Tools

Workato Tools help perform three main functions: Build recipes, connect apps and collaborate and manage recipes. Access the full list of tools using the navigation bar on the left side of the screen and select 'Tools'.

Find all tools under the Tools menu

Building recipes

Tools for building recipes are often associated with connectors, triggers, and actions that users can select while building recipes. For example, setting up a lookup table in tools will allow the use of actions in the recipe which adds, removes, or updates the lookup table using the connector in a recipe.

Using the add entry action in a recipe creates new row in an existing lookup table

These tools aid in making recipes more powerful with human approval capabilities as well as allow data to be reused across recipes in the same account.

The following are classified under this category:

Input field	Description
Properties	Define account wide properties that you can use as variables in your recipes. Learn more
Lookup table	Define lookup tables that your recipes can easily lookup to get additional information. Learn more
People Task	Add steps into your recipes that require a designated human to approve before it can continue. Learn more
Message templates	Create static message templates on HTML/text/JSON/XML that can be used in multiple recipes. Learn more
Common data models	Create schemas for objects such as Customers that can be used in multiple recipes. Learn more
Event streams	Allow recipes to subscribe to events published by other recipes reducing dependencies and trickle down effects of change between recipes. Learn more
Workbot for Slack	Create a chatbot on slack that can interact with users to accomplish complex workflows. Learn more
Workbot for Microsoft Teams	Create a chatbot on Microsoft Teams that can interact with users to accomplish complex workflows. Learn more

Connect apps

Tools for connecting apps allow the user to add and manage their custom applications, on-prem applications and API endpoints.

The following are classified under this category:

Input field	Description
Connector SDK	Build robust custom application connectors on Workato's Software Development Kit to connect to your any application we currently don't support. Learn more
On-prem agent	Connect easily and securely to applications such as databases hidden behind firewalls. Learn more
API Platform	Turn any recipe or collection of recipes on Workato into an API endpoint that can be exposed to the public. Learn more

Collaborate and manage recipes

The tools in this section allow the collaboration across teams, the management of team roles and sharing of recipes and dependencies between team accounts.

The following are classified under this category:

Input field	Description
Recipe lifecycle management	Plan, develop, test, and deploy new workflows on Workato. Learn more
Teams	Collaborate with multiple users to build recipes in a share workspace. Learn more