Measure impact, prove ROI, and act on what matters
When Workato announced Action Board in August at World of Workato Las Vegas, customers were immediately excited by the prospect of a single place to both measure the impact of their Genies and take action with those Genies without switching tools. Now Generally Available in Workato GO, Action Board delivers on this vision by giving teams a command center to measure Genie-driven outcomes, prove ROI, and act quickly on the Genie tasks and updates that matter most.
Below are three ways Action Board helps teams work smarter and faster.
See the Outcomes Your Genies Deliver
Action Board gives teams a complete view of Genie performance through configurable KPIs, data visualizations, and trends powered by Genie skill recipes. These measurement tools help teams see not only what Genies did, but how those actions influenced the business outcomes that matter most.
Revenue teams can see how Genies affected pipeline movement and deal progression. Support and IT teams can track Genie-assisted ticket resolution and its impact on SLA performance. HR and operations teams can evaluate throughput and cycle times with confidence.
With accurate, up-to-date outcome data in one place, every user — from frontline teams to executives — can measure Genie impact and ROI, identify where to scale their Genies, and communicate the value of their AI investments across the organization.
Insights Tailored to Every Team
Action Board also supports personalized views using role-based dashboards, customizable tiles, and layouts that surface the insights most relevant to each function.
For example, end users want a clear view of Genie KPIs, updates, and tasks to help them get their work done, while managers and executives want to see strategic metrics that provide insight on business impact and inform strategy and planning.
Flexible configurations and team-specific permissions ensure every department sees the information that matters most. This reduces noise, strengthens alignment, and gives the entire organization a focused and organized start to the day.
Take Action the Moment It’s Needed
Insight becomes meaningful when teams can act on it quickly. Action Board organizes Genie approvals, updates, exceptions, and tasks into a central action inbox so teams can respond without switching tools or losing context.
From a single interface, teams can approve requests, resolve issues, trigger follow-up steps, and ask their Genies to extend workflows using natural language in Workato GO. When deeper context is needed, Genie chat enables immediate follow-up.
This seamless connection between insight and action helps teams stay ahead of their work and ensures that critical steps receive attention exactly when they are needed.
How to Get Started
Action Board helps teams get the most from their Workato Genies by enabling them to measure core KPIs and take action on the work that matters most. If your organization already has access to Workato GO, you can start using Action Board today:
- Open Workato GO → Action Board
- Add KPIs tied to the outcomes your team cares about
- Create views tailored to specific roles or functions
- Use Action Board during daily or weekly reviews to track progress and guide next steps
If you’re new to Workato or want to learn more about Action Board, contact your Workato account manager or request a demo today.