Author: Jon Gitlin

Our Director of Enterprise Sales shares his background in the integration and automation space and his experience at Workato.

We'll break down each step of the automation and highlight the results it's brought to their matchmaking program.

Learn how to build an Automation HQ and Automation Factories, and see how they can work together to fuel your automation program.

We'll share 3 examples of streamlined processes as well as tips that can help you optimize any business process.

Learn how you can download client files and upload them to the appropriate folder, sync customer records across apps, and more.

Discover how account intelligence can help boost retention, close new business, and capture additional revenue from clients.

We'll share examples of impactful process automations and 5 questions that can guide you towards implementing any successfully.