From Vision to Execution: A Year of Innovation

2024 may be winding down, but there’s still plenty of time to get up to speed! In the last 12 months, Workato delivered 786 product updates influenced by 1,200 customer ideas, culminating in 12 major features. We’ve infused your workflows with intelligence, making them faster, smarter, and more secure. Here’s a glimpse into our new features:

Building the Future of Enterprise Apps with Workato Agentic

The next generation of enterprise apps will be defined by their ability to turn knowledge into action. While AI-driven enterprise search excels at surfacing and summarizing information, it often falls short when it comes to execution—leaving critical tasks like approvals, notifications, and escalations incomplete. Workato Agentic bridges this gap by combining the power of AI insights with enterprise orchestration, enabling businesses to act intelligently and autonomously across systems.

By orchestrating workflows end-to-end, Workato transforms AI insights into actionable outcomes. Support automation can now resolve issues autonomously, finance workflows streamline collections and updates, and procurement processes handle approvals and orders seamlessly. This combination of AI and orchestration doesn’t just assist—it creates autonomous, scalable solutions that redefine enterprise efficiency.

Workato’s Safe AI Governance Framework ensures these actions are controlled, explainable, and secure, fostering trust in every decision and workflow. The result? AI agents evolve from passive tools into dynamic, autonomous orchestrators that maintain a comprehensive system of record, driving innovation and transforming enterprises into responsive, intelligent ecosystems. With Workato Agentic, businesses unlock the full potential of AI to build the future of enterprise applications.

Workato Agentic allows you to build and deploy interactive AI agents that can perform actions and call workflows. These AI agents, known as “genies”, are capable of:

• Understanding Natural Language: Genies can interpret user requests and instructions, making them ideal for chatbots and other interactive applications.
• Retrieving Information: They can access and process information from various sources, including knowledge bases and databases.
• Taking Action: Genies can trigger workflows, update records, and perform other actions in your business applications.
• Adapting to Change: They can learn and adapt over time, becoming even more effective at automating your tasks.

Watch Workato Agentic magic in action.

Workato AI Gateway: The AI gateway is a pioneering addition, enabling customers to seamlessly connect to and consume AI/LLM services, securing access to business services from AI assistants or custom GPTs. AI developers can now focus on building specific AI use cases, such as LLM RAG chatbots or AI integrations, without worrying about the underlying infrastructure. This gateway ensures a secure and observable lifecycle for AI applications in production and allow organizations to confidently leverage AI, balancing innovation with security and compliance as part of an AI TRiSM framework.

Workato Copilots: Empowering your teams with AI across recipe lifecycle

We are redefining recipe lifecycle experience with Workato Copilots that provide AI-driven assistance at every stage—from discovery to building, optimizing, deployment, monitoring, and beyond. These Copilots streamline workflow creation, optimize designs, simplify testing, and ensure quality, all while incorporating organizational best practices for continuous improvement. Fully customizable, they empower teams to build efficiently and collaborate seamlessly.

• Recipe Sketch transforms ideas into visual workflows, enabling quick transitions from concept to execution.
• Formula Copilot generates and refines complex formulas, such as regex or calculations, based on user input.
• Mapper Copilot automates data mapping between systems, intelligently suggesting fields and transformations to reduce errors and accelerate integrations.
• Connector Copilot simplifies custom connector creation, guiding API integration with schema detection and dynamic inputs.
• Docs Copilot automatically generates clear, detailed recipe documentation for easy communication and collaboration.

With Copilots integrated across the recipe lifecycle, Workato empowers teams to build faster, collaborate effectively, and deliver high-quality automations—driving innovation and making AI-driven productivity accessible to all.

Workato IDP: Boost efficiency and speed of your document workflows with GenAI

Workato’s Intelligent Document Processing (IDP) simplifies document-heavy workflows by extracting structured data—like text, tables, and complex relationships—from diverse documents without requiring templates. Use IDP to streamline processes such as invoice processing, loan applications, patient data management, and insurance claims, integrating the extracted data seamlessly into your automations. Beyond OCR, Workato IDP captures context and relationships within documents, enabling deeper automation while ensuring robust security and compliance with standards like HIPAA and GDPR. With features like human review via Workflow Apps, Workato IDP enhances accuracy, efficiency, and governance for sensitive workflows.

With Workato IDP, you can:

• Handle Various Document Types: Whether it’s structured or unstructured, handwritten or printed, IDP can extract data from a wide range of documents.
• Recognize Different Languages: IDP supports multiple languages, making it ideal for global businesses.
• Ensure Accuracy: Each extracted field is assigned a confidence score, allowing you to build custom review processes to ensure accuracy.

Learn more about what you can do with Workato IDP.

