{"id":2360,"date":"2023-02-22T16:24:45","date_gmt":"2023-02-22T21:24:45","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/using-workato-to-progress-in-automation-journey\/"},"modified":"2026-09-30T08:25:16","modified_gmt":"2026-09-30T12:25:16","slug":"using-workato-to-progress-in-automation-journey","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/using-workato-to-progress-in-automation-journey\/","title":{"rendered":"How Xerox is using Workato to progress in their automation journey"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Shivani Agarwal, VP, AI and Intelligent Automation at Xerox, recently sat down with Bharath Yadla, SVP, Strategic Initiatives at Workato, and Saurabh Gupta, the President, Research and Advisory Services at HFS Research, to discuss her team\u2019s automation journey.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can read on to learn about her team\u2019s experience with RPA, why they decided to adopt Workato, and how our platform helps managed service providers thrive.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video controls src=\"https:\/\/blog2stage.wpengine.com\/wp-content\/uploads\/2023\/03\/05_Discover-the-benefits-of-introducing-Workato-in-the-Enterprise-Automation-framework_compressed.mp4\"><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>The shortcomings of RPA\u2014and what they\u2019ve done to address them<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Shivani shared that her team\u2019s automation journey started with robotic process automation (RPA) software.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201c(using RPA) we automated basic, high-volume transactional activities that were time consuming and just required swiveling data between applications.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And while her team saw value in streamlining these mundane tasks, they quickly realized that most of the processes they wanted to automate were more complex. For example, they required exception management, automated decisioning, and steps for bringing people into the loop.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To help implement more comprehensive automations, they began to look beyond RPA and found a solution that met their requirements in Workato.<\/p>\n\n\n<div class=\"article__quote article__quote_v1\">\r\n    <div class=\"article__quote-decor\" aria-hidden=\"true\">\u201c<\/div>\r\n    <div class=\"article__quote-text\">\r\n\t\t\u201cMaking our automations more robust, and taking away the brittle nature of the UI-based automations wherever we can, is what led us to working with Workato.\u201d    <\/div>\r\n\t        <div class=\"article__quote-author\">\r\n\t\t\t\t\t\t                <span class=\"article__quote-author-name\">\r\n\t\t\t\t\tShivani Agarwal\t\t\t\t<\/span>\r\n\t\t\t\t\t\t                <span class=\"article__quote-author-position\">\r\n\t\t\t\t\tVice President\u2013AI and Intelligent Automation @ Xerox\t\t\t\t<\/span>\r\n\t\t\t        <\/div>\r\n\t<\/div>\n\n\n<p class=\"wp-block-paragraph\">Shivani&#8217;s team decided to embrace the approach of stitching together various automation technologies. She provided an example within the context of document processing. \u201cYou\u2019ll have document AI, OCR, RPA, and you can have Workato; where Workato is coming into the picture is in performing the \u2018last mile\u2019 activity of pushing the extracted, validated data into business applications.\u201d<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How Workato allows Xerox to deliver powerful automations at scale<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Shivani and her team have also decided to use Workato in their commercial offering, enabling them to automate clients\u2019 processes end-to-end.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Throughout this experience, they\u2019ve benefited from a number of Workato\u2019s platform features and capabilities. For example, Workato provides pre-built connectors for many of the ERP systems that Xerox\u2019s clients use, allowing Xerox to avoid the time and resource-intensive work of building and maintaining connectors in-house.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Moreover, she highlighted the ease of which her team can use Workato to build out their recipes (i.e. automations). \u201cWorkato offers an easy way of building recipes, where we can transform the data we have extracted from a document or received from an external source, like a customer portal or an incident ticket. The transformations can meet the requirements of another business application, and we can automate the transaction using Workato\u2019s back-end connectors.\u201d<\/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\/insights\/beyond-rpa-3\">Learn how Workato can help your organization reach the next stage of its automation journey by scheduling a demo with one of our automation experts.<\/a>\r\n\t\t\t\t            <\/div>\r\n\t\t    <\/div>\r\n","protected":false},"excerpt":{"rendered":"<p>Shivani Agarwal, VP, AI and Intelligent Automation at Xerox, recently sat down with Bharath Yadla, SVP, Strategic Initiatives at Workato, and Saurabh Gupta, the President, Research and Advisory Services at HFS Research, to discuss her team\u2019s automation journey. You can read on to learn about her team\u2019s experience with RPA, why they decided to adopt [&hellip;]<\/p>\n","protected":false},"author":49,"featured_media":12479,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[34],"tags":[],"class_list":["post-2360","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-stories"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How Xerox is using Workato to progress in their automation journey - Workato<\/title>\n<meta name=\"description\" content=\"Learn about Xerox\u2019s experience with RPA, why they decided to adopt Workato, and how our platform helps managed service providers thrive.