Platform implementation

Workato

We implement Workato so business and IT teams can automate work across SaaS applications with recipes that are reviewed, versioned and owned, instead of a growing pile of personal automations.

Neatly dressed bundles of fibre optic patch cables in a rack

Workato is usually bought to connect SaaS applications quickly, so the work centres on control: who may build recipes, which connections they may use, and how a recipe moves from development to production. Workato is a hosted service, so we confirm with you which Workato data centre the workspace uses and which data may pass through it. Where a recipe must reach systems inside your network, the on-premise agent opens an outbound connection instead of exposing those systems.

Recipes are built from triggers, actions and Workato's pre-built connectors, with custom connectors written in the Connector SDK where an application has none. We separate development, test and production environments, promote recipes as Recipe Lifecycle Management packages, and keep shared logic in callable recipes so each automation stays short.

Workato and related product names may be trademarks of their respective owners.

How we implement Workato

From blueprint to go-live and beyond: configuration, integration and support from one accountable team.

  • Blueprint and governance

    Workspace structure, roles, connection ownership and naming rules for projects and recipes are agreed with IT, security and the lead business teams before anyone starts building.

  • Approvals through Workbot

    Approvals and lookups handled through Workbot in Microsoft Teams or Slack, so people act on a request without opening another application.

  • Error handling in recipes

    Monitor and error blocks, retries and alert recipes added to every production recipe, so a failed job reaches its owner with the record that caused it.

  • Embedded integration for products

    Integrations offered to your own customers through Workato Embedded, where you sell a software product that needs connectors to their systems.

  • Hypercare and managed support

    Workato updates its hosted platform and connectors regularly, so after go-live we watch connector deprecation notices, task usage against the licence and failed jobs per recipe, and review new recipes before they reach production.

When Workato makes sense

Workato fits organisations that run mostly on SaaS applications, want business teams to build some automations themselves, and need IT to keep the final say over connections and production changes.

  • Most target systems available as SaaS with Workato connectors
  • An IT owner for every connection and its credentials
  • Agreement on which teams may publish recipes to production
  • Task volumes estimated against the licence before scaling up

Plan Workato with Hosn Al Tomoh

Tell us what the platform needs to do and when. We will propose a first phase with scope, team and an itemised quotation.

Request a phased plan