Workato Features

Provides an environment for users to rest their API's functionality, efficiency, and data accuracy.

Protect APIs from threats using authentication, access control and encryption

Allows administrators to create APIs that utilize multiple backend resources and databases.

Expands functionality while maintaining balanced loads. Serves growing demand without reducing functionality.

Limits access to suspicious visitors and monitors for traffic spikes to prevent overloads like DDoS attacks.

Records details related to usage and functionality for analytics and reporting.

Detects anomalies in functionality, user accessibility, traffic flows, and tampering.

Manage and direct API requests between clients and backend services

Monitoring and measurement of relevant metrics to assess the performance of IT resources

Active monitoring of systems, applications, or networks

Track revisions and updates made to files and navigate between different versions

The functionality at which APIs integrate with and perform within third-party applications.

Translates complex datasets and backend systems into formats that can be interpreted by applications.

Provides additional functionality for increased security, analytics, monitoring, and other features not included in the native feature set.

Receive data and information in real time

View ETL process data via reports and visualizations like charts and graphs.

Record ETL historical data for auditing and potential data correction needs.

Track data and system backups, replication, and failover events.

Integrate with other management, resilience, or backup solutions

Be compatible with a variety of cloud and/or virtual infrastructure.

Monitor replication environment via GUI

Allows users to manage third party application integration

Provides a fully white labelled solution

Provides users with intelligent workflow automation capabilities

Self-service enables a software provider’s customers to easily activate packaged integrations.

Monitoring features, including instrumentation and observability, enable the product team and operations teams to centrally manage all customer integrations.

Notification and alerts are included that empower development teams to manage and push out updates to integrations to across their customer base.

Extract data from the designated source(s) like relational databases, JSON files, and XML files.

Cleanse and re-format extracted data to the needed target format.

Load reformatted data into target database, data warehouse, or other storage location.

Arrange ETL processes to occur automatically on needed time schedule (e.g., daily, weekly, monthly).

Capable of scaling processing power up or down based on ETL volume.

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Ensures live debugging to alert if any failure during data sync.

Supports the creation of automated workflows and data pipelines.

Supports notifications in messaging applications such as Slack, and even in workflows.

Provides several pre-built connectors and API integrations to build data workflows.

Programmatic trigger of syncs via public APIs

Native support for incremental syncing

Move sync logs back into warehouse for auditing

Allows developers to customize API functionality via code.

Capable of generating a variety of standardized API types such as REST, GraphQL, and more.

Generates accurate, fleshed out documentation to accompany each API.

Provide as-before failover capabilities for cloud environments.

Services are offered under a pay-as-you-go or utilization-based purchase model.

Offer disaster recovery capabilities as a third-party provider.

Provides an environment for users to test their API's functionality, efficiency, and data accuracy.

Allows users to secure access to data. Provides additional support for security practices like IP whitelisting, attack mitigation, and data encryption.

Allows developers to create APIs that utilize multiple backend resources and databases.

Expands functionality while maintaining balanced loads. Serves growing demand without reducing functionality.

Provides users with self-service, low-code/no-code development options

Allows users to build and deploy custom integrations for customer-facing applications

Allows administrators to set API design guidelines and best practices.

Enables administrators to set permissions for team members to access workspaces.

Allows members across teams to view progress and updates throughout the design process.

Supports event or transaction based integrations that react to changes in real-time

Provides a web-based interface for designing, documenting, and testing APIs.

Allows for integration development through the visual development of integration logic flows with the help od a drag and drop user interface.

Facilitiates API development and integrations with prebuilt connectors, templates, and examples.

Provides the ability to create connectors from existing services and APIs in catalog.

Provides prebuilt, reusable connectors and workflows for all user integration requirements.

Enables multiple tenants (customers) to securely share physical computing resources.

