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Intelligent Workflows, ChatOps, Notifications across all your apps
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Workbot
Go to workato.comby Workato
Use Workbot across multiple teams in your company
Bring the power of your apps into Slack. Eliminate the app hopping and get actual work done across all your teams and the apps they use.
Approval workflows
Specialized workflows that allow only people with the proper app privileges to act upon them.
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Chat ops
Connect people, bots, and tools in an automated and transparent workflow.
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Connected support
Work with Support, CRM and Dev systems right from Slack for reduced time to resolution, response time and improved customer experience.
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Connected sales & marketing
Get personalized messages on your sales progress, quickly pull up info from your CRM and reduce context switching.
Learn MoreApproval workflows
Deal Desk
When a Deal Desk request is created in Salesforce, the request can also be sent to a specific channel or sent as a message. When clicking the Approve or Reject buttons, Workbot will authenticate the user to ensure that he/she has sufficient privileges to administer that action.
IT Request Approvals
Quickly and easily request for equipment via ServiceNow from Teams. The designated approver can also view the buyer history of the requester before approving or rejecting the request, and the requester will receive a message regarding the outcome.
Order Fulfillment Approvals
When a purchase is made that needs to be fulfilled, like an eCommerce purchase, it often requires some form of approval. These can be routed to Teams for a fast response. The fulfillment process can even be kickstarted automatically.
Vacation / Expense Approvals
Going on a vacation or need to file for an expense report? Quickly request the approval from your manager within Teams. All the information will be updated in your HR and Finance apps, like Workday and Expensify.
Chat ops
Security Ops
Handle all your security operations from Teams. You can connect Okta to Workbot to receive notifications for any suspicious activity like a login from an unusual location, and act on it right from Teams. You can even perform actions such as viewing recent logins and provisioning/deprovisioning accounts.
Automated ITOps Follow-up
Automatically assign a Jira or GitHub issue to someone when critical issues arise from a monitoring tool. Workbot can notify everyone in the appropriate channel when an issue is assigned or updated.
Smart, Actionable Alerts from DevOps
Instead of receiving a firehose of alerts, you can define various thresholds, monitor velocity of alerts and then based on those settings, Workbot will post alerts to the relevant channel or user on Teams.
Connected support
Support escalation workflow
Quickly escalate support tickets to engineering by creating the corresponding ticket in Jira from Zendesk right from Slack. Further, you can even set up a channel and invite the relevant stakeholders such as support agents and engineers to resolve the issue, log comments to the tickets directly, without hopping in and out of the different systems.
View tickets quickly
Need to look up on ticket info? Simply type “show ticket” to see specific ticket details, or “list tickets” to view the last 5 tickets opened by the user.
Create tickets within Slack
Besides getting notifications, take actions within your apps from Slack. Quickly create support tickets right from Slack so you can save time and focus on providing better customer experience.
Connected sales & marketing
Visually Track Your Progress
Workbot can help you monitor your sales target and daily progress by displaying charts that automatically update as you work through your day.
Get Information Quickly and Watch URLs Unfurl
Get a quick refresher on the opportunities you’re working on without having to log into the app itself. Send Workbot URLs of opportunities and receive all the important details instantly.
Get Personalized Notifications
Receive custom notifications as updates are made to any of your leads and opportunities. Customize what specific updates trigger notifications and what type of information is surfaced to you.
Completely customize your workflows, commands, and notifications across 1000+ apps
Workbot commands are powered by the Workato platform via recipes. Customize recipes to suit your specific app customizations, or create your own workflows and commands to work with your business needs.
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What can Workbot do?
Workbot understands your custom Salesforce implementation
Get relevant notifications regarding your leads, contacts, cases
View leads, accounts, cases and act on them
View a graphical summary of all your opportunities
Users love Workbot
Workbot has become a very important part of our day-to-day work. The ability for it to proactively send relevant notifications as DMs and being able to act on them right away from within Slack will help us get things done faster and in ways that we could not before.
Work your apps from Slack.
The only bot you need to get work done across all your apps, databases, and micro-services.
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Workato is an integration platform for intelligent automations,
providing enterprise integration and process automation, enabling
both business and IT teams to build, operate and rollout workflow
automations.
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