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Exploring real-world examples of Workato workflows can provide inspiration and practical guidance for building your own automations. This article will showcase popular workflow examples across various industries and applications, highlighting the versatility and power of Workato. 

These examples provide a starting point for exploring the possibilities of automation with Workato.  By adapting these workflows to your specific needs, you can unlock significant efficiency gains, improve accuracy, and streamline your operations across various departments and industries.

Explore popular use cases and example workflows for different industries and applications.

Popular Workflow Examples

While Workato provides a wealth of pre-built recipes and workflows, there are times when you need to build your own custom automations to fulfill unique requirements or tailor a workflow to specific business processes. This article will guide you through the process of creating custom workflows from scratch within Workato.

  Clearly identify the task or process you want to automate, including the desired outcome.

 Determine the applications involved in your workflow and ensure that Workato has connectors for those applications.

 Select the event that initiates your workflow. 

 Identify the sequence of actions required to achieve your desired outcome, considering data transformations or calculations needed along the way. 

  Log in to your Workato account, navigate to the workflow creation area, and select "Create Workflow."

 Choose the connector representing the application that will trigger the workflow.

 Provide the necessary settings and data mapping for the chosen trigger. 

  Drag and drop actions from the Workato library to add the required steps to your workflow. 

 Provide the necessary settings and data mapping for each action you've added.

 Ensure smooth data flow by mapping fields and values between different steps in your workflow to transfer information accurately. 

  Run a test to ensure that your workflow executes correctly and delivers the desired outcome.

 Employ variables to store data and enhance the flexibility and dynamism of your workflow.

  Add error-handling elements to your workflow to address potential issues and ensure its robustness. 

   Provide clear documentation for your custom workflow, including descriptions of each step, data mappings, and any specific conditions or logic.

Creating custom workflows in Workato allows you to automate complex tasks and processes according to your unique requirements. By following these steps and leveraging Workato's powerful features, you can build efficient and reliable automations that streamline your workflows and achieve your business objectives.

Learn how to create your own custom workflows from scratch to automate unique tasks.

Creating Custom Workflows

Workato offers a collection of pre-built recipes, designed to automate common tasks across various applications.  These recipes provide a quick and efficient way to get started with automation without having to build workflows from scratch.  This article explains how to find and use pre-built recipes effectively in Workato.

  Workato's recipe library is organized by industry, application, and popular use cases.  Browse through the available recipes to discover potential solutions for your automation needs.

  Use the search bar to find recipes related to specific tasks, such as "add new leads to Salesforce," "send email notifications on new orders," or "update spreadsheet data from a form submission."

 Each recipe includes a description outlining its functionality and a visual representation of the steps involved. 

 Choose the recipe that best aligns with your desired automation.

 Carefully examine the recipe's description, including the applications involved, the tasks it automates, and any required settings.

 Click the "Activate" button to activate the recipe.

  Workato will guide you through the process of configuring the recipe settings, including providing credentials for connected applications and mapping fields between different systems. 

 Use the "Test" feature to ensure the recipe is working correctly and delivering the desired outcome. 

  You can modify the order of steps, adjust settings, or replace actions within a recipe to adapt it to your specific requirements. 

  If needed, you can add additional steps to a recipe to enhance its functionality or incorporate extra actions.

  Modify data mappings to align fields accurately between applications and ensure data flows seamlessly through your workflow. 

  Reduce the time and effort required to create workflows by leveraging pre-built solutions.

  Get started with automation quickly, allowing you to focus on achieving your business goals.

  Benefit from recipes that have been tested and refined by Workato's team.

Using pre-built recipes is a valuable tool for automating common tasks, enabling you to quickly implement powerful workflows and streamline your processes.

Learn how to use and modify pre-built recipes to automate common tasks quickly.

Workflows & Recipes

Popular Workflow Examples

Creating Custom Workflows

Using Pre-built Recipes