Use cases

Streamline your integration and automation journey by exploring Workato use cases. Use cases offer step-by-step instructions on how to create integrations and automated processes between your applications.

Use cases are designed to help you discover the power of automation through practical, real-world applications on Workato's low-code/no-code platform. This section contains a curated collection of use cases that showcase how diverse organizations use our platform to streamline operations, enhance workflows, and drive efficiency across various teams and departments.

Use cases demonstrate the steps required to create effective automations and highlight the tangible benefits of automating routine tasks. These example recipes provide the inspiration and guidance you need to begin your automation journey. Our collection of use cases provides steps on how to achieve the following:

• Set up a connection for an app
• Configure a trigger
• Configure an action
• Use conditional statements
• Map datapills
• Create and connect Agent Studio knowledge bases
• Create and connect MCP servers to external sources
• And much more

USE CASES ARE INTENDED AS EXAMPLES ONLY

Use cases are intended to serve as examples. Recipe modifications such as trigger and action configuration and conditional logic may require adjustments if you plan to include these recipes in your own workflows.

More resources

• Learn key concepts
• Create your first recipe
• Recipe design
• Agent Studio
  • Create your first genie
  • Getting started with knowledge bases
  • Getting started with skills