Workato 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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Enable Copilot in your workspace

To enable Copilot in your workspace, you must meet the following requirements:

• Your company has signed and agreed to Workato's AI feature addendum through DocuSign.
• You are assigned the Admin (system role) in your workspace.

PERMISSIONS

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

Standard Workspaces

1

Navigate to Workspace admin > Settings.

2

Ensure that Copilot's terms of service comply with your company's policies.

3

Click Enable Copilot.

Enable Copilot

IMPACT ON WORKSPACE ENVIRONMENTS

Enabling Copilot affects all environments within your workspace. Ensure you consider this impact before activation.

AHQ Workspaces

1

Click Workspace admin > Settings > AI features.

2

Ensure that Copilot's terms of service comply with your company's policies.

3

Click Enable Copilot.

Enable Copilot

IMPACT ON AHQ WORKSPACE

Enabling Copilot in the parent AHQ workspace will automatically grant access to it across all associated child workspaces. Copilot usage can then be enabled or disabled independently in each workspace. It is disabled by default.

Enabling Copilot affects all environments in that workspace (and associated workspaces if enabled in parent workspace) such as Development, Test, and Production. Ensure you consider this impact before activation.

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 Copilot.

5

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

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

Recipe Copilot start screen

Copilot is ready to help you build your recipes.

Verify Copilot generations

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.