Connect to big data sources

Integrates with QuickBooks

Integrates with Active Directory

Integrating data specifically through the cloud

Integrate with existing ERP systems

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Integrate with a third-party accounting system

Seamlessly integrates with 3rd party websites

Console for monitoring resource utilization, system health, ability to start and stop processes, etc.

Enables data routing on configuration basis and management of complex workflows through an orchestration engine.

Facilitates to and fro data map according to the data model between applications/web services.

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.

Supports and oversees the management of API products across their full lifecycle

Ability to handle large datasets

Store, manage, and track all electronic documents in a centralized location

Create, design and manage workflows for repetitive tasks

Track, manage and store the applications of potential future members, customers or candidates

Manage, record and track all business exchanges in form of money and its related interactions in the system

Collect and maintain structured information that describes data or content

Identify which applications need to exchange data and enable these data connections

Manage and store data in a database

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Manage employee salary processes, data, taxes, and records administration efficiently

Manage, store and organize emails within the system or via third-party apps

Identify which applications need to exchange data and enable these data connections

Managing service requests, incidents, IT issues & support with a ticketing system

Automates core HR functions such as talent management, employee evaluation and learning management

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.

Active monitoring of systems, applications, or networks

Notifications that are delivered to users as soon as an event occurs

Employs data encryption both at rest and in transit.

Comply to key industry standards like SOC 2, ISO 27001, PCI DSS, HIPAA etc to protect and safeguard data.

Supports secure communication protocols like FTPS, SFTP etc

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Ability for users to offload authentication integration

Compliant with GDPR, HIPPA, and other necessary regulations

Supports industry standards (GDPR, CCPA etc) before, during, and after the reverse ETL process.

Ensures data encryption across multiple levels of the reverse ETL process.

Integrates data from disparate sources, without physical data movement

Provides one or more methods to securely transfer data from one location to another through a network

Provides integration to BigData sources such as Hadoop and other NoSQL sources (MongoDB, Cassandra and HBase)

Provides Integrations to EDI service providers.

Receive data and information in real time

Import, collect, and capture data from multiple sources

Identifies the customer and personalizes interaction at every touchpoint.

Allows multiple related channels to interact at once to reduce transfers.

Prompts agents to engage customers based on contextual data, such as product usage or conversation history.

Provides features for sending outbound messages to engage customers through proactive support.

Can route contacts to agents the customer has worked with before.

Provides features for escalating conversations to the appropriate agent.

Maintains a transcript of conversations from all channels.

Enables customers to resolve queries or issues without the assistance of an agent.

Supports deployment of integration apps both on-premisis and cloud environments/

Supports deployment of integration apps to a managed cloud environment

Scales to adapt to rising data volume

Supports the creation of SQL models to query any data warehouse.

Detailed logging for auditing needs.

Real-time visibility into the reverse ETL process.

Configures data mapping from data warehouse to target tools.

View the reverse ETL data via reports and charts through data viz and sync progress.

Organizations have the ability to integrate applications with third party and/or customer facing applications.

Elastic processing capabilities enable software providers to meet customer integration processing demand.

Platform provides users with prebuilt application connectors and integration workflow automations.

Connectivity APIs can be enabled to allow development teams to directly integrate with applications, databases, and services.

Grants users comprehensive API management for their generated APIs.

Allows developers to grant API access based on role within their organization.

Automatically provides security features for each API, such as user authentication.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Ensures that the service is reliable and available when needed, minimizing downtime and service interruptions.

Allows the user to scale the training of models efficiently, making it easier to deal with larger datasets and more complex models.

Provides the user the ability to get quick and low-latency responses during the inference stage, which is critical for real-time applications.

Offers the user a transparent pricing model for API calls, enabling better budget planning and cost control.

Provides the user the ability to allocate computational resources based on demand, making it cost-effective.

Allows the user to minimize energy usage during both training and inference, which is becoming increasingly important for sustainable operations.

Offers the user the flexibility to deploy across multiple cloud providers, reducing the risk of vendor lock-in.