API Management: A Unified Platform for API Innovation

Customers use Workato API Management to manage, secure, and monitor their APIs, which are essential for facilitating communication between different software applications. In many instances, organizations are faced with poor API documentation and discoverability, knowledge barriers for consumption, and most of all, choosing between fragmented solutions or tech stacks that take time and resources to deploy. With Workato’s API management, organizations can empower teams to redefine how they work with APIs by cutting complexity and costs and accelerating speed to market. 

Workato’s Unified API Platform key updates and features include:

• API Development: Empowers creating, publishing, and managing APIs without code. Users can easily set up API endpoints and securely expose services and share data. It supports key standards like REST, SOAP, OData, and OpenAPI, and offers strong security options, including OAuth2 and JWT. The platform scales elastically for bursty workloads and ensures performance and security with tools like rate limits, concurrency, quotas, API proxy, and IP blocking. For administration, it gives detailed logs, automatic documentation, dashboards for monitoring health, and analytics.
• Copilots for API Publishing: Workato Copilot streamlines API publishing with AI-driven suggestions and automation, assisting in API connector development, documentation generation, and best practice adherence. This enhances productivity and ensures secure, reliable API integrations with minimal effort.
• API Proxy: The new API proxy acts as a secure and scalable gateway, allowing customers to easily onboard their legacy APIs. It supports ultra-low latency and high-volume requests, ensuring both internal and external users can access these APIs securely. This feature fosters a seamless integration environment.
• API Proxy Transformation: Modify and transform API requests and responses as they pass through our API Proxy service. This provides greater flexibility, security, and control over your API interactions.
• API Gateway: Implement format conversions, mask sensitive data and more, while preventing API sprawl, ensuring low latency, and delivering high throughput.
• Custom Authorization enforces additional authorization claims on API endpoints for enhanced security.

Workato EDI: Accelerate end-to-end orchestration of your B2B processes

Imagine being able to handle all your B2B processes—like purchase orders, invoices, and shipping notifications—without breaking a sweat. That’s exactly what Workato EDI helps you do. It brings everything together in one place, from connecting with trading partners using EDI standards like X12, EDIFACT, and HL7, to integrating these transactions directly with your internal systems like ERPs, CRMs, and inventory management tools. The best part? You don’t need to write heavy code or manage complex infrastructure. Plus, with real-time monitoring and error handling, you can trust your processes to run smoothly. It’s about simplifying the supply chain and giving teams the tools to work faster and adapt to new demands easily.

Connectivity: Connecting You to Everything

We also expanded our connectivity options, ensuring you can connect to virtually any system.

• CodeGuard Sharing: This feature allows our partners to share custom connectors with more control, expanding the Workato ecosystem with valuable new integrations.
• SAP RFC Connector: The SAP RFC Connector now includes SAP Router support for enhanced security and connectivity. 
• SAP OData Connector: The SAP OData Connector now supports OData V4, expanding integration possibilities. 

Data Orchestration: Powering AI and Fueling Data-Driven Decisions

AI needs data. In the past year, data pipelines have become the fastest-growing pattern on the platform, with 220%+ growth, driven by customers leveraging Workato for AI use cases, including converting unstructured data into structured formats for actionable insights. Customers also use Workato to move data into cloud data warehouses, data lakes, Customer Data Platforms (CDPs), and Data Hubs for MDM and Customer 360. Reverse ETL for data activation has also become a major use case, enabling businesses to make insights actionable across their operations.

This growth has been powered by Workato’s robust connectivity to enterprise apps, ERPs, on-prem databases, file servers, streaming sources, and support for structured, semi-structured, and unstructured data; easy to move data from any source to any destination; flexibility to support all patterns that fit customer needs i.e. ETL, ELT, EtLT using combination of built-in transformation capabilities like SQL Collections, SQL Transformation, Workato FIleStorage, Python and more.

Over 45% of customers now rely on Workato for data pipelines, spanning BI, AI, and real-time activation. With key product updates fueling this adoption, Workato is helping enterprises unlock the full potential of their data.

• Data Pipeline Recipes: Workato’s data pipeline recipes enable organizations to set up powerful data pipelines in minutes. With just a few clicks, you can sync thousands of objects from sources like Salesforce, NetSuite, SAP, and more to destinations such as cloud data warehouses e.g. Snowflake or lakes. These recipes eliminate the complexity of traditional data integration, providing an intuitive setup process and simplifying ongoing monitoring and operations. Whether you’re syncing large volumes of data for analytics, AI, or reporting, Workato’s data pipeline recipes ensure reliability, scalability, and ease of use—empowering teams to focus on unlocking value from their data, not managing integrations.
• Workato Data Hub powered by Reltio: This joint solution brings together Reltio’s Multi-Domain MDM and Customer 360 Data Product with Workato’s data orchestration capabilities to provide an end-to-end MDM solution to unify and activate trusted data across the enterprise.
• File Storage: Enhanced file storage capabilities with bulk and batch CSV actions and triggers. Now you can create and store data created in recipes as files and use the contents of a stored file recipes
• SQL Transformations: Leverage SQL queries to perform large-volume and complex transformations on data extracted from multiple different sources.
  

