Workbot
Workbot is a bot platform by Workato that you can use to configure your workflows, ChatOps, and send custom, actionable notifications - without having to write a single line of code!Apps include: Workday, Salesforce, Servicenow, Netsuite, Jira, Okta and 1000+ more! For more info, visit https://www.workato.com/workbot-slackWhat Workbot can do
1. Orchestrate approval workflows
Execute approval workflows within Slack so you don't have to waste time hopping across multiple apps. Only people with the proper app privileges can act upon them, or pull up past request info.
Some example approval workflows include deal approvals, IT requisition, order fulfillment, vacation or even expense requests.2. Automate ChatOps
Workbot helps you connect people, bots and tools in an automated and transparent workflow.
Some examples include automated ITOps follow-up, getting smart, actionable alerts from DevOps, or managing security operations using Okta from Slack.3. Connected Support
Work with Support, CRM and Dev systems right from Slack for reduced time to resolution, response time and improved customer experience.
Examples: Create, list, show, escalate tickets, automatically creating a channel to discuss and resolve issues.4. Connected Sales and Marketing
Get personalized messages on your sales progress, quickly pull up info such as leads, opportunities, accounts, cases and more from your CRM and reduce context switching.
Examples: Get only relevant info such as new, important leads assigned to you, new tasks, weekly notification of open cases/ opportunities closing this week, unfurling URLs.5. Customize Workbot to work with your business processes
All 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. The possibilities are endless!To get started, install the bot and connect your apps. More at: https://www.workato.com/workbot-slack
1. Orchestrate approval workflows
Execute approval workflows within Slack so you don't have to waste time hopping across multiple apps. Only people with the proper app privileges can act upon them, or pull up past request info.
Some example approval workflows include deal approvals, IT requisition, order fulfillment, vacation or even expense requests.2. Automate ChatOps
Workbot helps you connect people, bots and tools in an automated and transparent workflow.
Some examples include automated ITOps follow-up, getting smart, actionable alerts from DevOps, or managing security operations using Okta from Slack.3. Connected Support
Work with Support, CRM and Dev systems right from Slack for reduced time to resolution, response time and improved customer experience.
Examples: Create, list, show, escalate tickets, automatically creating a channel to discuss and resolve issues.4. Connected Sales and Marketing
Get personalized messages on your sales progress, quickly pull up info such as leads, opportunities, accounts, cases and more from your CRM and reduce context switching.
Examples: Get only relevant info such as new, important leads assigned to you, new tasks, weekly notification of open cases/ opportunities closing this week, unfurling URLs.5. Customize Workbot to work with your business processes
All 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. The possibilities are endless!To get started, install the bot and connect your apps. More at: https://www.workato.com/workbot-slack
Permissions
Workbot will be able to view:
Workbot will be able to do:
Review the details to better understand this app’s security practices. To learn more about assessing apps for your workspace visit our Help Center.
General
Developer
Workato Inc.
Company headquarters location
United States
Terms of service
Privacy & data governance
Data retention policy
Workato retains specific recipe and usage data to power the Dashboard, display custom reports, repeat jobs, and troubleshoot errors. After a certain amount of time has passed, this data is automatically and permanently deleted from the Workato platform. The time data is retained is determined by a data retention policy. For more info, see https://docs.workato.com/security/data-protection/data-retention/
Data archiving and removal policy
After a certain amount of time has passed, this data is automatically and permanently deleted from the Workato platform. The time data is retained is determined by a data retention policy. For more info, see https://docs.workato.com/security/data-protection/data-retention/
Data storage policy
To store data longer than the retention period, use Audit log streaming. Using this feature, you can send job and activity log data from Workato to your event management application of choice. Currently, Workato supports the following applications: Amazon S3 Data Dog Splunk Sumo Logic Any other application or service accessible over an HTTP endpoint Note: Only data created after streaming is configured will be available. Audit log streaming doesn't apply to previously created data. For more info, see https://docs.workato.com/security/data-protection/data-retention/#maximum-storage
Data center location(s)
United States
Data hosting details
Data is hosted in AWS and Google Cloud. These cloud providers do not access customer data.
Data hosting company
AWS, Google Cloud
App/service has sub-processors
yes
Guidelines for sub-processors
Certifications & compliance
SOC attestation
GDPR commitment
Data deletion request procedure
Users can contact support@workato.com.
HIPAA compliant
yes
While this app may offer HIPAA compliance, Slack does not have a business associate agreement with any third-party application providers, including those in the Slack Marketplace, so you are responsible for validating the provider's compliance and executing an appropriate agreement before enabling.
Security
Supports Single Sign On (SSO) with the following providers
Wrike, Slack, Salesforce, Office 365, Google
Supports Security Assertion Markup Language (SAML)
yes
Has a dedicated security team
yes
Contact for security issues
security@workato.com
Has a vulnerability disclosure program
no
Has a bug bounty program
no
Requires third party authorization/connections
yes
Uses token rotation
no