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The Action Bar can be deployed on any application — SAP or non-SAP — to streamline user workflows and enhance productivity and business outcomes across any business domain. Use the examples to spark ideas for how you can bring real-time assistance and contextual actions into your users' daily flow of work.
| Use Case | Application | Description |
|---|---|---|
| IT Service Management | ServiceNow | A service agent reviewing a list of tickets receives an urgent ticket alert in the action bar, prompting immediate action. |
| Lead Management | A sales rep viewing a lead's LinkedIn profile uses the action bar to craft a personalized reachout message. | |
| Sensitive Data Discovery | CRM | A bank employee filling out a form (new account, loan/credit, wire transfer, KYC/AML) is alerted by the action bar of a compliance risk, such as entering personally identifiable information (PII) in a restricted field. |
| Workflow Completion | Outlook / Gmail | A manager receiving an email with an approval request (for example, expense, access, purchase) receives a one-click “Approve” or “Update Record” action in the action bar, pulling relevant details automatically from the email and SAP backend systems. |
| Cross-Platform Data Retrieval | SharePoint / Google Docs | A project manager preparing a status report uses the action bar to retrieve live data, such as open purchase orders or expense reports, directly from SAP S/4HANA or Concur. |
| Leave and Time Tracking | Outlook / Gmail | An employee drafting a time-off request email is prompted by the action bar to create a formal request in SuccessFactors. Relevant details from the email (for example, dates, duration) are auto-extracted from the page, enabling quick submission without leaving the inbox. |
| Employee Recognition | Outlook / Gmail | A manager writing a congratulatory email to a team member is prompted by the action bar to initiate a Spot Award in SuccessFactors. The action bar auto-detects the recognition context from the page, surfaces the award form, and pre-fills recipient and message details. |