{"id":2307,"date":"2026-03-04T23:46:51","date_gmt":"2026-03-05T04:46:51","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/chatbot-automation\/"},"modified":"2026-09-21T08:39:43","modified_gmt":"2026-09-21T12:39:43","slug":"chatbot-automation","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/chatbot-automation\/","title":{"rendered":"Chatbot automation: what it is and how you can implement it"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Slack\u2019s paid users spend <a href=\"https:\/\/slack.com\/blog\/news\/work-is-fueled-by-true-engagement\" target=\"_blank\" rel=\"noreferrer noopener\">90 minutes per day, on average,<\/a> actively using their platform.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Assuming your employees behave similarly\u2014regardless of the business communications platform they use\u2014, it\u2019d be in your organization\u2019s best interest to bring the data and actions from 3rd-party applications to your business communications platform.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We\u2019ll show you how chatbot automations can help you do just that by covering several examples. But first, let\u2019s align on the definition of chatbot automation.<\/p>\n\n\n\r\n    <div class=\"article__cta\">\r\n\t\t            <div class=\"article__cta-right\">\r\n                <img decoding=\"async\" class=\"article__cta-right_image\" src=\"\"\r\n                     alt=\"\">\r\n                <div class=\"article__cta-right_content\">\r\n                    <h4>Ready to start implementing chatbot automations?<\/h4>\r\n                    <p>Whether you\u2019re looking to automate lead routing, incident management or employee onboarding, Workbot\u00ae, our customizable platform bot, can help.<\/p>\r\n                <\/div>\r\n\t\t\t\t                    <a class=\"article__cta-right_btn\"\r\n                       href=\"https:\/\/www.workato.com\/request_demo?ref=connector-chatbot-automation\">Schedule a demo<\/a>\r\n\t\t\t\t            <\/div>\r\n\t\t    <\/div>\r\n\n\n\n<h2 class=\"wp-block-heading\" id=\"chatbot-automation-definition\"><strong>What is chatbot automation?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>It\u2019s any automation that involves a chatbot.<\/strong> More specifically, the chatbot can trigger a workflow automation and perform any subsequent actions in the workflow, all while keeping employees from leaving your business communications platform.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"chatbot-automation-use-cases\"><strong>Chatbot automation examples<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To help make this definition more tangible, let\u2019s cover some powerful use cases.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. Streamline employee referrals with Referral Bot<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">To uncover the best candidates quickly and at scale, you should motivate your employees to provide referrals. And while there are a variety of approaches that can help, you can\u00a0start by making the process of submitting quick and easy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s a chatbot automation that can help:<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Referral Bot Demo - Unexpected Automations\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/KK9CaPJtg4g?start=7&amp;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>An employee accesses \u201cReferral Bot\u201d in a business communications platform like <a href=\"https:\/\/www.workato.com\/integrations\/slack?ref=connector-chatbot-automation\">Slack<\/a> and clicks \u201cRefer Candidate.\u201d\u00a0<\/li>\n\n\n\n<li>Referral Bot opens a pop-up where the referrer can fill out key information on the candidate.\u00a0<\/li>\n\n\n\n<li>Once filled out and submitted, a candidate profile gets created for them in an ATS like <a href=\"https:\/\/www.workato.com\/integrations\/greenhouse?ref=connector-chatbot-automation\">Greenhouse<\/a>, where all of the relevant fields are populated based on the information provided by the referrer.\u00a0<\/li>\n\n\n\n<li>The recruiter for the role receives a message from Referral Bot, where they can review the candidate\u2019s information and decide whether to forward them to your hiring manager.<\/li>\n\n\n\n<li>As the candidate moves along each stage of the interview process, the referrer gets notified by Referral Bot, all but ensuring that they\u2019re kept in the loop throughout the process.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Related: <\/em><a href=\"https:\/\/www.workato.com\/the-connector\/hr-chatbots\/\"><em>What is an HR chatbot? Plus 7 examples<\/em><\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Identify suitable customer references with ProductIQ Bot<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">One of the last steps a prospect might take before finalizing their purchasing decision is speaking with an existing customer about their experiences with your product and team.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can enable your reps to find the best client referral for any situation with the help of chatbot automation. Here\u2019s more on how it can work in the context of helping one of our own reps at Workato:<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Speed Up Deal Cycles With Faster Access to Insights With Product Usage Data\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/LFouuO9A9Hg?start=95&amp;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>A sales rep accesses \u201cProductIQ Bot\u201d in a business communications platform and types in something along the lines of \u201chelp.