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Day: August 20, 2025

Tracking Tasks in Workato: Optimizing Task Consumption Monitoring

Introduction

Workato is a powerful enterprise automation tool that enables seamless workflow automation across multiple SaaS applications. Within Workato, recipes act as automated workflows consisting of triggers and actions, facilitating smooth integrations between different applications.

Understanding Workato’s Pricing Model

Over the years, Workato has evolved its pricing structure from connection-based pricing to recipe-based pricing, and now to task consumption-based pricing. In this model, each step executed within a recipe is counted as a task. Organizations are charged based on the number of tasks executed, making it essential to monitor task usage efficiently.

The Need for Task Tracking

Monitoring task consumption is critical for businesses to:

  • Stay within their subscription limits.

  • Optimize workflows to reduce unnecessary tasks.

  • Plan task usage across different Workato environments (Development, Test, and Production).

Limitations of Built-in Monitoring

Workato provides a RecipeOps connector that monitors task usage at 10% intervals. However, this lacks the granularity required for in-depth tracking. Businesses require customized monitoring solutions to gain precise insights into task consumption.

Automated Task Tracking Workflow

To overcome these limitations, an automated workflow has been developed using undocumented Workato APIs to track tasks more effectively. The workflow follows these steps:

  1. User Authentication: A system/integration user with read-only permissions logs into Workato.

  2. Environment Access: The user is directed to the Development environment, with the ability to switch between Test and Production environments as needed.

  3. Dashboard Navigation: The workflow retrieves task data based on specific parameters:

    • Start Date

    • End Date

  4. Task Retrieval: The workflow fetches task consumption data for the chosen period in each environment, allowing detailed monitoring and analysis.

Key Benefits of Automated Task Tracking

  • Granular Monitoring: Allows businesses to track tasks based on custom-defined time periods.

  • Improved Decision-Making: Data-driven insights enable better task allocation and optimization.

  • Better Cost Management: Helps organizations adhere to their Workato subscription plans by preventing excessive task usage.

  • Flexible Environment Switching: Ensures seamless tracking across Development, Test, and Production environments.

Conclusion

By implementing an automated workflow for tracking tasks in Workato, organizations can gain deeper insights into their task consumption, optimize workflows, and ensure they remain within their subscription limits. This proactive approach enhances efficiency, reduces costs, and enables smarter automation management.

Zendesk SLA Breach Warning Automation: Enhancing Service Efficiency

Ensuring timely responses to customer inquiries is critical for maintaining service excellence. Service Level Agreements (SLAs) define the expected response times, and any breaches can impact customer satisfaction. To optimize SLA management, businesses can leverage automation to ensure timely ticket handling. This article explores how Workato automates Zendesk SLA breach warnings to enhance efficiency and adherence.

The Need for SLA Automation

Manual tracking of SLAs can be challenging, especially for organizations handling large ticket volumes. Key challenges include:

  • Delayed Responses: Agents may overlook new tickets, leading to SLA breaches.

  • Lack of Alerts: Without automated reminders, agents might miss critical deadlines.

  • Inefficient Manual Monitoring: Manually tracking each ticket is time-consuming and prone to errors.

Automating SLA Breach Warnings with Workato

Workato provides a seamless automation framework that integrates with Zendesk to track and manage SLA adherence. The automation workflow follows these steps:

  1. Ticket Identification: Workato searches for Zendesk tickets with Status = “New.”

  2. Filtering Tickets: The automation further filters tickets based on predefined forms (e.g., Finance Tickets).

  3. Applying SLA Warning Tags: If a ticket remains unattended for 20 minutes, it is automatically tagged with an “sla-warning.”

  4. Agent Notification: Agents receive automated email alerts for unattended tickets, including direct links to the pending tickets.

Key Benefits of SLA Automation

  • Increased Response Efficiency: Agents receive timely nudges, ensuring they address tickets within the SLA timeframe.

  • Improved Customer Satisfaction: Faster response times enhance customer experience.

  • Reduced SLA Breaches: Automated alerts prevent delays, ensuring adherence to service commitments.

  • Streamlined Workflows: Eliminates manual tracking, allowing support teams to focus on resolving issues.

Conclusion

The Zendesk SLA Breach Warning Automation provides a simple yet effective solution for maintaining SLA adherence. By leveraging Workato’s automation capabilities, businesses can ensure prompt ticket responses, reduce SLA breaches, and enhance overall service efficiency. Investing in automation not only improves response times but also strengthens customer trust and satisfaction.

Candidate Portal and Progress Tracking

Our platform offers a robust solution for managing and tracking the progress of candidates across various stages of their journey. It is designed to enhance the overall user experience for both candidates and administrators, ensuring smooth operations and transparent progress tracking throughout the process. The platform includes:

Register Candidates:
Candidates can easily create and manage their profiles, which capture essential personal and professional details. This ensures that each candidate is accurately represented in the system and provides a solid foundation for further interactions.

Assign Tasks and Assessments:
Based on a candidate’s profile and preferences, the platform automatically assigns relevant tasks, assessments, and milestones. These evaluations help gauge candidates’ skills, knowledge, and development needs, ensuring that they are prepared for their next steps.

Track and Complete Milestones:
Candidates’ progress is monitored as they complete various milestones. Each milestone comes with actionable tasks, deadlines, and progress indicators, helping candidates stay organized and meet their goals effectively.

