Use runtime user connections in Workbot recipes

This guide will walk you through using Runtime user connections in Workbot recipes.

Any of Workato's Workbots can be used, including Workbot for Slack, Workbot for Microsoft Teams, and Workbot for Workplace.

In this guide, we'll cover:

• Prerequisites
• Create a Workbot command recipe

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Prerequisites

To complete the steps in this guide, you need:

• The following privileges in Workato:

  • Create/edit Recipes
  • View/edit Runtime user connections
  • Create/edit Connections

• Access to the Workbot feature

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Create a Workbot command recipe

1

In your account, create a new Workbot recipe.

2

Select the New Command trigger.

3

Add steps and actions. You can choose whether to use runtime user connections or the default recipe connection when selecting app connections for your actions.

Configure runtime user connections in Workbot recipes

4

Save and test the recipe.

Now when this recipe is triggered, users will be prompted to provide their credentials for this connection. For example:

Personal connection setup for Salesforce Approval flow

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What's Next?

• Runtime user connections
• Using runtime user connections in Recipe functions
• Managing runtime user connections with Workbot