\u201d<\/li>\n\n\n\n<li>ProductIQ Bot responds by asking if the employee would like to either \u201cGet metric chart\u201d or \u201cConnector usage data\u201d.<\/li>\n\n\n\n<li>If, say, the rep wants to look up clients that use <a href=\"https:\/\/www.workato.com\/integrations\/salesforce?ref=connector-chatbot-automation\">our Salesforce connector<\/a>, they would click on Connector usage data and type in \u201cSalesforce\u201d under Connector and \u201cDomains\u201d under Option.<\/li>\n\n\n\n<li>The bot responds by providing high-level information on the clients that use the connector. It also provides a link to a \u201cUsage Report\u201d document where the rep can find the individual accounts that use the connector, along with additional usage information on those accounts.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Related: <\/em><a href=\"https:\/\/www.workato.com\/the-connector\/sales-chatbot\/\"><em>A guide to sales chatbots<\/em><\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. Empower employees to request the equipment they need with Assistant Bot<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Your employees will inevitably need new equipment and devices over time. Whenever they do, you can make the provisioning process simple and fast on their end by leveraging chatbot automation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s how it can work:<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Streamline Your IT Help Desk | Automations for IT\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/rXuB5-MzdYI?start=344&amp;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>An employee accesses \u201cAssistant Bot\u201d in a business communications platform and clicks on \u201cEquipment Provisioning.\u201d<\/li>\n\n\n\n<li>The employee can then select the specific items they need via a dropdown menu. Once they finish making their selections, they click \u201cRequest Approval.\u201d<\/li>\n\n\n\n<li>A ticket automatically gets created in an ITSM tool like <a href=\"https:\/\/www.workato.com\/integrations\/service_now?ref=connector-chatbot-automation\">ServiceNow<\/a>, which includes the requested items and information on the requester; all the while, Assistant Bot messages the designated approver all of the relevant information, and it allows them to either accept or reject the request with the click of a button.<\/li>\n\n\n\n<li>Once the approver either accepts or rejects the request, the associated ticket gets updated, and the chatbot notifies the requester of the ticket\u2019s status.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Related: <\/em><a href=\"https:\/\/www.workato.com\/the-connector\/service-desk-chatbot\/\"><em>The benefits of using an IT service desk chatbot<\/em><\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"why-implement-chatbot-automation\"><strong>Chatbot automation benefits<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here are just a few of the top benefits that come with implementing chatbot automations:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. Enables your employees to focus on high-impact work<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The average employee moves between applications <a href=\"https:\/\/hbr.org\/2022\/08\/how-much-time-and-energy-do-we-waste-toggling-between-applications\" target=\"_blank\" rel=\"noreferrer noopener\">more than 1,000 times per day<\/a>, which translates to nearly 4 hours of wasted time on a weekly basis.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Chatbot automations allow your team to significantly cut back on app-hopping, as employees can perform more of their work within their business communications platform. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Moreover, they can use their newfound time savings to focus on more strategic tasks that they\u2019re more likely to value, and that\u2019s more likely to benefit the business.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/www.workato.com\/the-connector\/wp-content\/uploads\/2026\/09\/Workato-4.png\"><img decoding=\"async\" src=\"https:\/\/www.workato.com\/the-connector\/wp-content\/uploads\/2026\/09\/Workato-4.png\" alt=\"Chatbot automation lets you address almost any time-sensitive business event effectively, as it provides the relevant data and actions to the appropriate employees in near real-time.\" class=\"wp-image-43326\"\/><\/a><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\"><strong>2. Allows you to act on data in near real-time<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In many cases, data\u2019s utility depends on how quickly it\u2019s recognized and acted upon. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For instance, once a new lead comes in, you\u2019ll want the newly-assigned rep to become aware of it quickly and respond as soon as possible. Any delays only increase the chances that the lead goes on to contact and buy from a rival.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Chatbot automation lets you address almost any time-sensitive business event effectively (in the example above, you can use \u201cLead Bot\u201d), as it provides the relevant data and actions to the appropriate employees in near real-time.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Delivers a better customer experience<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Many chatbot automations can be geared towards improving customer satisfaction. For example, you can <a href=\"https:\/\/www.workato.com\/the-connector\/product-usage-data\/\">leverage one that notifies reps when a clients\u2019 level of product usage drops below a predefined threshold<\/a>\u2014thereby enabling customer-facing employees to provide personalized, prompt support. