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Description

Workato is a low-code platform for automating business processes and integrating apps. It helps teams build multi-step workflows without deep programming skills and connect common business systems such as CRM, ERP, messaging, cloud storage, and email.

How it works

When you first sign in, you get a dashboard with integration templates. Navigation is straightforward, with sections for connected apps, creating new automations, and managing tasks. The interface is designed for cross-functional use, including IT, marketing, and HR.

Key capabilities

  • Workflow automation for routine business processes
  • Integrations with 1,000+ applications
  • Custom scenarios (“recipes”) for specific business needs
  • Access management and security settings for enterprise use

Considerations

  • Takes time to learn the full feature set
  • Pricing can be complex
  • May have limitations for highly non-standard tasks

Deployment and requirements

  • Cloud-based; no local installation required
  • Supports APIs for popular services
  • Requires a corporate account registration
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