Workato

What is Workato?

Workato is a comprehensive enterprise-grade workflow automation platform that enables businesses to integrate and automate processes across cloud and on-premises applications. The platform combines powerful integration capabilities with an intuitive, low-code/no-code interface, making it accessible to both technical and non-technical users. Workato's architecture supports scalable, secure automation with features like AI-powered assistants (Copilots), workflow apps, and intelligent document processing. The platform emphasizes security, governance, and collaboration while providing the flexibility to handle complex business processes across various departments and systems.

Key Features

• AI-Powered Automation

  Suite of AI Copilots that assist throughout the automation lifecycle, from recipe creation to optimization, with specialized tools for formula generation, data mapping, connector creation, and documentation.

• Common Workato Runtime

  Fully managed runtime environment that handles capacity planning, load balancing, and fault-tolerance automatically, providing near-unlimited scale with minimal operational overhead.

• Intelligent Document Processing

  Advanced document handling capabilities that extract structured data from various document types without templates, capturing context and relationships while maintaining compliance with standards like HIPAA and GDPR.

• Workflow Apps

  Low-code application development environment for creating custom business applications with task management, data tables, and integration with external platforms like Slack and Microsoft Teams.

• Enterprise Security

  Comprehensive security architecture including data encryption (in transit and at rest), role-based access control, audit trails, and governance tools to ensure data protection across integrations.

• Extensive Connector Library

  Over 1,000 pre-built connectors to popular applications and services, complemented by customizable REST connectors and an SDK for extending functionality to new systems.

Use Cases

• Cross-Application Workflow Automation : Automate end-to-end business processes like quote-to-cash workflows across multiple systems such as Salesforce, NetSuite, and other financial applications.
• DevOps and IT Process Management : Streamline IT operations by automating user provisioning across systems like Workday, Jira, and Okta, or synchronizing incident management between platforms like PagerDuty and Jira.
• Data Integration and Synchronization : Create robust data pipelines between databases, cloud storage, and applications, with capabilities for batch processing, validation, and transformation of data across systems.
• Document-Driven Workflows : Automate document-centric processes by extracting data from documents, routing for approvals, and integrating with collaboration tools like Box, DocuSign, and Slack.
• AI-Enhanced Business Processes : Leverage AI capabilities to generate content, summarize information, and enhance workflows, such as creating release notes from GitHub PRs or summarizing technical documentation.

FAQs