Sales Genies | AI Agents for Sales and RevOps | Workato
Why Workato Genies?
Customizable and Extensible
Extend pre-packaged Genies or build your own tailored to your unique business and processes. Agent Studio's low-code/no-code, modular design lets you customize instantly and scale as your business evolves.
Deep Action™ to Get Work Done
Move beyond chatbots with Deep Action™, enabling Genies to execute complete business processes from start to finish by orchestrating multi-step workflows, handling exceptions and request approvals, and coordinating across systems to deliver results.
AI That Acts, Not Just Assists
Empower AI agents to autonomously execute multi-step business actions, manage logic and approvals, and collaborate with teammates or other agents driving measurable business outcomes, not just responses.
Always On, Always Proactive
Powered by Workato’s event-driven iPaaS, Genies don’t wait for prompts, they respond automatically to business triggers, schedules, and APIs. Deliver continuous productivity through AI that anticipates and acts.
Enterprise-Ready from Day One
Launch trusted, production-grade AI agents on Workato’s Enterprise MCP, powered by the #1 leading iPaaS. Scale securely across 14,000+ apps with certified compliance and 99.9% uptime.
Security You Can Trust
Protect every action with patented, real-time authorization via OAuth 2.0. Genies act on behalf of verified users, not shared service accounts, ensuring complete compliance, governance, and traceability.
Build Genies to fit your use case
Tailor Workato Genies to fit your exact business processes with Agent Studio — customizing Skills and workflows within pre-packaged Genies, or building entirely new Genies from scratch.
- Integrate with over 14K applications and 1,200 pre-built Workato application connectors
- Create Genie Skills that combine LLM reasoning with deterministic business actions, complex logic, approvals, and event-driven triggers
- Quickly adapt, update, and test Genies and Skills with our low-code/no-code agent builder
Solve high-value use cases for your Sales team
- Account Research
Generate complete Customer 360s by pulling data from your CRM, enrichment tools, support systems, and the web — so reps walk into every interaction fully prepared.
- Call Follow-Up
Automatically generate call summaries, personalized follow-up emails, next steps, and CRM updates immediately after every sales conversation, ensuring no deal momentum is lost.
- CRM Auto-Updates
Capture meeting insights, emails, next steps, and deal activity in real time, and sync updates directly into your CRM. Zero manual data entry required.
- Intelligent Prospecting
Identify high-fit accounts, personalize outreach at scale, and continuously optimize messaging based on engagement and conversion signals.
- And more
Any use case, any workflow. We’ve got you covered.
Reduce research time from hours to minutes
Increase personalization across all deals
Equip sellers with up-to-date account intelligence
Built to take action across your Sales stack
Connects to every system your team already relies on and thousands more.
Featured Genies for Sales
Rep Genie
CPQ Genie
Rep Genie
Rep Genie eliminates manual work from the sales cycle and delivers real-time, contextual, data-backed guidance directly within the sales workflow, helping teams close deals faster and more effectively.
- Spend less time on admin
- Get instant account intel
- Master every interaction