Workato Features
API Construction (4)
API Testing
Provides an environment for users to rest their API's functionality, efficiency, and data accuracy. This feature was mentioned in 181 Workato reviews.
Data Security
As reported in 178 Workato reviews. Allows users to secure access to data. Provides additional support for security practices like IP whitelisting, attack mitigation, and data encryption.
Orchestration
As reported in 175 Workato reviews. Allows administrators to create APIs that utilize multiple backend resources and databases.
Scalability
Expands functionality while maintaining balanced loads. Serves growing demand without reducing functionality. This feature was mentioned in 186 Workato reviews.
API Management (4)
Traffic Control
Based on 165 Workato reviews. Limits access to suspicious visitors and monitors for traffic spikes to prevent overloads like DDoS attacks.
Logs/Documentation
Records details related to usage and functionality for analytics and reporting. 183 reviewers of Workato have provided feedback on this feature.
API Monitoring
Detects anomalies in functionality, user accessibility, traffic flows, and tampering. 182 reviewers of Workato have provided feedback on this feature.
Gateway
As reported in 164 Workato reviews. Provides a dashboard for users to manage, govern, and secure their API.
Data Integration (3)
App Integration
The functionality at which APIs integrate with and perform within third-party applications. 194 reviewers of Workato have provided feedback on this feature.
Data Transformation
As reported in 185 Workato reviews. Translates complex datasets and backend systems into formats that can be interpreted by applications.
Plugins
Provides additional functionality for increased security, analytics, monitoring, and other features not included in the native feature set. 167 reviewers of Workato have provided feedback on this feature.
Messenger (4)
Sequencing
Mapped-out responses for conversations.
AI
Artificial intelligence (AI) and chatbot involvement.
Live Chat
Live human component of conversations.
Customization Interface
Quality of interface for designing and customizing conversation maps.
Channels (5)
Social Media
Conversations enacted over social media.
Website
Conversations enacted through embedding or pop-ups on websites.
Text Message (SMS)
Conversations enacted through text message (SMS).
Voice Assistants
Conversations enacted through voice assistants.
Other
Conversations enacted through other channels.
Customers (5)
Targeting
Overall quality of customer targeting based on needs or situations.
Profiles
Creation and modification of customer profiles based on conversations.
Analytics
Reporting based around specific and overall conversation results.
Lead Gathering
Capture and organization of leads from conversations.
Sales Conversion
Success rate of conversations leading to customer purchases.
Management (19)
Reporting
As reported in 116 Workato reviews. View ETL process data via reports and visualizations like charts and graphs.
Auditing
Record ETL historical data for auditing and potential data correction needs. This feature was mentioned in 123 Workato reviews.
Real-Time Analytics
Track data and system backups, replication, and failover events. This feature was mentioned in 25 Workato reviews.
Solution Integration
Integrate with other management, resilience, or backup solutions This feature was mentioned in 25 Workato reviews.
Infrastructure Compatibility
As reported in 25 Workato reviews. Be compatible with a variety of cloud and/or virtual infrastructure.
Monitoring
As reported in 26 Workato reviews. Monitor replication environment via GUI
Workflow Management
As reported in 18 Workato reviews. Enables end-to-end automation of key EDI processes without any user intervention.
Exception Handling
Detects the EDI errors and instantly notifies and alerts the transmission issue. This feature was mentioned in 19 Workato reviews.
Real Time Reporting
As reported in 18 Workato reviews. Provides a real-time customizable dashboard that allows users to track, monitor and manage transactions.
Hierarchy Management
As reported in 13 Workato reviews. Captures and manages data hierarchy and definitions.
Reference Data Management
Helps integrate external and internal reference data such as industry codes, entity identifiers, country codes etc used to categorize information across systems. 14 reviewers of Workato have provided feedback on this feature.
Data Lineage
Helps understand the origination and route of data along with the transformations happening across various domains. 13 reviewers of Workato have provided feedback on this feature.