  

Innovating for builder productivity, collaboration, and quality

Workato’s product innovations focus on enhancing builder productivity throughout the recipe lifecycle, empowering teams to collaborate seamlessly and deliver high-quality automations. From development to testing, optimization, and deployment, features like AI-powered Copilots, automated testing tools, and intuitive interfaces integrate the best practices of SDLC into a low-code/no-code (LCNC) environment. These capabilities simplify complex processes, enable iterative improvements, and ensure governance and quality at scale. This approach has democratized integration and automation, with nearly equal participation from IT and business teams, fostering cross-functional collaboration and accelerating digital transformation across organizations.

We release several updates to enhance your recipe building experience, managing the lifecycle of your projects with approvals, collaborating with custom asset tags, and more.

• Reviews & Approvals: Make quality a priority. Streamline workflows and enhance collaboration for deployments.
• Asset Tags: Use asset tags to organize and manage automation assets.

• Revamped asset search: Locate assets effortlessly with Workato’s improved search functionality.
• Deploy a single recipe directly from its page and enjoy a smoother deployment flow.
• Custom field validations ensure data accuracy in your Workflow Apps.

• New API endpoints for full control over recipe version comments.

• New Message Trigger: Our Workbot for Microsoft Teams now supports a new message trigger, allowing you to build bots that can react and respond to natural language.

Elevating observability: Monitor usage, analyze performance, and measure ROI

Usage Dashboard: Take control of your Workato usage with the new Workato Usage Dashboard, designed to simplify operations, optimize costs, and prepare your organization for scaling. The dashboard lets you track key billing metrics, automate processes to avoid overages, and gain deeper visibility into your usage patterns. Whether you’re managing operations, building workflows, or overseeing procurement, this tool provides the insights and strategies you need to maximize your investment and ensure efficient usage. With a clear view of your metrics, you can make informed decisions and confidently plan for future growth.

Explore best practices to stay in control of your usage.

Workato Insights: Unlock the power of real-time analytics with Workato Insights,  designed to help you optimize and enhance your business processes. With intuitive dashboards, you can analyze usage trends, measure ROI, and evaluate performance—all without the need for complex data pipelines or additional BI tools. Quickly identify areas for improvement, take swift corrective actions, and drive continuous improvement across your operations. Workato Insights empowers your teams with the data they need to achieve operational excellence and make informed decisions with ease.

Take a step towards measuring what matters!

Secure Deployments and Compliance: Protecting Your Data, Every Step of the Way

Workato is expanding into new geographies and markets to meet the growing demand for secure, compliant, and high-performance automation solutions. With new data centers, global certifications, and multi-cloud and edge deployments, we ensure reliable operations tailored to regional needs. For customers with unique compliance and security requirements, we offer multiple deployment models to meet every customer need.

• Virtual Private Workato (VPW): A fully managed, single-tenant deployment model. VPW provides complete workload and data isolation, dedicated control and runtime planes, elastic scaling, and geofencing, all without the complexity and costs of managing infrastructure. This flexibility empowers businesses to scale globally while meeting their specific operational and regulatory requirements.
• Workato GovCloud: offering provides a secure, compliant platform designed to meet the stringent requirements of government and public sector organizations. With data residency, advanced encryption, and adherence to standards, it ensures safe and reliable automation for sensitive workloads. GovCloud enables agencies to modernize operations, streamline processes, and drive innovation while maintaining the highest levels of security and compliance.
• Industry-Leading Certifications: We achieved PCI DSS Level 1, ISO 27001, and ISO 27701 certifications, demonstrating our commitment to meeting the highest security standards.

Looking Ahead

Industry analysts see iPaaS, RPA, AI, and LCAP technologies converging. Workato stands uniquely positioned to meet this convergence with a single platform that orchestrates data, APIs, documents, and AI services. By removing silos, connecting everything, and harnessing AI-driven orchestration, we help you achieve real business outcomes at scale.

Thank you for your trust, partnership, and feedback. We look forward to shaping the future of enterprise orchestration and AI-powered transformation—together.

Keep up with the changes

This is just a glimpse of what we accomplished in 2024. We’re excited to continue pushing the boundaries of enterprise orchestration in 2025 and beyond!

If you’d like to learn more about any of these features or access them, please reach out to your account manager.

Eager to see more real-time release updates? Check out our changelog, updated several times a week with the latest and greatest, or our monthly Product Scoops to see all of the ways you can Workato!