Provides the user the ability to seamlessly connect with various data sources and pipelines, simplifying data ingestion and pre-processing.

Allows the user to easily integrate the generative AI models into existing workflows and systems via APIs.

Helps the user maintain compliance with GDPR and other data protection regulations, which is crucial for businesses operating globally.

Allows the user to set up access controls based on roles within the organization, enhancing security.

Ensures that data is encrypted during transit and at rest, providing an additional layer of security.

Provides the user with comprehensive and clear documentation, aiding in quicker adoption and troubleshooting.

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.

Supports scaling to handle peak demand scenarios in processes

Allows customization of processes to fit specific business requirements

Allows users to automate complex business processes efficiently

Enables the management and optimization of workflow tasks

Automates critical, high-stakes business processes effectively

Enables seamless integration with a wide range of third-party software tools

Provides the ability to integrate various endpoints like APIs, microservices, and human tasks

Offers an intuitive interface for designing and visualizing processes

Offers real-time monitoring capabilities for ongoing processes

Facilitates adaptation of processes to meet changing business needs

Manages customer-facing processes

Supports execution across multiple types of endpoints

Ensures processes comply with relevant regulations and standards

Supports configuration using natural language instructions.

Allows users to customize the tone of agent.

Enables definition of clear security guardrails for agent actions.

Protect APIs from threats using authentication, access control and encryption

Protect sensitive data for digital privacy

Verify the identity of users/devices to enable secure access

Provides support across web, mobile, messaging apps, and other channels.

Allows customization of agent branding, including visual appearance and conversational style.

Equips agents with proactive response capabilities based on predefined triggers.

Facilitates seamless escalation to human employees for complex issues.

Supports various file formats

Processing different types of input like text, voice, images etc.

Provides analytics and reporting on agent performance and interactions.

Offers agents the ability to maintain contextual awareness across interactions.

Ensures compliance with data privacy and governance requirements.

Automates workflows and actions based on agent responses.

Allows the use of APIs for advanced agent configuration.

Enables interoperability with multiple platforms for unified experiences.

Allows integration with CRM data to ground agent responses in business context.

Set up connections to third-party platforms to improve business processes

Lets teams configure execution order and dependencies among AI components, ensuring workflows run smoothly and logically.

Streamlines the management of multiple AI models and agents by bringing them together into cohesive, automated workflows for complex business tasks.

Connects with a wide array of AI model APIs and external services, regardless of provider, within a single orchestration platform.

Enables the construction of sophisticated, multi-step AI workflows that combine specialized models for end-to-end process automation.

Integrates seamlessly with enterprise platforms such as CRMs, databases, and business applications for unified data and process flow.

Supports the setup of live data pipelines that move information instantly between AI components and enterprise systems.

Offers comprehensive dashboards to visualize KPIs and performance metrics for all orchestrated AI workflows.

Generates in-depth reports on workflow performance, resource consumption, and the overall business impact of AI orchestration.

Tracks and displays resource usage across all AI components, enabling proactive performance tuning and troubleshooting.

Dynamically manages and allocates computational resources, including GPU clusters, to maximize efficiency based on current workflow needs.

Scales AI workloads up or down automatically, adapting to fluctuations in processing demands and user traffic.

Provides insights into data flow, processing times, and success rates for each individual AI component within a workflow.

Ensures all AI workflows adhere to relevant regulatory standards and industry requirements.

Empowers organizations to enforce governance policies and compliance controls across orchestrated AI operations.

Facilitates the setup of role-based permissions and approval workflows for sensitive AI operations and deployments.

Maintains comprehensive logs and audit trails of workflow executions to support compliance and troubleshooting efforts.

Applies robust security protocols and policies to protect sensitive AI deployments and data flows.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Connects to applications through REST, SOAP, GraphQL, or proprietary APIs, regardless of interface type.

