โ
1. Platform Configuration & Architecture (You're on the Right Track)
Since you're already involving a Security Architect โ that's an excellent start.
Key security levers to lock down the platform:
a. Workspace Governance
Use separate Workato workspaces per environment (Dev, QA, Prod).
Restrict user access per workspace using role-based access (e.g., developer can only access Dev).
Enforce SCIM/SAML for identity federation and user lifecycle management.
b. Secrets & Credentials Management
Store credentials in Environment Properties or Connections with limited visibility.
Avoid hardcoding tokens or secrets in steps or log statements.
Use Vault integrations if possible (e.g., AWS Secrets Manager or HashiCorp Vault).
c. Audit Logging
Enable Recipe Lifecycle Logs and Job History retention.
Periodically export audit logs for compliance (via API or webhook).
Track changes in critical recipes and who made them.
d. Data Residency & Isolation
Use On-prem Agents or Private Agents if sensitive systems are involved.
Review whether PII or financial data is processed in recipes โ Workato may not be certified for all regulatory frameworks unless on Enterprise+ plans.
โ
2. Recipe Security & Best Practices
This is the area where security gaps often slip through โ especially as recipes are built rapidly by different team members.
a. Standardize Development Practices
Create a recipe template library: standardized patterns for error handling, logging, API call hygiene, etc.
Build modular callable recipes to separate logic and limit exposure.
b. Introduce Recipe Reviews
Adopt a peer review workflow before a recipe goes to production.
Use the โcommentsโ feature to document assumptions, tokens used, and external APIs called.
c. Implement Error & Exception Logging
Log errors to a central system (like Splunk, Datadog, or Snowflake).
Avoid leaking PII or secrets into logs.
d. Data Flow Documentation
Document which recipes touch sensitive data โ who can view/edit them, what endpoints they call, what systems they write to.
โ
3. Security Monitoring
Use external monitoring platforms (e.g., Dynatrace, Splunk) to track anomalies or failures across recipes.
Optionally build recipes that log metrics and usage into a security lake (Snowflake, etc.).
๐งฉ Bonus: Establish a Workato Center of Excellence (CoE)
Maintain an internal portal/an Excel sheet for:
Best practices
Approved connectors
Templates
Security policies
Enforce mandatory onboarding for new Workato users to cover security.