Metadata Management
Based on 13 Workato reviews. Provides context and information for data assets stored across domains and ensures adherence to established policies and processes.
Third-Party Apps
Based on 105 Workato reviews. Allows users to manage third party application integration
White Labelled
Based on 96 Workato reviews. Provides a fully white labelled solution
Workflow
As reported in 104 Workato reviews. Provides users with intelligent workflow automation capabilities
Self-Service
Self-service enables a software provider’s customers to easily activate packaged integrations. 91 reviewers of Workato have provided feedback on this feature.
Monitoring
Monitoring features, including instrumentation and observability, enable the product team and operations teams to centrally manage all customer integrations. 94 reviewers of Workato have provided feedback on this feature.
Notification
Notification and alerts are included that empower development teams to manage and push out updates to integrations to across their customer base. This feature was mentioned in 94 Workato reviews.
Functionality (17)
Extraction
Based on 130 Workato reviews. Extract data from the designated source(s) like relational databases, JSON files, and XML files.
Transformation
Cleanse and re-format extracted data to the needed target format. This feature was mentioned in 133 Workato reviews.
Loading
Load reformatted data into target database, data warehouse, or other storage location. This feature was mentioned in 131 Workato reviews.
Automation
Arrange ETL processes to occur automatically on needed time schedule (e.g., daily, weekly, monthly). This feature was mentioned in 140 Workato reviews.
Scalability
Capable of scaling processing power up or down based on ETL volume. 131 reviewers of Workato have provided feedback on this feature.
Data Exchange
Based on 19 Workato reviews. Enables electronic document transfer between businesses and trading partners.
Data Mapping
As reported in 19 Workato reviews. Translates the EDI data back and forth, basically converts internal data format into the EDI standard format.
Debugging
Ensures live debugging to alert if any failure during data sync. 11 reviewers of Workato have provided feedback on this feature.
Workflow Automations
As reported in 13 Workato reviews. Supports the creation of automated workflows and data pipelines.
Notifications
Based on 13 Workato reviews. Supports notifications in messaging applications such as Slack, and even in workflows.
API Integrations
Provides several pre-built connectors and API integrations to build data workflows. 12 reviewers of Workato have provided feedback on this feature.
Programmed trigger of data sync
Based on 12 Workato reviews. Programmatic trigger of syncs via public APIs
Incremental data sync
Native support for incremental syncing 11 reviewers of Workato have provided feedback on this feature.
Data audit
Move sync logs back into warehouse for auditing 11 reviewers of Workato have provided feedback on this feature.
Code extensibility
Based on 14 Workato reviews. Allows developers to customize API functionality via code.
API variety
Capable of generating a variety of standardized API types such as REST, GraphQL, and more. This feature was mentioned in 14 Workato reviews.
Documentation
As reported in 14 Workato reviews. Generates accurate, fleshed out documentation to accompany each API.
Solution Provision (3)
System Failover
Based on 25 Workato reviews. Provide as-before failover capabilities for cloud environments.
Pay by Usage
Based on 25 Workato reviews. Services are offered under a pay-as-you-go or utilization-based purchase model.
Service Provision
Offer disaster recovery capabilities as a third-party provider. This feature was mentioned in 24 Workato reviews.
Development (6)
API Testing
As reported in 35 Workato reviews. Provides an environment for users to test their API's functionality, efficiency, and data accuracy.
Data Security
Based on 33 Workato reviews. Allows users to secure access to data. Provides additional support for security practices like IP whitelisting, attack mitigation, and data encryption.
Orchestration
Allows developers to create APIs that utilize multiple backend resources and databases. 34 reviewers of Workato have provided feedback on this feature.
Scalability
Based on 34 Workato reviews. Expands functionality while maintaining balanced loads. Serves growing demand without reducing functionality.
Low-Code
Provides users with self-service, low-code/no-code development options This feature was mentioned in 113 Workato reviews.