\" \/>\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\/using-workato-to-progress-in-automation-journey\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Xerox is using Workato to progress in their automation journey - Workato\" \/>\n<meta property=\"og:description\" content=\"Learn about Xerox\u2019s experience with RPA, why they decided to adopt Workato, and how our platform helps managed service providers thrive.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog2workato.wpengine.com\/using-workato-to-progress-in-automation-journey\/\" \/>\n<meta property=\"og:site_name\" content=\"Workato\" \/>\n<meta property=\"article:published_time\" content=\"2023-02-22T21:24:45+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-30T12:25:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/workato.com\/the-connector\/wp-content\/uploads\/2026\/09\/xerox-customer-story.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=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/using-workato-to-progress-in-automation-journey\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/using-workato-to-progress-in-automation-journey\\\/\"},\"author\":{\"name\":\"Jon Gitlin\",\"@id\":\"https:\\\/\\\/www.workato.com\\\/the-connector\\\/#\\\/schema\\\/person\\\/3f3da64b9a8d4e29689a77d18992c857\"},\"headline\":\"How Xerox is using Workato to progress in their automation journey\",\"datePublished\":\"2023-02-22T21:24:45+00:00\",\"dateModified\":\"2026-09-30T12:25:16+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/using-workato-to-progress-in-automation-journey\\\/\"},\"wordCount\":403,\"image\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/using-workato-to-progress-in-automation-journey\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/xerox-customer-story.png\",\"articleSection\":[\"Customer Stories\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/using-workato-to-progress-in-automation-journey\\\/\",\"url\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/using-workato-to-progress-in-automation-journey\\\/\",\"name\":\"How Xerox is using Workato to progress in their automation journey - Workato\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.workato.com\\\/the-connector\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/using-workato-to-progress-in-automation-journey\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/using-workato-to-progress-in-automation-journey\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/xerox-customer-story.png\",\"datePublished\":\"2023-02-22T21:24:45+00:00\",\"dateModified\":\"2026-09-30T12:25:16+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/www.workato.com\\\/the-connector\\\/#\\\/schema\\\/person\\\/3f3da64b9a8d4e29689a77d18992c857\"},\"description\":\"Learn about Xerox\u2019s experience with RPA, why they decided to adopt Workato, and how our platform helps managed service providers thrive.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/using-workato-to-progress-in-automation-journey\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/blog2workato.wpengine.com\\\/using-workato-to-progress-in-automation-journey\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/using-workato-to-progress-in-automation-journey\\\/#primaryimage\",\"url\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/xerox-customer-story.png\",\"contentUrl\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/xerox-customer-story.png\",\"width\":1200,\"height\":525},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/using-workato-to-progress-in-automation-journey\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How Xerox is using Workato to progress in their automation journey\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.workato.com\\\/the-connector\\\/#website\",\"url\":\"https:\\\/\\\/www.workato.com\\\/the-connector\\\/\",\"name\":\"Workato\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.workato.com\\\/the-connector\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.workato.com\\\/the-connector\\\/#\\\/schema\\\/person\\\/3f3da64b9a8d4e29689a77d18992c857\",\"name\":\"Jon Gitlin\",\"description\":\"Jon Gitlin is the Managing Editor of The Connector, where you can get the latest news on Workato and uncover tips, examples, and frameworks for implementing powerful integrations and automations. In his free time, he loves to run outside, watch soccer (er...football) matches, and explore local restaurants.\",\"sameAs\":[\"jhammond\"],\"url\":\"https:\\\/\\\/blog2workato.wpengine.com\\\/author\\\/jon-gitlin\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How Xerox is using Workato to progress in their automation journey - Workato","description":"Learn about Xerox\u2019s experience with RPA, why they decided to adopt Workato, and how our platform helps managed service providers thrive.