Welcome to Automation Pro I............................................................................................................................. 1
Notes..........................................................................................................................................................................................................................1 Lab 1: Workato UI and projects........................................................................................................................... 2 Navigate Workato............................................................................................................................................................................................2 Create a training project............................................................................................................................................................................2 Lab 2 prep...............................................................................................................................................................3 Create your Customer Contact Info Google Sheet................................................................................................................. 4 Lab 2: Create your first recipe............................................................................................................................ 5 Start building your recipe.......................................................................................................................................................................... 5 Add an action in an app.............................................................................................................................................................................7 Make a connection.........................................................................................................................................................................................8 Recipe configuration.....................................................................................................................................................................................9 Check your results in Google Sheet.................................................................................................................................................. 10 Lab 3: Introduction to recipe design................................................................................................................. 11 Create a new recipe......................................................................................................................................................................................11 Configure trigger............................................................................................................................................................................................ 12 Setup Email by Workato............................................................................................................................................................................ 14 Start the recipe and check your results......................................................................................................................................... 17 Lab 4: Recipe information..................................................................................................................................18 Stop recipe and access More menu................................................................................................................................................ 18 Customize job report...................................................................................................................................................................................19 Repeat jobs....................................................................................................................................................................................................... 20 Welcome to Automation Pro I Hello, and welcome to Automation Pro I -- the first step on your automation journey!
This course, designed for learners who have little to zero experience in automation, has helped thousands of learners advance their skills and knowledge in automation.
In this course, you will be introduced to automation and guided through creating your first Workato automation recipe. And, by the end of the course, you will be prepared to take the Automation Pro I certification exam.
Notes We have designed labs to help you practice what you learn throughout this course. Each lab exercise will build on previous labs and lessons.
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workato.com | 1 Lab 1: Workato UI and projects
Navigate Workato Your Workato workspace is where your teams work together to automate business processes. On the left, you will see your menu bar. Next, you will see your assets and projects. In the lower right corner, you will see the Resource Hub menu button.
Create a training project
Once you have logged in to your account, under
PROJECTS click the plus (+) icon to add a new project.
workato.com | 2 You can also create projects by clicking the Create Project button.
Call this project Automation Pro Training.
Throughout Workato, any field marked with a
red asterisk is a required field and must be filled in.
Lab 2 prep
A Google account is required for Automation Pro I labs.
To complete the lab activities for this course, you will need access to a Google account. We recommend using sandbox instances of any applications you connect to during recipe design to avoid affecting production data.
If you are unable to receive sandbox access to a Google account through your organization, you can create one for free at the Google Account sign in page: https://accounts.google.com/signin.
workato.com | 3 Create your Customer Contact Info Google Sheet
In Google Drive, click the New button.
Choose Blank spreadsheet under Google Sheets.
Title your sheet Customer Contact List and add
headers to three columns:
● First Name ● Last Name ● Email Address
workato.com | 4 Lab 2: Create your first recipe
Start building your recipe
To begin building your recipe, navigate into the
training project you created earlier.
Click the Create button.
You will see three options by default: recipe,
connection, and folder. Depending on your account type, you may see more options.
For now, let’s click Recipe.
This will begin the recipe building process.
It’s a good practice to name your recipe in a way that makes it easy for you to find, based on what the recipe will accomplish.
Keeping that in mind, let’s name this recipe Add a
contact to Customer Contact List.
Do note that leaving a recipe name blank will result in the creation of a name that is based on the trigger and actions which comprise the recipe.
workato.com | 5 Next, choose the destination project where you want to store your recipe.
For this lab we are going to choose the project we’re
currently in: Automation Pro Training.
As we are using a scheduled trigger, let’s select the
starting point as Run on a schedule and click the Start building button.
You may be required to choose the time interval
between triggers. Let’s set our interval at 5 minutes for this lab.
In the Start after input field, you can specify the date and time to start the first trigger event. For this lab, however, we will leave this blank.
When this input field is left blank, the recipe will start once we run it.
workato.com | 6 If you do not see the Start after input field, click Show optional fields to reveal any hidden fields. This option is available for most applications.
Add an action in an app
Next, click the plus icon and choose Action in an app,
as our action will involve the application, Google Sheets.
Search for and select the Google Sheets application.
workato.com | 7 For Action, choose Add Row, which will allow us to add a row to a specific Google Sheet.
Make a connection
Next, let’s establish a connection to your Google
Sheets account.
To create a new connection, give the connection a
name, such as My Google Sheets account. Ensure the Authentication type is set to OAuth 2.0 and click Connect.
workato.com | 8 Then, input the username and password of your Google account to authenticate the connection.
If prompted to allow Workato access to Google
Sheets, click Allow.
Recipe configuration
Once connected, we will finish setting up our recipe.
For Google Drive, choose your drive from the
dropdown list.
For Spreadsheet, choose the Customer Contact List
spreadsheet we created during lab prep.
For Sheet, choose Sheet1.
workato.com | 9 All the fields that you can configure will then appear and all required fields in an action will be marked with a red asterisk, such as Columns.