Customization
Allows users to build and deploy custom integrations for customer-facing applications This feature was mentioned in 110 Workato reviews.
Collaboration (3)
Design Management
Allows administrators to set API design guidelines and best practices. This feature was mentioned in 33 Workato reviews.
Access Control
As reported in 33 Workato reviews. Enables administrators to set permissions for team members to access workspaces.
Visibility
Allows members across teams to view progress and updates throughout the design process. 33 reviewers of Workato have provided feedback on this feature.
Integrations (2)
Third Party Integration
Based on 19 Workato reviews. Allows integrations to business applications such as accounting packages, ERP software, E- commerce systems etc to streamline order processing workflow.
BI Tools Integration
Based on 18 Workato reviews. Allows integration with third party reporting and business intelligence applications.
Security (11)
Communication Protocols
As reported in 18 Workato reviews. Supports encrypted file transfer protocols like VAN, AS2, FTP/sFTP and HTTPS.
EDI Standards
As reported in 18 Workato reviews. Built-in support for a wide variety of traditional and modern EDI standards as well as the ability to define custom standards.
Data Encryption
Based on 170 Workato reviews and verified by the G2 Product R&D team. Employs data encryption both at rest and in transit.
Security Standards
Based on 177 Workato reviews and verified by the G2 Product R&D team. Comply to key industry standards like SOC 2, ISO 27001, PCI DSS, HIPAA etc to protect and safeguard data.
Communication Protocol
Based on 173 Workato reviews and verified by the G2 Product R&D team. Supports secure communication protocols like FTPS, SFTP etc
Data Governance
As reported in 14 Workato reviews. Encompasses of policies, principles and qualities to promote access to accurate and certified master data.
Data Masking
As reported in 13 Workato reviews. Helps mask or hide critical information to prevent unauthorized access.
Authentication
Ability for users to offload authentication integration This feature was mentioned in 109 Workato reviews.
Compliance
As reported in 106 Workato reviews. Compliant with GDPR, HIPPA, and other necessary regulations
Security Compliance
Supports industry standards (GDPR, CCPA etc) before, during, and after the reverse ETL process. 11 reviewers of Workato have provided feedback on this feature.
Data Encryption
As reported in 11 Workato reviews. Ensures data encryption across multiple levels of the reverse ETL process.
Support (1)
EDI Testing
Creates a test environment for EDI transactions to verify them and ensure they adhere to industry compliance requirements. This feature was mentioned in 19 Workato reviews.
Development (7)
Real-Time Integration
Based on 270 Workato reviews. Supports event or transaction based integrations that react to changes in real-time
API Designer
Based on 176 Workato reviews and verified by the G2 Product R&D team. Provides a web-based interface for designing, documenting, and testing APIs.
Flow Designer
Based on 197 Workato reviews and verified by the G2 Product R&D team. Allows for integration development through the visual development of integration logic flows with the help od a drag and drop user interface.
Pre-Built Connectors
Based on 210 Workato reviews and verified by the G2 Product R&D team. Facilitiates API development and integrations with prebuilt connectors, templates, and examples.
Custom Connectors
Based on 194 Workato reviews and verified by the G2 Product R&D team. Provides the ability to create connectors from existing services and APIs in catalog.
Reusable connectors
Provides prebuilt, reusable connectors and workflows for all user integration requirements. 189 reviewers of Workato have provided feedback on this feature.
Multi - tenant architecture
Enables multiple tenants (customers) to securely share physical computing resources. 164 reviewers of Workato have provided feedback on this feature.
Management (5)
Monitoring & Notification
Based on 193 Workato reviews and verified by the G2 Product R&D team. Console for monitoring resource utilization, system health, ability to start and stop processes, etc.
Routing And Orchestration
Based on 181 Workato reviews and verified by the G2 Product R&D team. Enables data routing on configuration basis and management of complex workflows through an orchestration engine.
Data Mapping
Based on 193 Workato reviews and verified by the G2 Product R&D team. Facilitates to and fro data map according to the data model between applications/web services.