Connects AI agents to third-party applications using standardized protocols such as MCP, A2A, or RPC.

Allows AI agents to dynamically discover available tools and actions at runtime.

Integrates with AI agent frameworks such as LangChain and CrewAI.

Offers software development kits and MCP servers to build custom agent integrations.

Provides a testing environment to validate agent integrations before production deployment.

Logs and displays agent actions for monitoring and auditing.

Manages OAuth credentials and token refresh on behalf of the AI agent.

Restricts agent access to specific tools or data based on assigned roles.

Isolates credentials and data across multiple end users or accounts.

Notifies AI agents of events in connected applications in real time.

Selects the most relevant tool for a task and caches frequently accessed data to reduce latency.

Reduces token usage by optimizing how tool data and results are passed to the LLM.

Automatically retries failed actions to ensure reliable task completion.

Receive system updates as soon as any changes are made

Search and filter data across systems to locate required information by entering keywords or certain criteria

View and track pertinent metrics to find patterns and gain insights from data

Data vault where data is aggregated for later distribution to applications.

Import and export data to and from software applications

Process of extracting, transforming, and loading data

Use AI to generate content in the form of text, images, videos, etc.

Graphical representation of data

Define levels of authorization for access to specific files or systems

Supports common databases such as MySQL and Oracle

System alerts about the need to escalate an issue or request

A chronological record of actions or occurrences within a network, software, or process

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Observe and track the demand, usage, progress or quality of a system, product, or user

An extended application or connector that enables users to perform additional services with their current set of tools

Active reporting of data and metrics

Application programming interface that allows for integration with other systems/databases

Allows users to manage data from a number of sources

Track and document all activities across devices, networks, and other systems

Assemble applications and processes by dragging over and arranging pre-built components

Automatically create schedules based on business needs or employee availability and qualifications

Configure existing workflows to meet your organization's needs

Assemble data from multiple sources

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Access software remotely via mobile devices

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Allows the integration of data between different web services

Analyze and gain insights into data in real-time

Send messages via SMS

Accept and process customer payments for products or services using hardware and software

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Creation and customization of dashboards

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Software program that continuously adjusts its behavior based on observed data

Establish guidelines about how much and what kind of data can be stored in the repository

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Generate one-off reports that meet information requirements

Search and filter data across systems to locate required information by entering keywords or certain criteria

Store, manage, and track all electronic documents in a centralized location

Central hub for developers to access documentation, tools and resources

Track and document all activities across devices, networks, and other systems

Enforce consistent standards and policies across the entire API lifecycle

Creation of a plan for an API to expose data and functionality to its users

Manage an API from its creation to deployment through updates, monitoring, and maintenance

Track and manage adherence to policies for any service, product, process, or supplier

Track, manage and store the applications of potential future members, customers or candidates

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Track and interpret metrics on the usage of company resources

Track the management and flow of data throughout the organization

View and track pertinent metrics to find patterns and gain insights from data

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Use AI to generate content in the form of text, images, videos, etc.

Import and export data to and from software applications

Online portal through which end users can access the system, manage tasks, or obtain information

Allows users to manage data from a number of sources

Connect to big data sources

Assemble applications and processes by dragging over and arranging pre-built components

Test specific APIs to determine if systems are properly functioning

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Active reporting of data and metrics

Supports common databases such as MySQL and Oracle

Create, design and manage workflows for repetitive tasks

Define levels of authorization for access to specific files or systems

Edit, touch up, and convert images for publishing

Provides a channel for team members to share media files, communicate, and work together

Search and filter data across systems to locate required information by entering keywords or certain criteria

Assemble applications and processes by dragging over and arranging pre-built components

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Allow users to create, edit, and sort multiple notes

Assign issues and tasks based on availability or required skills

Track and manage the scheduling of tasks

The ability to create unique content

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Record and edit recorded audio and/or video

Tools that provide motivation and discipline to bolster productivity.