While we typically recommend against
hardcoding values in Workato, for the purposes of this lab, we’re going to input Last Name, First Name, and Email Address so you can see the immediate results of your first lab.
Go ahead and use your own contact information.
Click Test Recipe and wait for a successful result.
Check your results in Google Sheet
Now, in your Google Sheet, let’s find out if the contact has been created.
In Sheet1, you will notice that a contact has been
created with the last and first name, as well as the email address, that you hardcoded.
And that’s it! You have created your first recipe!
We’ll build on this recipe as we learn more skills, so
keep your Workato workspace open in another tab.
workato.com | 10 Lab 3: Introduction to recipe design
Create a new recipe
Back in your training folder, you’ll notice the recipe you created earlier.
You can tell it’s a recipe because it is identified with a purple recipe icon. Connections are identified by a pink lightning bolt icon.
Let’s create a new recipe: click the Create button
then Recipe.
workato.com | 11 We’re going to name the recipe, Send an email when a non-business email is added to the Customer Contact List.
Set the location as Automation Pro Training.
Because this recipe will be initiated by something
happening in an app, let’s choose Trigger from an app as our starting point.
Click the Start building button.
Configure trigger We’re going to set our trigger application as Google Sheets.
We’re going to choose the trigger New/updated row
in sheet in My Drive but you will notice that two of the triggers have similar names.
We’re going to choose the trigger with the Real time
pill next to it to ensure Workato monitors the Customer Contact List in real time.
Choose the Google Sheets connection you created in
the previous lab.
workato.com | 12 During configuration, we won’t see the Google Drive field because our trigger specified that we are working in My Drive.
For Spreadsheet, choose the Customer Contact List
spreadsheet we created during lab prep and updated in our previous lab.
For Sheet, choose Sheet1.
We’ll see a new input field: Column to monitor. This
will allow us to choose any columns we’d like Workato to monitor for us.
For the purposes of this lab, let’s choose the Email
address column.
Some applications will allow you to set trigger
conditions through a toggle control.
For this lab, let’s set our trigger data to email by mapping the Email address datapill from Step 1.
You’ll find this datapill nested under the Columns object.
workato.com | 13 Next, set the condition to Contains and the value of @yahoo.com.
We’ll also add the OR condition to also check for the
value of @gmail.com.
You can add as many non-business emails to this
condition as you’d like by utilizing the OR condition.
Keep in mind: values are case sensitive and should be exact.
Setup Email by Workato
Now that we have our trigger configured, let’s add an action to send an email.
Now that we have our trigger configured, let’s add an
action to send an email.
workato.com | 14 Let’s search for email and choose Email by Workato as our app.
For the recipient, go ahead and use your email
address so you can see the immediate results of your lab.
If you get a prompt to autofill fields with
recommended datapills, just click Ignore all.
For Subject, type New non-business email address
in Customer Contact List.
We want this subject to stand out in our inbox so let’s
utilize a formula to apply formatting to it.
Toggle formula mode and encapsulate the subject
in quotations.
This will ensure the proper syntax is applied to the
entire string and our subject will render correctly.
At the end of the string, type .upcase to display the
email subject in All Caps.
workato.com | 15 For Message, we’re going to type out a sentence and fill in some variables using datapills.
We want our message to tell us which customer changed their email address and what the new email address is.
Type Customer and map the first and last name datapills to the message textbox.
Continue by typing has updated their email address to and map the email address datapill to the end of the sentence.
Save the recipe, then click Exit.
workato.com | 16 Start the recipe and check your results You will then be taken to the recipe information screen where you can then start the recipe.
Go ahead and start your recipe.
Now, in your Google Sheet, let’s change your email
address to a Yahoo or Gmail email address.
Save the update to your Google Sheet and open your email inbox to wait for your notification email.
workato.com | 17 In Workato, you can check for a successful job completion by going to the Jobs tab under recipe information.
Lab 4: Recipe information
We begin this lab in the recipe where we left off in our last recipe: reviewing the Jobs tab to see that our recipe completed successfully.
Stop recipe and access More menu
The job report is composed of completed jobs and is customizable through the More icon, or three dots, at the upper right corner of the job report.
Because the recipe is currently running, the More icon will not be available to you.
Click Stop recipe to reveal the More icon.
workato.com | 18 Click the More icon and then Customize job table.
Customize job report
Because Rahl wants a record of all changes to his Google Sheet, let’s create columns that match his sheet.
We will also map the appropriate datapill from Step 1 to each new column of the job report.
workato.com | 19 Click Apply changes to see your new job report.
Repeat jobs
You’ll notice you now have new columns, but they are empty. You’ll have to repeat your jobs to fill in your columns.
Toggle all jobs by clicking the All checkbox in the
upper left corner of the job report.
You’ll notice the grayed-out Repeat job button then
becomes available.
Click the Repeat job button to populate your
customized job report.
You can now export your customized job report and restart your recipe.
