Workato Genies
Workato Genies are purpose-built AI agents designed to automate specific business functions. Each genie accelerates development with purpose-built skills, knowledge bases, and app integrations designed for common business workflows.
WORKATO GENIES AND AGENT STUDIO
Workato Genies offer proven skills and patterns for specific business functions, providing a foundation to accelerate genie development. Agent Studio allows you to create custom genies.
You can customize and extend Workato Genies to fit your organization's specific requirements.
Workato Genies are organized by business function.
IT Genies
The following genies help IT and operations teams automate support, manage software licenses, and monitor EDI transactions.
EDI Genie
Delivers end-to-end visibility across EDI transactions for teams using Orderful, with natural-language access to transaction data, trading partner health, audit reports, and proactive alerts.
IT Support Genie
Helps employees and IT teams resolve IT issues by automating helpdesk tasks including knowledge base queries, access provisioning, password resets, ticket management, and group management.
License Genie
Helps IT and finance teams reduce software costs by analyzing usage patterns, identifying underutilized licenses, and coordinating approval workflows for license optimization.
Sales Genies
The following genies automate sales operations processes, including quote generation and administrative work.
CPQ Genie
Automates quote creation and contract amendments in Salesforce CPQ through guided workflows that enforce business rules and validation.
Rep Genie
Automates sales workflows including call follow-up, CRM updates, call preparation, account planning, coaching insights, and daily digests for reps and managers.
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