Customer Stories

Production results. Across every layer.

Showing 6 stories

Layer 01 · Foundation

Zero duplicate records. The integration finally works the way it should.

A fragile, undocumented Workday–Stripe integration was creating duplicate customer records and unreliable billing runs. We re-architected from scratch: unidirectional, modular, fully documented.

Layer 03 · Connected AI

4 hours back per rep per week. Post-meeting admin dropped to 60 seconds.

AEs were spending 2–3 hours a week on post-meeting admin across a fragmented tool stack. We built an AI copilot — a second brain trained on their sales motion — that drafts everything and never touches Salesforce without the rep confirming first.

WorkatoSalesforceSlackGong

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Layer 04 · AI Agents

20,000 hours recaptured. An AI agent that answers every question, instantly.

1,200+ internal support questions a month, with SMEs fielding the same ones repeatedly. We built a grounded, source-cited knowledge agent on Workato that deflects over half of all queries.

20k

Hours recaptured, yr 1

Layer 02 · Automation

74% of PO processing automated. Same-day orders, finally standard.

Hours of daily manual PDF-to-Salesforce validation, with business rules living in people's heads and no audit trail. We codified the logic, built a three-path routing engine, and shipped it to production.

WorkatoClaudeSalesforce CPQ

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Layer 02 · Automation

400+ hours of capacity recaptured. Issues surface in minutes.

Critical Order-to-Cash and Procure-to-Pay workflows were brittle and undocumented. We refactored the architecture and built universal error monitoring that makes every failure visible in minutes.

WorkatoSalesforceNetSuite

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Layer 03 · Connected AI

674 hours saved. Leadership stopped cleaning data and started using it.

Product Ops was spending 13 hours a week reconciling Salesforce, Zendesk, and two product-usage sources by hand. We built a Customer 360 pipeline on explicit, auditable account matching. Time-to-insight dropped from days to 12 hours.

WorkatoSalesforcePendo

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See yourself in one of these stories?

Most of our engagements start with a single working session to scope the highest-impact move. No deck. No proposal. Just a direct conversation about what's broken and what's possible.

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