Data Transformation
Based on 191 Workato reviews and verified by the G2 Product R&D team. Provides standard tools and functions to convert data values from the data format of a source system into the data format of a destination system.
API Management
Supports and oversees the management of API products across their full lifecycle This feature was mentioned in 164 Workato reviews.
Integration Options (4)
Data Virtualization
Based on 165 Workato reviews and verified by the G2 Product R&D team. Integrates data from disparate sources, without physical data movement
Managed File Transfers
Based on 165 Workato reviews and verified by the G2 Product R&D team. Provides one or more methods to securely transfer data from one location to another through a network
Big Data Processing
Based on 159 Workato reviews and verified by the G2 Product R&D team. Provides integration to BigData sources such as Hadoop and other NoSQL sources (MongoDB, Cassandra and HBase)
EDI
Based on 144 Workato reviews and verified by the G2 Product R&D team. Provides Integrations to EDI service providers.
Functionality (4)
Multi-Domain
As reported in 13 Workato reviews. Centralizes the management of multiple domains of master data which includes product, customer, vendor, asset, location and pricing.
Match & Merge
Matches master data records and merges them into a single accurate record across source systems. 13 reviewers of Workato have provided feedback on this feature.
Relationship Mapping
As reported in 13 Workato reviews. Shows relationships between records and entries, defined in a repository model.
User Interface
Provides a simple customizable design environment to develop custom UIs using simple drag and drop actions. This feature was mentioned in 14 Workato reviews.
Conversational Platform (4)
Personalization
Identifies the customer and personalizes interaction at every touchpoint.
Omnichannel
Allows multiple related channels to interact at once to reduce transfers.
Contextual Engagement
Prompts agents to engage customers based on contextual data, such as product usage or conversation history.
Proactive Engagement
Provides features for sending outbound messages to engage customers through proactive support.
Support Automation (4)
Intelligent Routing
Can route contacts to agents the customer has worked with before.
Seamless Escalation
Provides features for escalating conversations to the appropriate agent.
Transcripts
Maintains a transcript of conversations from all channels.
Self-Serve Support
Enables customers to resolve queries or issues without the assistance of an agent.
Deployment (2)
Hybrid
As reported in 160 Workato reviews. Supports deployment of integration apps both on-premisis and cloud environments/
Cloud to Cloud
Based on 170 Workato reviews. Supports deployment of integration apps to a managed cloud environment
Data (1)
Scalability
As reported in 108 Workato reviews. Scales to adapt to rising data volume
Data Management (5)
Data Modeling
As reported in 12 Workato reviews. Supports the creation of SQL models to query any data warehouse.
Auditing
Based on 12 Workato reviews. Detailed logging for auditing needs.
Observability
Real-time visibility into the reverse ETL process. This feature was mentioned in 12 Workato reviews.
Data mapping
Configures data mapping from data warehouse to target tools. 12 reviewers of Workato have provided feedback on this feature.
Reporting
View the reverse ETL data via reports and charts through data viz and sync progress. This feature was mentioned in 11 Workato reviews.
Application Integration (4)
Third Party
Organizations have the ability to integrate applications with third party and/or customer facing applications. 90 reviewers of Workato have provided feedback on this feature.
Scalability
Elastic processing capabilities enable software providers to meet customer integration processing demand. 93 reviewers of Workato have provided feedback on this feature.
Workflow Automation
Based on 93 Workato reviews. Platform provides users with prebuilt application connectors and integration workflow automations.
Connectivity
As reported in 92 Workato reviews. Connectivity APIs can be enabled to allow development teams to directly integrate with applications, databases, and services.
Governance (3)
Management
Grants users comprehensive API management for their generated APIs. This feature was mentioned in 14 Workato reviews.
Role based access control
Based on 14 Workato reviews. Allows developers to grant API access based on role within their organization.
Security
Based on 14 Workato reviews. Automatically provides security features for each API, such as user authentication.
