LeaveStart}, {$today}) gt 10 ? 'No upcoming leave in next 10 days' : 'Leave planned in next 10 days'"

You can also include static text e.g. Suggestions that are displayed to user on what other things they can do with the agent.

Resolution Instructions

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Optional. Provide a link to a Confluence page that has instructions to resolve tickets. You can use the out of box Rovo agent e.g. Service Request Helper to either generate this text. This link is meant to be a curated set of instructions.

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