Changelog

Admins can now programmatically access Performance Copilot health scans across their workspace to improve recipe quality, streamline deployments, and drive better visibility into workspace performance.

• New GET and POST endpoints allow you to retrieve or trigger health scans for any recipe.
• Scan results include health scores, rule violations, and actionable suggestions for performance, cost, security, and quality.
• Integrate scan data into work management tools like Jira, or build custom dashboards for monitoring recipe health at scale.
• Rate limits: up to 60 GET and 20 POST requests per minute.

Learn more in the Developer API documentation.

Insights now enables customers to track KPIs and quantify the value of their automations with Calculated Columns:

• Calculate automation ROI, total cost of ownership, and department-specific pricing based on unit costs.
• Measure elapsed time between events to track Mean-Time-to-Resolution (MTTR) and ensure teams meet SLAs.
• Convert transaction dates into financial quarters or create department-specific views from existing datasets.

Learn more in our Insights documentation.

Workato introduces Dashboard Filters for Insights, which bring dynamic, interactive reporting. This allows users to put more focus on specific projects, time periods, or workflows with a simple click:

• Instant Data Slicing: Filter dashboards effortlessly without any query knowledge.
• Contextual Views: Default filter values ensure dashboards start with the right context.
• Empowered Exploration: Pre-set filter groups let viewers zoom into specific teams, dates, or workflows.
• Seamless Comparisons: Container-level filters make comparing date ranges effortless.

Filter Group is available in the components panel in Insights.

The Workato Insights platform is now generally available to customers. Workato Insights can be used to measure platform usage, automation impact and ROI, and process and Workflow App analytics, all with a no-code widget and query builder experience.

Insights is available in two interfaces:

• Workato: Left navigation Platform > Insights
• Workflow Apps: Available as a page layout

Within Workflow Apps, you can now import/export and deploy the dashboard pages configured with Workato Insights.

This enhancement is available to workspaces in the Insights private beta, with Workflow Apps enabled.

✨ July's release brings six new community connectors spanning business operations, AI infrastructure, product data, and scheduling. Odoo gets double coverage this month — a JSON-2 connector with fully dynamic schemas for any Odoo object (contacts, products, sales orders) plus support for object functions and guided wizards, and a JSON-RPC connector for teams on Odoo's classic external API, both letting you trigger recipes on record creation or updates. Pinecone opens the door to vector search and RAG workflows directly from Workato, letting recipes upsert, query, and manage embeddings at scale. Akeneo brings product information management into reach, with dynamic product search, channel- and locale-specific attribute updates, and asset downloads. Cal.com powers real-time scheduling automation — checking availability, booking, rescheduling, and reacting to booking changes, ideal for AI voice agents and sales workflows. Zscaler Digital Experience (ZDX) rounds things out with monitoring for application, device, and network performance.

🔧 Enhancements this month lean heavily into authentication flexibility, data integrity, and dynamic metadata. GraphQL adds configurable auth header keys and token type overrides across all OAuth flows, making it easier to work with nonstandard APIs like Shopify's. Veeva Vault's document upload gets a rework with cascading "Type → Subtype → Classification" fields and dynamically resolved metadata, alongside a fix for corrupted uploads. Microsoft Fabric SQL now runs dedicated, isolated connection pools per connection with smarter validation and automatic cleanup of unhealthy sessions, while Microsoft Fabric and Microsoft OneLake both add OAuth2 Client Credentials support alongside their existing Authorization Code flows. Jira Assets extends connection support to service accounts for Jira Cloud, and Apollo.io adds new polling triggers for accounts and contacts plus automatic rate-limit handling. The Positional File Tool introduces record position validation and per-column default values for flat-file parsing, and Aconex, Kickflow, and Ivanti round out the month with richer output fields, multi-row slip item support, and cached metadata for faster performance.

🛡 Stability improvements landed across Google Pub/Sub (fixing duplicate ACKs and permanent message loss on errors), Monday (missing method causing list/multiselect column failures), Filevine (multiple field rendering and control-type fixes so datapills and formulas work correctly), and Adaptive Insights (automatic token refresh on Workday JWT expiration). These fixes tighten reliability across data sync and workflow automation use cases.

EDI Genie is an AI-powered conversational assistant that gives EDI operations teams instant access to transaction monitoring, failure diagnostics, trading partner health, and audit reports — via Workato GO, Slack, and Microsoft Teams in natural language.

• Transaction Retrieval & Analysis — Search and filter EDI transactions by date, trading partner, transaction type, and status using natural language — no dashboard navigation required.
• Trading Partner Performance & Error Monitoring — Retrieve partner health insights including success rates, latency trends, recurring errors, and SLA risk.
• Audit Reports & Operational Insights — Generate audit-ready reports, detect anomalies, and receive proactive operational summaries.
• Transaction Failure & Poller Diagnostics — Identify failed or stuck transactions, view root-cause information, and receive remediation guidance.
• Orderful Onboarding Assistance — Access step-by-step onboarding and configuration guidance from a curated Knowledge Base with conversational follow-up support.

Learn more about EDI Genie.

Workato's AI capabilities are available in the Japan data center, bringing enterprise-grade intelligence and automation closer to your operations.

• Enterprise MCP – Build custom MCP servers or leverage pre-built enterprise skills for seamless agent collaboration.
• Agent Studio – Design, test, and deploy production-ready AI agents tailored to your workflows.
• Workato GO – Access intelligent search and AI-powered assistants for faster decision-making.
• Intelligent Document Processing – Automatically extract key insights from contracts, invoices, and other critical documents.
• AI by Workato – Integrate AI capabilities directly into your automation workflows.

Learn more in Japan Data Center.

Workato AI features are now live in the Singapore data center, expanding access to advanced automation and intelligence capabilities in the region.

• Enterprise MCP: Build new MCP servers or leverage pre-built enterprise skills for agent collaboration.
• Agent Studio: Create and deploy production-ready AI agents.
• Workato GO: Access intelligent search and AI-powered assistants.
• Intelligent Document Processing: Extract insights from contracts, invoices, and documents.
• AI by Workato: Embed AI directly into your workflows.

Learn more in the Workato AI documentation.