Setting up your first project — Workato for Beginners

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What are Projects in Workato? 

When working on your automations, projects are a flexible way to bring together your teams, recipes and applications in Workato, and turn them into shippable automation products.

A project holds the related set of assets for your integration which includes

Related: Projects Documentation

When to use Projects in Workato? 

Let’s say that you are working on an automation that aims to improve how you escalate your high priority support tickets and present them quickly to the engineering team to resolve. To get started on this, you will need:

  • help from your coworkers
  • to build the recipe
  • keep data secure

Creating a project allows your entire team to work together safely and securely in a single workspace while achieving the above.

How to set up a Project:

Step 1: Create and name your Project

We are going to use the same example stated above.

First, create a Project by doing the following:

  • in the Projects menu, click Create Project

Then, name the Project Ticket Escalation to define the business process that you are automating.

Create a Project in Workato

Create a Project and name your Project

Add a description to your project that describes what the automation is about. This step is optional but it is good practice for your team.

Step 2: Invite your team

After creating your Project, you can set up your team with the right access control so you can work together on this project.

How to invite collaborators to your project
How to use Role-Based Access Control for collaboration governance in Workato

How to set up your team:

In this case, your team members are:

Team member 1: Isabelle Koh
Role: Admin of this project
Role Description: Isabelle ensures that the team has access to the necessary application connections, folders, recipes and other assets.

Project access control

Team member 2: Jane Everest
Role: Recipe Builder
Role Description: Jane will lead the recipe development and building. She has expertise with Workato and is familiar with the business process, rules and logic. As a recipe builder, Jane will have access to create, edit and run recipes

Project access control

Jane’s access control

Team member 2: Ryan Kan
Role: SDK Developer
Role Description: Using Workato’s Connector SDK, Ryan will be building custom connectors with relevant third-party apps for this project

Project control access

Ryan’s access control

As you develop your automation, the assets in your project will grow to include more app connections and recipes. In this case, you may create folders and sub-folders to organize your assets.

Project assets

Assets in your Project: connections and recipes

Step 3: Deploying Changes

As changes and enhancements are added to your automation, your team can easily move all related and dependent recipes and connections to different environments (DEV, TEST, PROD).

Also read: Environments — Democratizing change management for automations

For example, when the recipe is ready for testing, you can deploy it from the DEV to the TEST environment.

Note: To deploy a project to an environment, you’ll need a Workato account with the Environments feature enabled.

Deploying project across environments

Deploying project across different environments

project deployment across environments

Selecting an environment for deployment


Best Practices for using Projects

Projects are a great way to organize your integrations. As a guideline, you should organize projects in your workspace by:

  • department
  • use case
  • project

Learn More

To learn more about Projects, read the full documentation on Project here.


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