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Exporting/Importing recipes best practices

[Dec 12, 2020] Mike Power (CRM Enterprise Architect at American University) posted:Does anyone have “best practices” or steps they follow when it comes to properly exporting recipes/dependencies and then importing them into their test or prod environ...

Office365 Distribution Group Maintenance

[Jan 7, 2021] Gordon Hu from WeGalvanize posted: Hello Pros!I would like to see how other pros maintain the organization’s O365 Cloud Distribution Groups. As Microsoft points out in the KB, it’s not supported by Graph API.Background:We are an Okta cu...

Statement Generation With Netsuite

[Jan 5, 2021] Sean Duggan (Financial Systems Administrator at Catalant Technologies) posted:Has anyone used Workato to generate statements to send to customers through Netsuite?  If so, how have you accomplished this?  I am open to using the standard...

Logging Errors with Non Workato Users

[Dec 22, 2020] Brian Haskins (Business System Architect at TeleTracking) posted: I wanted to see what others have done with log aggregation. Here is the Scenario:We currently have Salesforce, NetSuite, and Concur Jobs setup. Different groups are resp...

RecipeOps?

[Dec 12, 2020] Mike Power (CRM Enterprise Architect at American University) posted:Hey all,I’m curious what kinds of RecipeOps you’re using?  Any best practices/recommendations around them?The only things that jumped out to me thus far were making su...

Create/Update in Bulk NetSuite Actions

[Dec 2, 2020] Joe Blanchett (Product Manager, Finance Systems at Seat Geek) posted:Hi Automation Pros,Has anyone had any luck w/ using any of theCreate/Update Records in Bulk actions in the NetSuite Connector? I've tried a few times but have never go...

Slack Channel Automation

[Dec 4, 2020] Pranav Shahi (VP, Head of Business Systems from Atlassian) posted:Has anyone worked on automated department and manager specific slack channels created/updated using data from Workday? My team has done a pilot, and are mentioning that t...

Sending Graphs & Tables to Slack

[Dec 9, 2020] Joe Blanchett (Product Manager, Finance Systems at Seat Geek) posted:Hello Automation Pros,Has anyone found a way to deliver aesthetically pleasing graphs or charts via Slack? We have a few use cases for this, but most of all I’d like t...

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