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And even when the automations are employee-focused, they\u2019re likely to benefit customers indirectly, as happier employees <a href=\"https:\/\/hbr.org\/2019\/08\/the-key-to-happy-customers-happy-employees\" target=\"_blank\" rel=\"noreferrer noopener\">will likely<\/a> help you develop and foster a happier customer base over time.\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. Requires little to no technical expertise to implement<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">While implementing chatbot automations that work across business-critical workflows can seem daunting, you can now use a low-code\/no-code platform to build and modify any.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This enables your <a href=\"https:\/\/www.workato.com\/the-connector\/citizen-automation\/\">citizen automators<\/a> (i.e., employees who have more business skills than technical expertise) to utilize their unrivaled knowledge of specific processes and applications when building chatbot automations, all but ensuring that they\u2019re impactful. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In addition, since you\u2019re adding additional builders to the effort, you\u2019ll be better positioned to scale and optimize your automations over time.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Implement any chatbot automation with Workbot<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.workato.com\/workbot-slack?ref=connector-chatbot-automation\">Workbot\u00ae<\/a>, our customizable platform bot for Slack, Microsoft Teams, or Workplace from Meta, offers all of the use cases and benefits highlighted above, and much more. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In addition, by building Workbot in Workato, the leader in enterprise automation, you get access to all of the benefits offered by our platform: a low-code\/no-code UX, hundreds of thousands of automation templates, machine learning and AI-based features (e.g., <a href=\"https:\/\/www.workato.com\/product-hub\/harness-the-wisdom-of-crowds-with-recipe-iq\/\">Recipe IQ<\/a>), and so on.<\/p>\n\n\n\r\n    <div class=\"article__cta\">\r\n\t\t            <div class=\"article__cta-no\">\r\n\t\t\t\t                    <a href=\"https:\/\/www.workato.com\/request_demo?ref=connector-chatbot-automation\">To learn more about Workbot and the Workato platform more generally, you can schedule a demo with one of our automation experts.<\/a>\r\n\t\t\t\t            <\/div>\r\n\t\t    <\/div>\r\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Slack\u2019s paid users spend 90 minutes per day, on average, actively using their platform. Assuming your employees behave similarly\u2014regardless of the business communications platform they use\u2014, it\u2019d be in your organization\u2019s best interest to bring the data and actions from 3rd-party applications to your business communications platform.&nbsp; We\u2019ll show you how chatbot automations can help [&hellip;]<\/p>\n","protected":false},"author":49,"featured_media":2308,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[31],"tags":[],"class_list":["post-2307","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-automation-integration"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Chatbot automation: what it is and how you can implement it - Workato<\/title>\n<meta name=\"description\" content=\"We&#039;ll cover specific ways that sales, HR, IT, and support teams can use chatbot automations to transform their processes.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog2workato.wpengine.com\/chatbot-automation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Chatbot automation: what it is and how you can implement it - Workato\" \/>\n<meta property=\"og:description\" content=\"We&#039;ll cover specific ways that sales, HR, IT, and support teams can use chatbot automations to transform their processes.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog2workato.wpengine.com\/chatbot-automation\/\" \/>\n<meta property=\"og:site_name\" content=\"Workato\" \/>\n<meta property=\"article:published_time\" content=\"2026-03-05T04:46:51+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-21T12:39:43+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.workato.com\/the-connector\/wp-content\/uploads\/2026\/09\/Chatbot-automation-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"525\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Jon Gitlin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jon Gitlin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/chatbot-automation\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/chatbot-automation\\\/\"},\"author\":{\"name\":\"Jon Gitlin\",\"@id\":\"https:\\\/\\\/www.workato.com\\\/the-connector\\\/#\\\/schema\\\/person\\\/3f3da64b9a8d4e29689a77d18992c857\"},\"headline\":\"Chatbot automation: what it is and how you can implement it\",\"datePublished\":\"2026-03-05T04:46:51+00:00\",\"dateModified\":\"2026-09-21T12:39:43+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/chatbot-automation\\\/\"},\"wordCount\":1191,\"image\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/chatbot-automation\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/Chatbot-automation-1.png\",\"articleSection\":[\"Automation &amp; 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