Use Joule Studio to Create an FI Collection Email Drafting Assistant

1. Open Joule Work

   If you do not see the tiles, choose <> Develop.

2. On the Agent tile, choose Create.

   

3. In the Create Agent dialog, leave the selected New Solution unchanged, and fill in the agent details:

   Agent Name:

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   AR Collection Email

   Intent Statement:

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   Create an agent which drafts personalized collection emails based on payment history and outstanding items.

   You may either choose option Quick Create by skipping clarifying questions and start directly building the solution or choose option Ideate and plan by refining the intent before building. Please choose the option that best suits your needs by clicking on one of the below tabs.

This is where the tool tries to understand your intentions. The tool will attempt to understand your prompt and will likely ask you clarifying questions if you have not chosen Quick Create as mentioned above.

Once it decides it understands enough, it will map the challenge to SAP’s Reference Business Architecture and performs a fit-gap analysis. It has access to SAP Knowledge Graph, SAP LeanIX, and SAP Domain Models to help it create the intent document. Intent fit indicates how closely the proposed solution corresponds to your requirement.

1. If required, answer the questions set by the tool. The questions that the tool asks cannot be predicted, so you have to use your judgement. Bear in mind that the landscape has S/4HANA as a backend so tailor your responses accordingly. The more complex you make your scenario, the longer it will take to generate and test the solution. The screenshot below is just an indication of what you might see. Joule might provide a selection of answers that you can choose from.

   Question	Answer
   Who are the primary users of this agent? (e.g., Accounts Receivable clerks, finance managers, collections team)	Accounts receivable clerks and finance managers
   What pain points do they face today when drafting collection emails?	Manual email draftings, escalation tone Is applied inconsistently, inaccurate emails damage customer relationships
   What data should the agent use to personalize emails?	Outstanding invoice amounts and due dates, customer payment history, customer master data
   How should the agent handle escalation?	Select a tone automatically (friendly reminder → firm → legal warning) based on days overdue or number of prior reminders. AR clerk must review and approve drafts before sending.
   What is your current system landscape?	SAP S/4HANA Public Cloud
   What does success look like for this agent?	Reduction in time spent drafting emails, improved collection rate, fewer customer complaints about tone or inaccurate content

   

2. Once the intent document is created, proceed to the next phase, which is requirement generation. This might happen automatically if you have selected Quick Create at the start. If processing is waiting for your input to proceed, enter Create Requirement or similar. While the requirements are being generated, you can explore the intent on the Idea Board.

   

When the requirement is ready, you have the opportunity to review and refine it. For this tutorial, you will accept suggested product requirement document without changes. To progress to the next phase, you need to transform the PRD into a technical specification.

Depending on your role in your company, you might be finished at this point and make the PRD available to a different team to take further. However, in this tutorial, you are taking the project forward with the generation of a technical specification.

1. Enter Create Specification. This might happen automatically if you have selected Quick Create at the start. While the specification is being generated, you can explore the Requirement.

   

2. In particular, look at the Solution Architecture section to see what will be created.

   

When the specification is complete you could pass it on to another team to do the implementation. However, here you are going to get the tool to implement the agent. This might happen automatically if you have selected Quick Create at the start.

1. If processing is waiting for your input, enter Implement the Solution. The tool will work through the tasks defined in the specification. When it is finished, it will update the specification to show the tasks have been done. While the solution is being generated, you can explore the Specification.

   

Wait until the solution is implemented successfully. You can then try out your agent.

1. Go to Solution and try your agent. What you can do will depend on what has been implemented.

   

2. Ask How can I use this solution?.

   

3. You can check the solution Code.

   

For the Agent Lab, you will not be deploying your agent. However, the code that has been generated follows SAP best practices and would be deployable to the runtime by choosing Deploy.