Course Code: wbto
Duration: 16 hours
Prerequisites:

Audience: New users with little to no experience in Workato or integration tools

Course Outline:

Module 1: Introduction to Workato

What is Workato?
Key Concepts: Integration, Automation, Recipes, Triggers, and Actions
Use Cases Across Different Industries
Workato vs. Other Automation Tools
Workato Terminology

Module 2: Workato Platform Walkthrough
Navigating the Workato Dashboard
Overview of Community Recipes
Settings & Account Configuration
Introduction to Connectors (e.g., Slack, Gmail, Salesforce, etc.)

Module 3: Building Your First Recipe
Understanding Triggers and Actions
Step-by-step: Creating a Simple Recipe
Example: When a new row is added to Google Sheets, send a Slack message
Testing and Troubleshooting Recipes
Recipe Lifecycle: Start, Stop, Monitor

Module 4: Common Recipe Patterns
Data Mapping & Transformation

Working with Lists & Loops
Conditional Logic (If/Else)
Error Handling Basics

Module 5: Connections and Authentication
Setting Up App Connections
OAuth vs API Key vs Username/Password
Connection Best Practices

Module 6: Hands-On Lab / Exercises
Exercise 1: Simple App-to-App Automation (e.g., Gmail → Google Sheets)
Exercise 2: Conditional Workflow (e.g., New form response → Add contact IF criteria met)
Exercise 3: Troubleshoot and Fix a Broken Recipe

Module 7: Monitoring and Maintenance
Monitoring Jobs
Job Reports and Logs
Debugging Common Issues
Version Control and Change Management

Module 8: Q&A and Next Steps
Recap of Key Concepts
Where to Learn More (Workato Docs, Community, Support)
Introduction to Intermediate Topics (APIs, Custom Connectors, Workato CLI)