# Workflow apps

Workflow apps (opens new window) is a no-code environment to visually create interactive and integrated workflow applications involving user and service steps. It comes with a drag-and-drop app builder, a ready-to-use web portal that can be fully branded, and built-in data storage.

Watch the Workflow apps video guide

FEATURE AVAILABILITY

The Workflow apps portal is available only to direct customers. Embedded customers can purchase Workflow apps only for embedded partner flows. Contact your Customer Success Manager for more information.


# Example use cases

  • Requests and approvals

  • Multistep processes, including invoice processing, purchase order approvals, and more.

  • Departmental (HR, finance, or IT) workflows

  • Includes ticket management for issues, employee onboarding, off-boarding, and more.

  • Exception handling

  • Automated processes that require user intervention to provide additional data or review.
    For example, consider a scenario where you have a particular automated process in place, but you need a user to step into the workflow to provide additional data or review.

Built applications are available for your business users in the Workflow apps portal, which is a web user interface powered by Workato. You can customize it to be fully branded to your organization. Business users don't need to have a Workato user account or even know what Workato is - they log in straight to Workflow apps portal using a password or corporate SSO (single sign-on) credentials.

The Workflow apps portal has an out-of-the-box responsive UI and can be used on desktops, tablets, and mobile phones, and embedded to other webpages in an iframe.

Workflow apps allows you to accomplish the preceding processes through no-code data & UI modeling. Workato recipes orchestrate workflow logic. With this, both citizen developers and IT professionals can leverage Workflow apps to build custom applications for their organizations.

# Example app: Manage marketing assets request

Watch the following video to learn how you can use Workflow apps to manage marketing assets requests.

Manage marketing assets requests

# Example app: Customer onboarding

Watch the following video to learn how you can use Workflow apps to drive successful customer onboarding experiences.

Drive successful customer onboarding experiences

FURTHER READING

This guide includes the following sections:

  • How it works - introduces new concepts that constitute an Application and describes a typical flow.
  • Administration - workspace-level configuration of the Workflow apps portal.
  • Builder experience - describes the application building experience in Workato.
  • FAQ - frequently asked questions about Workflow apps.


Last updated: 7/19/2024, 7:55:20 PM