Tools

Workato provides a wide range of features to help you build recipes, integrate applications, and manage workflows. These features are divided into Tools and Platform capabilities, which provide different levels of functionality to enhance your automations.

Platform capabilities

Platform capabilities provide advanced tools that enable you to manage integrations, events, and workflows, allowing you to extend and enhance your recipes. Availability of these features may vary based on your pricing plan. Refer to your pricing plan or contact your Customer Success Manager for more details.

Platform menu

The following tools are part of Workato’s Platform capabilities:

• API platform

• Turn your recipe or collection of recipes into API endpoints that external systems can interact with. Learn more.

• Event streams

• Enable recipes to subscribe to events from other recipes, reducing dependencies and improving scalability. Learn more.

• Insights

• Connect, manipulate, and visualize data within Workato’s no-code environment, enabling data-driven decisions and deeper insights into your workflows. Learn more.

• Workbot

• Build a chatbot for Slack or Microsoft Teams to automate workflows and engage users. Learn more.

• Workflow apps portal

• Add, group, and manage access to your portal to streamline access management and app provisioning. Learn more.

Tools key features

Tools are focused on building, managing, and executing recipes. You can use Tools for foundational capabilities, such as recipe creation, data management, and human interaction.

Tools menu

The following tools are key features in Workato, though some may only be available as add-ons or in specific pricing plans. Refer to your pricing plan or contact your Customer Success Manager for more information.

• Common data models

• Create schemas for objects such as customers that can be used in multiple recipes. Learn more.

• Connector SDK

• Build custom application connectors to integrate with apps that aren’t natively supported by Workato. Learn more.

• Custom Oauth profiles

• Create and manage custom apps with control over branding, permission scopes, and OAuth profiles. Learn more.

• Environment properties

• Define account-wide variables that can be used across multiple recipes. Learn more.

• FileStorage

• Store and manage files within Workato. FileStorage allows you to create files from recipe data, retrieve stored files, and append content to existing files. Learn more.

• Logs

• Track and monitor recipe execution, errors, and performance. Learn more.

• Lookup tables

• Define lookup tables that your recipes can lookup to get additional information. Learn more.

• Message templates

• Create reusable message templates in formats such as HTML, JSON, or XML. Learn more.

• On-prem groups

• Group multiple on-prem agents into a common connection pool to distribute workload evenly and achieve high availability for recipes using on-prem systems. Learn more.

• People task

• Add human approval steps within workflows, requiring input before recipes can continue. Workato is in the process of deprecating the People task feature, and it may no longer be supported in future updates. Learn more.

• Recipe lifecycle management

• Manage the development, testing, and deployment of recipes through a structured process. Learn more.