Create your first genie ​

Sign in to Workato.

Go to AI Hub > Genies and click + Create genie. Alternatively, you can create a genie from the Projects page by clicking Create > Genie or pressing C+G.

Select New genie to create a blank genie.

Use the Location drop-down menu to select a location for your genie.

Enter a request or goal for your genie in the What would you like your genie to help with? field.

Create a genie

Click Start building. The genie Build page displays.

Genie build page

Sign in to Workato.

Go to AI Hub and click the Genies tab. A list of your existing genies displays.

Select the genie you plan to rename.

Click the genie name.

Click the genie name

Enter a new name for your genie.

Click ✓ (Save) to save your changes.

Click Save

Go to the Job description section.

Go to the Job description section

Review the detailed instructions generated for your genie in Job description. For example:

What's my job?
Example: "You are a recruiting coordinator who schedules interviews and keeps candidates informed. Your goal is to reduce time-to-hire while ensuring a positive candidate experience."

Who will need my help?
Example: "Hiring managers need interview coordination, HR recruiters want automated communications, and job candidates need timely updates and interview details."

How do I get things done?
Example: "Check calendars first, propose 3 time slots, send invites once confirmed. Pull latest info from ATS for status updates. Always confirm details before acting and follow up within 24 hours."

What should I avoid?
Example: "Don't make hiring decisions, share salary ranges, or promise specific timelines. Never share candidate info between candidates. Escalate sensitive situations to hiring managers immediately."

What results do you want me to track?
Example: "Same-day interview scheduling, 90%+ candidate response rates within 48 hours, and hiring manager satisfaction scores."

How should I talk to people?
Example: "Be warm with nervous candidates, concise with busy hiring managers. Use 'your interview is scheduled' language and always include next steps."

Any extra tips?
Example: "Double-check calendar availability to avoid conflicts. Over-communicate with candidates rather than leaving them wondering. Keep common Q&A responses ready."

Optional. Click Edit to update the job description and then click Save.

Edit the job description

Go to the genie where you plan to add your AI model.

Click Edit.

Click AI model.

Click AI model

Select whether to use your own LLM or an LLM hosted by Workato:

Optional. Click Use as default for new genies to use this model as the workspace default.

Click Select LLM.

Optional. Click Test to test the accuracy of the LLM for your scenarios.

Sign in to Workato.

Go to AI Hub.

Click Genies.

Click Create to build your own genie.

Enter a request or goal for your genie in the What would you like your genie to help with? field.

Create a genie

Use the Save genie in drop-down menu to select a location for your genie.

Click Start building. The genie Build page displays.

Genie build page

Go to the Chat interface field and click Select chat interface to open the configuration page.

Select your chat interface

Use the Where should users interact with this genie? field to select the app you plan to use as your interface.

Sign in to Workato.

Go to AI Hub > Genies.

Select the genie where you plan to create a knowledge base.

Go to the Knowledge base section and click + Add.

Select + New knowledge base.

Enter a name for your knowledge base in the Knowledge base name field.

Create a knowledge base

Use the Location drop-down menu to select a location for your knowledge base.

Enter a description for your knowledge base in the Description field. Genies use descriptions to understand the context and purpose of the knowledge base to determine when to use it.

Go to the How will you add data section and select the data source you plan to use to sync the information in your knowledge base.

Click Create knowledge base.

Sign in to Workato.

Go to AI Hub > Genies.

Select the genie where you plan to create a knowledge base recipe.

Go to the Knowledge bases section and select the knowledge base where you plan to add your knowledge recipe.

Click + Add knowledge.

Select New knowledge recipe.

Enter a name for your knowledge recipe in the Recipe name field.

Use the Location drop-down menu to select a location for your knowledge recipe.

Set up your knowledge recipe

Click Start building. The recipe editor opens with the Store knowledge action automatically selected.

Configure your trigger.

Knowledge recipe with Store knowledge in a knowledge base action automatically selected

Test your recipe to ensure workflow compatibility with your genie.

Click Save.

Go the genie where you plan to add knowledge.

Click Edit.

Go to the Knowledge bases section and click + Add.

Click + Add

Search for and select the knowledge you plan to add to your genie.

Sign in to Workato.

Go to AI Hub > Genies.

Select the genie where you plan to add the skill.

Go to the Enterprise skills section and click + Add.

Select Skill.

Select New skill and click Create new skill.

Select New skill

Alternatively, you can create a skill from the Projects page by clicking Create > Skill or pressing C+S.

Provide a name for your skill in the Skill name field.

Use the Location drop-down menu to select a location for your skill.

Click Start building. The recipe editor opens with the Start workflow trigger and Return response action automatically selected.

Use the Require user confirmation before executing skill? drop-down menu to determine whether a skill must be confirmed by a user before executing.

Provide a description for your skill workflow in the When should your genie run this skill? field. The genie uses this description to decide when to trigger this workflow.

Go to the What inputs will your genie require to run this skill? section and click Use JSON or Add fields manually to provide a description of the schema recipe parameters.

Go to the Result schema section and click Use JSON or Add fields manually to provide a description for the recipe return value.

Click Select an app and action step in the recipe.

Search for and select the app you plan to use. A list of available actions for the app displays.

Select the action you plan to use.

Select the connection type you plan to use for the skill.

Choose a connection type

• End user's connection: Skills perform actions based on the identity and permissions of the user who connects to the application. Users authenticate with their own credentials to execute the skill.
• This recipe's connection: This option uses the connection established by the recipe builder and follows the same principles as normal app connections.

Provide a name for your connection in the Name field.

Use the Location drop-down menu to select the project where you plan to store the connection.

Provide information for all required app connection fields. Connection configuration fields vary based on the app you select.

Click Connect.

Test your recipe to ensure workflow compatibility with your genie.

Click Save.

Go the genie where you plan to add an existing skill.

Click Edit.

Go to the Enterprise skills section.

Click +Add > Skill.

Select Add existing skills.

Select Add existing skills

Search for and select the skill you plan to add to your genie.

Select skills

Click Add skills.

Sign in to Workato.

Go to AI Hub > Genies.

Select the genie to edit.

Click Edit.

Go to the Enterprise skills section and click + Add.

Select MCP server.

Select a common provider MCP server or click + Custom MCP server.

Select an MCP server option

Configure your MCP server:

Go to the chat interface configured for your genie. For example: Workato GO.

Go to AI Genies and select the genie you plan to use.

Start a chat with your genie.

Click the attachment icon (paperclip).

Click the attachment icon

Go to the file or image you plan to upload in your file system.

Click the file or image and click Open.