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/blog2workato.wpengine.com\/using-workato-to-progress-in-automation-journey\/","og_locale":"en_US","og_type":"article","og_title":"How Xerox is using Workato to progress in their automation journey - Workato","og_description":"Learn about Xerox\u2019s experience with RPA, why they decided to adopt Workato, and how our platform helps managed service providers thrive.","og_url":"https:\/\/blog2workato.wpengine.com\/using-workato-to-progress-in-automation-journey\/","og_site_name":"Workato","article_published_time":"2023-02-22T21:24:45+00:00","article_modified_time":"2026-09-30T12:25:16+00:00","og_image":[{"width":1200,"height":525,"url":"https:\/\/workato.com\/the-connector\/wp-content\/uploads\/2026\/09\/xerox-customer-story.png","type":"image\/png"}],"author":"Jon Gitlin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Jon Gitlin","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/blog2workato.wpengine.com\/using-workato-to-progress-in-automation-journey\/#article","isPartOf":{"@id":"https:\/\/blog2workato.wpengine.com\/using-workato-to-progress-in-automation-journey\/"},"author":{"name":"Jon Gitlin","@id":"https:\/\/www.workato.com\/the-connector\/#\/schema\/person\/3f3da64b9a8d4e29689a77d18992c857"},"headline":"How Xerox is using Workato to progress in their automation journey","datePublished":"2023-02-22T21:24:45+00:00","dateModified":"2026-09-30T12:25:16+00:00","mainEntityOfPage":{"@id":"https:\/\/blog2workato.wpengine.com\/using-workato-to-progress-in-automation-journey\/"},"wordCount":403,"image":{"@id":"https:\/\/blog2workato.wpengine.com\/using-workato-to-progress-in-automation-journey\/#primaryimage"},"thumbnailUrl":"https:\/\/blog2workato.wpengine.com\/wp-content\/uploads\/2026\/09\/xerox-customer-story.png","articleSection":["Customer Stories"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/blog2workato.wpengine.com\/using-workato-to-progress-in-automation-journey\/","url":"https:\/\/blog2workato.wpengine.com\/using-workato-to-progress-in-automation-journey\/","name":"How Xerox is using Workato to progress in their automation journey - Workato","isPartOf":{"@id":"https:\/\/www.workato.com\/the-connector\/#website"},"primaryImageOfPage":{"@id":"https:\/\/blog2workato.wpengine.com\/using-workato-to-progress-in-automation-journey\/#primaryimage"},"image":{"@id":"https:\/\/blog2workato.wpengine.com\/using-workato-to-progress-in-automation-journey\/#primaryimage"},"thumbnailUrl":"https:\/\/blog2workato.wpengine.com\/wp-content\/uploads\/2026\/09\/xerox-customer-story.png","datePublished":"2023-02-22T21:24:45+00:00","dateModified":"2026-09-30T12:25:16+00:00","author":{"@id":"https:\/\/www.workato.com\/the-connector\/#\/schema\/person\/3f3da64b9a8d4e29689a77d18992c857"},"description":"Learn about Xerox\u2019s experience with RPA, why they decided to adopt Workato, and how our platform helps managed service providers thrive.","breadcrumb":{"@id":"https:\/\/blog2workato.wpengine.com\/using-workato-to-progress-in-automation-journey\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/blog2workato.wpengine.com\/using-workato-to-progress-in-automation-journey\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/blog2workato.wpengine.com\/using-workato-to-progress-in-automation-journey\/#primaryimage","url":"https:\/\/blog2workato.wpengine.com\/wp-content\/uploads\/2026\/09\/xerox-customer-story.png","contentUrl":"https:\/\/blog2workato.wpengine.com\/wp-content\/uploads\/2026\/09\/xerox-customer-story.png","width":1200,"height":525},{"@type":"BreadcrumbList","@id":"https:\/\/blog2workato.wpengine.com\/using-workato-to-progress-in-automation-journey\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/blog2workato.wpengine.com\/"},{"@type":"ListItem","position":2,"name":"How Xerox is using Workato to progress in their automation journey"}]},{"@type":"WebSite","@id":"https:\/\/www.workato.com\/the-connector\/#website","url":"https:\/\/www.workato.com\/the-connector\/","name":"Workato","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.workato.com\/the-connector\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.workato.com\/the-connector\/#\/schema\/person\/3f3da64b9a8d4e29689a77d18992c857","name":"Jon Gitlin","description":"Jon Gitlin is the Managing Editor of The Connector, where you can get the latest news on Workato and uncover tips, examples, and frameworks for implementing powerful integrations and automations. In his free time, he loves to run outside, watch soccer (er...football) matches, and explore local restaurants.","sameAs":["jhammond"],"url":"https:\/\/blog2workato.wpengine.com\/author\/jon-gitlin\/"}]}},"_links":{"self":[{"href":"https:\/\/blog2workato.wpengine.com\/wp-json\/wp\/v2\/posts\/2360","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog2workato.wpengine.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog2workato.wpengine.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog2workato.wpengine.com\/wp-json\/wp\/v2\/users\/49"}],"replies":[{"embeddable":true,"href":"https:\/\/blog2workato.wpengine.com\/wp-json\/wp\/v2\/comments?post=2360"}],"version-history":[{"count":3,"href":"https:\/\/blog2workato.wpengine.com\/wp-json\/wp\/v2\/posts\/2360\/revisions"}],"predecessor-version":[{"id":14141,"href":"https:\/\/blog2workato.wpengine.com\/wp-json\/wp\/v2\/posts\/2360\/revisions\/14141"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog2workato.wpengine.com\/wp-json\/wp\/v2\/media\/12479"}],"wp:attachment":[{"href":"https:\/\/blog2workato.wpengine.com\/wp-json\/wp\/v2\/media?parent=2360"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog2workato.wpengine.com\/wp-json\/wp\/v2\/categories?post=2360"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog2workato.wpengine.com\/wp-json\/wp\/v2\/tags?post=2360"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}