Workato Genies - Sales

The following genies automate sales operations processes, including quote generation, administrative work, and pipeline analysis.

Rep Genie

Automates sales workflows including call follow-up, CRM updates, call preparation, account planning, coaching insights, and daily digests for reps and managers.

CPQ Genie

Automates quote creation and contract amendments in Salesforce CPQ through guided workflows that enforce business rules and validation.