Opportunities Based on Skills and Interests:
The platform offers personalized recommendations for further growth and development, based on the skills and interests identified through assessments and surveys. This ensures that candidates receive opportunities best suited to their needs.

User-Friendly Dashboard:
Both candidates and administrators have access to an intuitive dashboard to track progress. Candidates can view their ongoing tasks, completed milestones, and upcoming opportunities, while administrators can manage assignments and monitor overall progress.

Key Features and Benefits:

  • Customizable Assessments and Milestones: Flexible configurations tailored to the unique needs of individual candidates.

  • Real-Time Progress Tracking: Candidates and administrators can track progress, manage deadlines, and ensure the timely completion of tasks.

  • Skill-Based Opportunity Recommendations: Candidates are matched with opportunities aligned with their skills and interests, helping them grow and advance in their chosen field.

  • Comprehensive Data Collection: Surveys and assessments provide valuable insights into candidates’ performance and preferences.

  • Real-Time Chat Module: A built-in chat feature allows candidates to communicate live with peers, mentors, or administrators, promoting collaboration and support.

This platform is designed to be adaptable for a wide range of use cases, including professional development, educational assessments, and career advancement, helping candidates navigate their journey with ease.

Messaging System Migration for a Leading Financial Services Provider –...

We were engaged by a prominent financial services provider to assist with a critical migration project for their mobile banking application. The goal was to transition from the legacy Tibco EMS messaging system to RabbitMQ, a more efficient and scalable messaging platform. RabbitMQ offers enhanced performance, flexibility, and reliability, making it an ideal solution for modern applications. By switching to RabbitMQ, the financial services provider aimed to streamline their messaging architecture, improve system scalability, and future-proof their infrastructure for greater efficiency and integration with other modern technologies.

Use Case: Tibco EMS to RabbitMQ Migration

Our team was tasked with migrating the existing messaging infrastructure to RabbitMQ, a highly scalable and flexible messaging solution. This involved several key actions:

  • Migration from Tibco EMS to RabbitMQ: We updated .NET console applications (listeners) by removing the dependency on Tibco EMS and integrating RabbitMQ instead.
  • Enhancing the Custom Messaging NuGet Package: While the initial version of the messaging package was developed by the client, our team significantly improved its capabilities. The package, which supports multiple messaging frameworks (including RabbitMQ, Azure Service Bus, and Kafka), underwent rigorous large-scale testing to ensure robustness and reliability.
  • Updating Internal NuGet Packages: We upgraded internal NuGet packages to ensure they were compatible with the new messaging system, maintaining smooth integration across the platform.
  • System Architecture Improvement: By decoupling the messaging system from the listeners, we designed a more modular and maintainable architecture. This also allowed for future-proofing the system with minimal impact when adopting new technologies.

Key Features and Benefits:

  • Seamless Migration: Migrated from Tibco EMS to RabbitMQ with minimal disruption to operations, ensuring a smooth transition.
  • Enhanced NuGet Package: Significantly enhanced the custom messaging NuGet package to support multiple messaging systems, making it adaptable for future changes.
  • Modular Architecture: Improved system architecture by decoupling the messaging service from the listeners, which increased flexibility for future updates and changes.
  • Scalable Framework: Created a scalable messaging system that can easily be adapted to other messaging services in the future without requiring changes to the core infrastructure.
  • Large-Scale Testing: Performed extensive testing of the updated messaging package to ensure it could handle large-scale transactions with high reliability and performance.
  • Updated Internal Packages: Ensured internal NuGet packages were modernized and compatible with the new messaging system, maintaining consistency across the platform.

Empowering End-to-End Secure API Business Processes with Our Agriculture ERP...

Our Agriculture ERP application is specifically designed to address the unique challenges faced by the agriculture industry. This comprehensive solution helps manage and optimize business operations, ensuring seamless integration across all agricultural processes. With its specialized features, the platform enhances operational efficiency and supports sustainable growth for agricultural enterprises.

Key Features of the Agriculture ERP System:

Farm Leasing and Onboarding:

  • Simplifies leasing arrangements with farmers.
  • Streamlines the onboarding process, including eligibility checks for benefits and credit.

Seed Distribution and Cultivation Support:

  • Tracks the distribution of seeds.
  • Monitors each stage of cultivation from planting to harvest.

Critical Harvesting and Transport Management:

  • Harvested crops must be transported to the processing facility within strict timelines to ensure quality and freshness.
  • Trucks are equipped with GPS trackers, and the system provides real-time tracking of their location and progress.

Human Resource Management (HRMS):

Integrated HRMS module to efficiently manage employee wages and payroll processing.

Key Benefits:

  • End-to-End Process Management: Manages the entire agricultural production lifecycle, ensuring smooth operations across all stages.

  • Real-Time Data Access: Offers instant access to operational data for better decision-making.

  • Compliance & Traceability: Tracks every step of the process, ensuring compliance with industry standards and regulatory requirements.

  • Scalability: Flexible architecture to accommodate growing business needs.

  • User-Friendly Interface: Intuitive design simplifies complex workflows.

  • Multi-Device Accessibility: Accessible from both desktop and mobile devices for on-the-go monitoring.

Our Agriculture ERP system is designed to streamline agricultural operations, improve efficiency, and foster sustainable growth. It seamlessly integrates all aspects of the agriculture business into one cohesive platform, empowering you to make informed decisions and achieve business success.