Agent Studio use cases

FEATURE AVAILABILITY

Agent Studio is in public beta.

Public beta features have passed the development phase and are ready for customer use. Our goal is to gather your input to ensure the reliability of upcoming feature enhancements.

Workato may update functionality or change feature availability for customers without prior notice during the public beta release.

You can use Agent Studio to build customized genies capable of handling your workflows. Genies can be designed to perform the following roles:

Logistics coordinator genie

You can create a logistics coordinator genie to streamline supply chain operations by tracking shipments, managing inventory updates, and coordinating delivery schedules.

Key capabilities

The following features enable logistics coordinator genies to perform their roles effectively:

• Shipment tracking: Monitor real-time shipment statuses and notify stakeholders of delays or delivery confirmations.
• Inventory updates: Sync with warehouse systems to provide current stock levels and trigger reorders when thresholds are met.
• Delivery scheduling: Coordinate delivery windows with carriers and customers based on availability and route optimization.
• Exception handling: Detect and flag anomalies like lost items or delays for human review.
• Carrier performance insights: Analyze trends to identify high-performing and under-performing logistics partners.

Data analyst genie

You can create a data analyst genie to help teams explore trends, generate reports, and make informed decisions by automating data collection and interpretation tasks.

Key capabilities

The following features enable data analyst genies to perform their roles effectively:

• Automated data aggregation: Pull data from multiple sources, such as APIs, spreadsheets, and databases and standardize it for analysis.
• Trend detection: Use built-in logic or models to surface anomalies, outliers, or recurring patterns in business metrics.
• Custom report generation: Automatically compile insights into presentation-ready dashboards or scheduled reports.
• Interactive querying: Respond to natural language questions with contextual insights, charts, or metrics.
• Goal tracking: Monitor key performance indicators (KPIs) and alert stakeholders when values fall outside of expected ranges.

R&D workflow genie

You can create an R&D workflow genie to support research and development teams by organizing experiments, tracking results, and generating reproducible workflows.

Key capabilities

The following features enable R&D workflow genies to perform their roles effectively:

• Experiment logging: Record structured inputs, methods, and outcomes for ongoing tests or research.
• Version control integration: Track changes to research models, datasets, or documentation.
• Collaboration coordination: Assign tasks or reviews to specific researchers and track completion.
• Insight extraction: Summarize trends or patterns from past experiments.
• Report automation: Generate shareable summaries or results for stakeholders or regulatory bodies.