Workato AI
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DocRecon is a configurable, rule-based reconciliation engine built natively on Workato. It uses IDP to extract invoices, purchase orders, and receipts submitted via Gmail, Slack, or API, then validates and reconciles them against a system of record — currently Salesforce — using configurable checksum, scoring, and matching rules.

The Post Meeting Actions MCP server enables LLMs to interact with Salesforce, Gong, Zoom, Gmail, and Outlook to process a completed sales call end-to-end through natural conversation.

The Waterfall Lead Enrichment MCP server enables LLMs to enrich lead records with ZoomInfo, Apollo.io, and LeadIQ through natural conversation.

AI Agent that helps CSMs to handle post sales processes from a single interface by interacting with different systems to collect and process customer information.

A Workato-hosted MCP server that enables AI assistants and agentic workflows to query enterprise data, generate reports, analyze business performance, and deliver dashboard-ready insights through governed natural-language interactions.

ExecInsight Genie is an AI-powered executive dashboard orchestration solution built on Workato Genie that enables sales and customer-facing teams to generate customer intelligence presentations through natural language interactions. The solution aggregates data from enterprise systems, automates dashboard generation, and delivers standardized executive-ready presentations in minutes.

An Agentic AI Orchestration Layer that connects Salesforce CRM and Microsoft Dynamics 365 F&O to automate the end-to-end Lead-to-Cash process using autonomous, specialized AI agents governed by a central Coordinator Agent

AI-driven Purchase Order management solution that automatically captures, verifies, and routes purchase orders from diverse sources, identifying duplicate purchase orders and frauds in real time, improving ERP processing speeds and accuracy.

An AI-powered conversational interface built on Workato that enables users to discover product promotions and empowers promotion managers to create, update, and manage Salesforce promotion records through natural language—without direct Salesforce access.

An AI-powered Genie that automatically evaluates sales call transcripts, scores them against a structured value-based selling methodology, surfaces objections, buying signals, and loss risks, and routes coaching alerts and recognition notifications to sales leadership. The Genie produces a complete scorecard, executive summary, strengths, improvement areas, and recommended next steps for every qualified Discovery or Proposal call.

Connect any MCP-compatible AI agent, assistant, or large language model (LLM) directly to Gamma to generate, organize, and manage presentations, documents, and visual content — all through natural language, no manual work required.

Apex Scout is an AI-powered sales agent that automates the discovery, validation, and personalised outreach of B2B contacts entirely through Slack. It finds contacts from Lusha, validates them through a 7-layer quality engine, drafts a personalised email per contact using AI, and presents it in Slack for one-click sending via Outlook.

An AI-powered Creatio Sales MCP that lets sales teams query, create, and update records in their Creatio system including Opportunities, Leads, Accounts, Contacts, and Invoices using plain English, eliminating the need to navigate complex Creatio interfaces and enabling instant access to sales data through a conversational interface.

AI-powered conversational assistants that validate incoming orders and generate intelligent inventory replenishment recommendations using backend operational data across Slack, Workato GO, and other collaboration platforms.

MA Connector and SAP WM/TM accelerators are prebuilt integration solutions that enable seamless, real-time data exchange between Manhattan systems and SAP platforms. They include standardized APIs, mappings, and workflows for orders, inventory, and transportation processes, reducing implementation time, minimizing custom development, and ensuring scalable, reliable supply chain integration.

An AI-powered document extraction Genie that transforms handwritten delivery dockets and plant hire forms into structured digital records in seconds - combining image analysis, intelligent field extraction, and automated email distribution to eliminate manual data entry from field operations.

An AI-powered demand forecasting utility built on Workato MCP that orchestrates enterprise data and intelligence to deliver accurate forecasts and actionable insights.

Sales Rep Genie is an AI agent that helps sales teams close deals faster by delivering real-time, contextual guidance and eliminating manual work across the sales cycle.