Share and present designs

Timed notification for any upcoming task, deadline, appointment, or activity

Manage, store and organize emails within the system or via third-party apps

Arrange tasks based on the level of priority or urgency

Create, manage and track all task activities and progression

Allow users to access multiple services after entering their login credentials once

Securely stores data to prevent data loss or breaches

Use AI to generate content in the form of text, images, videos, etc.

A collection of tools to be used for routine tasks within an organization such as word documents, spreadsheets, presentations, etc.

Application programming interface that allows for integration with other systems/databases

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A digital list of items that need to be completed

Communicate using direct chat or messages within the system

Track and manage schedules and meetings via an integrated calendar

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, design and manage workflows for repetitive tasks

Reporting on how each user, task or process has advanced since its initiation

Pre-designed layouts that can be customized to match preferences and requirements

Store, manage, and track all electronic documents in a centralized location

Public or private sharing of digital files such as documents, audio/video, images, and more

Import and export data to and from software applications

Allow multiple team members to edit and work on the same document

Supports video files

Tools to facilitate the production of information and promote efficiency

Plan and coordinate all the resources, costs and time needed to execute assignments

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Track revisions and updates made to files and navigate between different versions

Manage a growing amount of work to meet increased demand without compromising performance

Adjust communications based on previous interactions or personal preferences

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Event-driven HTTP callback that automatically sends real-time data between applications

Application programming interface that allows for integration with other systems/databases

Process and analyze human language in text or audio form

Automatically switching to secondary AI model(s) during failure or hallucinations

Assemble applications and processes by dragging over and arranging pre-built components

Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more

Chatbot or AI assistant that answers queries and provides recommendations within an application

Execution of software tests by leveraging automation tools

Collection of processes, policies, and standards to manage the storage & usability of enterprise data

Provides a channel for team members to share media files, communicate, and work together

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

Designing how agent will communicate, take decisions and behave in different scenarios via flowcharts, scripts, or visual editors

Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.

Process of testing an ML algorithm by feeding it training data to learn from

Tools for the systematic analysis of various types of data or statistics

Allow users to access multiple services after entering their login credentials once

Detect and remove errors

Manage the processes involved when making the application ready for use

Managing and resolving errors that occur during program execution to maintain stability

Track the management and flow of data throughout the organization

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Identify which applications need to exchange data and enable these data connections

View and track pertinent metrics to find patterns and gain insights from data

Define levels of authorization for access to specific files or systems

Application programming interface that allows for integration with other systems/databases

Looking at data from different sources and finding possible duplicates, or identical matches

Active monitoring of systems, applications, or networks

Collect and maintain structured information that describes data or content

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Creation and customization of dashboards

Manage and store data in a database

Allows users to manage data from a number of sources

Import and export data to and from software applications

Use AI to generate content in the form of text, images, videos, etc.

Establish guidelines about how much and what kind of data can be stored in the repository

Connect to big data sources

Alter the layout and content of reports

Allow users to access multiple services after entering their login credentials once

Track revisions and updates made to files and navigate between different versions

Interact with data visualization elements, such as charts and graphs, to drill down into data

Integrate with a third-party accounting system

Receive data and information in real time

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Graphical representation of data

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Search and filter data across systems to locate required information by entering keywords or certain criteria

Analyze and gain insights into data in real-time

Import, collect, and capture data from multiple sources

Provides a channel for team members to share media files, communicate, and work together

Organize and manage the accomplishments and development of employees or performance of applications or systems

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Assemble applications and processes by dragging over and arranging pre-built components

Process of copying and storing data in more than one site or node

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Supports common databases such as MySQL and Oracle

Create, design and manage workflows for repetitive tasks

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Predict future data based on historical data sets

Move from one database to another, or upgrade the version of database software being used

Set up connections to third-party platforms to improve business processes

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Analyze survey results via statistical testing or crosstabs directly within the software