Recipe Copilot

HOW TO GET ACCESS

Copilot is available for all users across all Workato data centers. All data is sent to OpenAI's servers in the US. Note that accessing this feature requires agreeing to our AI feature addendum (opens new window).

Workato's Recipe Copilot leverages Large Language Models (LLMs) to augment and accelerate your recipe-building experience. This AI-powered feature guides users of all experience levels through the recipe creation process, offering suggestions and auto-completing tasks to expedite development.

POWERED BY AI

Ensure to review and test AI-generated suggestions in Recipe Copilot for accuracy before deployment.

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Prerequisites

• Ensure that you have Copilot enabled for your workspace. Enabling Copilots requires an Admin system role. If you are not assigned this role, contact your workspace administrator to enable this feature. For more information, refer to our Copilots documentation.

PERMISSIONS

Copilots do not have granular permission settings. When you enable it in your workspace, all collaborators within your workspace can access it, regardless of their role.

Get started with Recipe Copilot

Begin automating tasks with Recipe Copilot by following these steps:

1

Navigate to Recipes > Create > Recipe.

2

Enter a name for your new recipe in the Name field.

3

Select a Location for your recipe by selecting a project or folder from the drop-down menu.

4

Click Start building to begin the guided recipe creation process with Recipe Copilot.

5

At this stage, decide your recipe's starting point:

• Start from scratch and build your own recipe.
• Use Recipe Copilot to guide you through the recipe creation based on your automation goals.

Recipe Copilot start screen

Recipe Copilot is ready to help you build your recipes.

Verify Copilot generations

Recipe Copilot's AI-powered suggestions may include inaccuracies. Review the following guidelines to ensure your recipes are reliable:

Review suggestions

Review each AI-generated suggestion to ensure it meets your requirements and aligns with your recipe context:

• Verify that the logic aligns with your automation goals.
• Confirm the accuracy and relevance of the suggested data fields and transformations.

Test thoroughly

Test AI-generated suggestions to avoid issues in your production environment:

• Perform testing in a development or test environment to identify potential issues without affecting live processes.
• Use realistic test data to simulate actual use cases and ensure functionality under real-world conditions.
• Run multiple tests to ensure the suggestions work reliably in various scenarios.