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt. 11 reviewers of Workato have provided feedback on this feature.
Scalability and Performance - Generative AI Infrastructure (3)
AI High Availability
Ensures that the service is reliable and available when needed, minimizing downtime and service interruptions.
AI Model Training Scalability
Allows the user to scale the training of models efficiently, making it easier to deal with larger datasets and more complex models.
AI Inference Speed
Provides the user the ability to get quick and low-latency responses during the inference stage, which is critical for real-time applications.
Cost and Efficiency - Generative AI Infrastructure (3)
AI Cost per API Call
Offers the user a transparent pricing model for API calls, enabling better budget planning and cost control.
AI Resource Allocation Flexibility
Provides the user the ability to allocate computational resources based on demand, making it cost-effective.
AI Energy Efficiency
Allows the user to minimize energy usage during both training and inference, which is becoming increasingly important for sustainable operations.
Integration and Extensibility - Generative AI Infrastructure (3)
AI Multi-cloud Support
Offers the user the flexibility to deploy across multiple cloud providers, reducing the risk of vendor lock-in.
AI Data Pipeline Integration
Provides the user the ability to seamlessly connect with various data sources and pipelines, simplifying data ingestion and pre-processing.
AI API Support and Flexibility
Allows the user to easily integrate the generative AI models into existing workflows and systems via APIs.
Security and Compliance - Generative AI Infrastructure (3)
AI GDPR and Regulatory Compliance
Helps the user maintain compliance with GDPR and other data protection regulations, which is crucial for businesses operating globally.
AI Role-based Access Control
Allows the user to set up access controls based on roles within the organization, enhancing security.
AI Data Encryption
Ensures that data is encrypted during transit and at rest, providing an additional layer of security.
Usability and Support - Generative AI Infrastructure (2)
AI Documentation Quality
Provides the user with comprehensive and clear documentation, aiding in quicker adoption and troubleshooting.
AI Community Activity
Allows the user to gauge the level of community support and third-party extensions available, which can be useful for problem-solving and extending functionality.
Functionality - Process Orchestration (5)
Peak Demand Handling
Supports scaling to handle peak demand scenarios in processes This feature was mentioned in 55 Workato reviews.
Process Customization
As reported in 56 Workato reviews. Allows customization of processes to fit specific business requirements
Process Automation
Based on 63 Workato reviews. Allows users to automate complex business processes efficiently
Workflow Management
As reported in 58 Workato reviews. Enables the management and optimization of workflow tasks
High-Stakes Process Automation
As reported in 52 Workato reviews. Automates critical, high-stakes business processes effectively
Integration & Adaptability - Process Orchestration (8)
Third-Party Software Integration
Enables seamless integration with a wide range of third-party software tools This feature was mentioned in 54 Workato reviews.
Endpoint Integration
Provides the ability to integrate various endpoints like APIs, microservices, and human tasks This feature was mentioned in 54 Workato reviews.
Intuitive Process Design
Offers an intuitive interface for designing and visualizing processes This feature was mentioned in 57 Workato reviews.
Real-Time Process Monitoring
Offers real-time monitoring capabilities for ongoing processes 56 reviewers of Workato have provided feedback on this feature.
Business Process Adaptation
Facilitates adaptation of processes to meet changing business needs 53 reviewers of Workato have provided feedback on this feature.
Customer-Facing Process Management
As reported in 53 Workato reviews. Manages customer-facing processes
Multi-Endpoint Execution
As reported in 53 Workato reviews. Supports execution across multiple types of endpoints
Regulatory Compliance Management
Ensures processes comply with relevant regulations and standards This feature was mentioned in 53 Workato reviews.
Customization - AI Agent Builders (3)
Natural Language Configuration
Supports configuration using natural language instructions. 14 reviewers of Workato have provided feedback on this feature.
Tone Customization
As reported in 14 Workato reviews. Allows users to customize the tone of agent.
