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Workato Fundamentals Boot Camp

This course enables you to understand and begin using Workato for building and integrating automation solutions.

Workato has quickly become one of the most effective and exciting tools for applying general automation throughout every domain of an organization. Far from being simply another IT tool, Workato is designed to be applied to a huge range of use cases across your entire business.

This course quickly gets you up and running with Workato’s rich feature set, Led by an expert, you’ll also be introduced to general automation best practices, then dive into how to use Workato to apply them.

Learn to apply Workato to a wide range of business automation possibilities

Workato is one of the most accessible, versatile automation solutions available. By the end of this fast-paced course, you will be ready to start applying Workato in many areas of your business, achieving automation dividends such as cost savings, increased speed, reduced human error, and more consistent governance.

Duration

1 day/12 hours of instruction

Public Classroom Pricing

Starting at: $1195(USD)

GSA Price: $872.35

Group Rate: $995

Private Group Pricing

Have a group of 5 or more students? Request special pricing for private group training today.

Part 1: Automation Basics

If you’ve never worked with automation, it can quickly become overwhelming. In this introduction, we’ll cover the basics of automation as a general domain, then examine a few of the fundamental ways automation is being used to apply a force-multiplying effect to workflows and business processes.

Introduction: The business case for automation
What is automation and how is it used?
- Business process automation
- Robotic process automation
- IT automation
- Automation in products
- Discussion: Other use cases?
Basic automation concepts
- Automation foundations
- Scripting, etc.
- Automation rules
- Packages
- Variables
- Methods
- Logic
- Querying
- Pulling
- Triggers
- DevOps
- How to determine automation candidates

Part 2: Using Workato

Workato Basics
- Concepts
- Recipes
- Triggers
- Steps and actions
- Mapping Fields
- Input fields and field mapping
- Datatree and data pills
- Mapping variables
- Mapping constants
- Connections
- Jobs
- Jobs report
- Job detail
Integrating Workato
- Using Workato Connectors
- Workbot
- More on recipes
  - Standalone
  - Callable
  - Lookup tables
  - Setting up an automation COE
  - RecipeOps
  - How to approach operationalizing automation with Workato
  - Prioritizing
  - Working with teams
  - Managing workflow
  - Integrating with agility
- Workato and the SDLC
- API Foundations
- Security
  - Workato specifics
- Workato best practices

Part 3: Live demos

In these live demonstrations, we will show you how to apply Workato automation to valuable use cases in a typical organization. Led by our experts, we’ll show you how to tie Workato functionality to real-world business automation scenarios.
- Automate user on/offboarding
- Keep your sales teams informed and enabled
- Hiring Automation
- Lead Management

This Workato automation fundamentals course is valuable for:

IT professionals
Marketing operations professionals
Sales operations professionals
Sales engineers
System designers and architects
Financial operations staff
Product owners
Operations staff

This course enables you to:

Take advantage of the many business advantages of automation
Navigate the many automation features offered by Workato
Dramatically speed up workflows and business processes using Workato for automation
Apply Workato automation to many functional domains, including marketing, HR, sales, operations, IT, UX/UI, software development, systems testing, logistics, finance, and many others
Use Workato to build automation into market-facing products and services
Design automation use cases
Use Workato to integrate triggers, automated steps, and actions
Use Workato connectors to build automation across multiple systems and tools
Manage Workato jobs, and understand how to track and manage their performance
Use Workato recipes to create holistic automation solutions which directly support business value