Workato

The #1 iPaaS delivering enterprise-ready AI agents by orchestrating AI, data, apps, and workflows.

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Description

Workato provides a unified platform designed for enterprise integration and automation. It functions as an Integration Platform as a Service (iPaaS), enabling businesses to connect applications, data, and orchestrate complex workflows across departments. The platform incorporates generative AI capabilities, including copilots and AI-driven workflows, to enhance automation and decision-making processes. Workato aims to streamline operations, improve efficiency, and accelerate digital transformation initiatives through low-code application building, API management, and data orchestration.

The platform caters to various teams within an organization. For IT, it assists with automating tasks like ticket escalation, threat resolution, and employee onboarding/offboarding. Marketing teams can leverage it for data cleansing, lead management, and campaign orchestration. HR can automate processes such as payroll, benefits administration, and hiring workflows. Finance departments can streamline quote-to-cash and procure-to-pay cycles, while Sales teams can optimize lead routing and CRM hygiene. Support functions benefit from automated ticket handling and enhanced customer experience management. Workato also offers embedded integration solutions for product teams.

Key Features

Enterprise iPaaS: Connects applications and automates workflows across the enterprise.
Workflow Bots: Automates tasks and processes within business applications.
App Connectors: Pre-built connectors for various SaaS applications and databases.
Low Code Apps: Enables building custom applications with minimal coding.
Data Orchestration: Manages and moves data across different systems.
B2B/EDI: Automates business-to-business document exchange.
API Management: Creates, secures, and manages APIs.
Generative AI & Agentic Framework: Incorporates AI copilots, workflows, and specialized agents (AgentX) for enhanced automation.
Embedded iPaaS: Allows embedding integration capabilities within other software products.
Process Insights: Provides visibility into automated processes.
Data Hub / MDM: Centralizes and manages master data.

Use Cases

Automating IT incident management and employee lifecycle processes.
Streamlining marketing lead capture, enrichment, and campaign orchestration.
Automating HR functions like onboarding, payroll, and benefits administration.
Simplifying finance processes such as quote-to-cash and procure-to-pay.
Optimizing sales operations including lead routing and CRM data management.
Enhancing customer support through automated ticketing and churn prediction.
Integrating applications like Salesforce, Slack, Marketo, NetSuite, ServiceNow, and Workday.
Building embedded integrations for SaaS products.
Orchestrating order-to-cash workflows.
Automating product-led sales motions.