Security Guardrails
Enables definition of clear security guardrails for agent actions. 12 reviewers of Workato have provided feedback on this feature.
Functionality - AI Agent Builders (4)
Omni-channel Support
Provides support across web, mobile, messaging apps, and other channels. 13 reviewers of Workato have provided feedback on this feature.
Agent Branding
Allows customization of agent branding, including visual appearance and conversational style. This feature was mentioned in 13 Workato reviews.
Proactive Response Capabilities
Equips agents with proactive response capabilities based on predefined triggers. 13 reviewers of Workato have provided feedback on this feature.
Seamless Human Escalation
As reported in 14 Workato reviews. Facilitates seamless escalation to human employees for complex issues.
Data and Analytics - AI Agent Builders (3)
Analytics & Reporting
Based on 11 Workato reviews. Provides analytics and reporting on agent performance and interactions.
Contextual Awareness
Offers agents the ability to maintain contextual awareness across interactions. This feature was mentioned in 11 Workato reviews.
Data Privacy Compliance
Ensures compliance with data privacy and governance requirements. 11 reviewers of Workato have provided feedback on this feature.
Integration - AI Agent Builders (4)
Workflow Automation
Automates workflows and actions based on agent responses. 13 reviewers of Workato have provided feedback on this feature.
API Usage
Allows the use of APIs for advanced agent configuration. This feature was mentioned in 11 Workato reviews.
Platform Interoperability
Based on 12 Workato reviews. Enables interoperability with multiple platforms for unified experiences.
CRM Data Integration
Allows integration with CRM data to ground agent responses in business context. 14 reviewers of Workato have provided feedback on this feature.
Workflow Design & Integration - AI Orchestration (6)
Dependency Management
Lets teams configure execution order and dependencies among AI components, ensuring workflows run smoothly and logically.
Workflow Coordination
Streamlines the management of multiple AI models and agents by bringing them together into cohesive, automated workflows for complex business tasks.
Multi-Provider API Connectivity
Connects with a wide array of AI model APIs and external services, regardless of provider, within a single orchestration platform.
Multi-Step Workflow Creation
Enables the construction of sophisticated, multi-step AI workflows that combine specialized models for end-to-end process automation.
Enterprise System Integration
Integrates seamlessly with enterprise platforms such as CRMs, databases, and business applications for unified data and process flow.
Real-Time Data Pipelines
Supports the setup of live data pipelines that move information instantly between AI components and enterprise systems.
Performance Optimization & Analytics - AI Orchestration (6)
Workflow Performance Dashboards
Offers comprehensive dashboards to visualize KPIs and performance metrics for all orchestrated AI workflows.
Workflow Reporting
Generates in-depth reports on workflow performance, resource consumption, and the overall business impact of AI orchestration.
Resource Utilization Monitoring
Tracks and displays resource usage across all AI components, enabling proactive performance tuning and troubleshooting.
Computational Resource Management
Dynamically manages and allocates computational resources, including GPU clusters, to maximize efficiency based on current workflow needs.
Dynamic Scaling
Scales AI workloads up or down automatically, adapting to fluctuations in processing demands and user traffic.
Component Monitoring
Provides insights into data flow, processing times, and success rates for each individual AI component within a workflow.
Governance & Compliance Controls - AI Orchestration (5)
Regulatory Compliance
Ensures all AI workflows adhere to relevant regulatory standards and industry requirements.
Governance Policy Enforcement
Empowers organizations to enforce governance policies and compliance controls across orchestrated AI operations.
Role-Based Access Control
Facilitates the setup of role-based permissions and approval workflows for sensitive AI operations and deployments.
Audit Trail Management
Maintains comprehensive logs and audit trails of workflow executions to support compliance and troubleshooting efforts.
Security Protocols
Applies robust security protocols and policies to protect sensitive AI deployments and data flows.
Agentic AI - Conversational Marketing (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Productivity Bots (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Decision Making
Makes informed choices based on available data and objectives





