Workato links your applications and data, runs AI agents inside your processes plus keeps every action under control. Lightning ERP implements it for supply chain and operations teams across Europe.
Control
Governance: access, approvals, audit, cost
Act
AI agents inside your processes
Connect
Integration and data across your systems
What Workato is
Workato is an enterprise platform for integration, automation and AI agents. It links the applications your teams already use, moves data between them and runs the business process around that data, from the first trigger to the final posting.
It runs as a cloud service, with a European data centre for companies whose data must stay in the EU. There is no integration server to install, patch or scale. Business and IT teams build on the same platform under the same rules.
One platform, three layers
Workato groups what it does into three layers. Each layer solves a different part of the problem.
Connect
INTEGRATION AND DATA
Recipes link cloud applications, databases, files plus systems inside your own network. Electronic data interchange with trading partners and API management run on the same platform.
Act
AI AGENTS AT WORK
Agents work inside your processes. They read a request, look up the facts, prepare the action and hand anything unusual to a person.
Control
GOVERNANCE
One place to govern every workflow and agent: who may use which system, which actions need an approval, what each run did plus what it cost.
The capabilities we build with most
Workflow automation
Recipes start on an event, apply your rules and update every system involved. A recipe built once is reused by every process that needs it.
Document reading
Orders, invoices, delivery notes plus supplier confirmations are read in any layout. The fields that matter are pulled out. Anything that looks wrong is flagged.
AI agents
Agents built in Workato's Agent Studio take on one defined task end to end. Prebuilt agents cover common business functions.
Human approval
Decisions that need judgement go to the right person in Microsoft Teams or Slack, with the full context attached. The flow waits for the answer.
Partner messages
Electronic orders, confirmations plus invoices exchanged with customers, suppliers and logistics partners. They run on the same platform as the rest of the automation.
Approved actions for agents
Agents call tested business actions, such as create a return or check a credit limit, instead of raw system access. Every call runs under the user's own permissions.
Workato offers more, including low-code apps, data orchestration plus master data management.
We start from your process, then choose the capability.
Security and control built into the platform
Workato is built for companies that are audited. What matters most to the owner of a business-critical system:
Encryption in transit and at rest, with keys issued per customer plus the option to bring your own.
Verified user access: an agent acts only under the permissions of the person it works for.
Regional data centres, the EU included, so your data stays in region.
Audit logs of every run, every configuration change plus every user action.
Role-based access that decides who can build, change or run each automation.
Human decision points for approvals, exceptions plus high-stakes actions.
Certified to SOC 1, SOC 2, SOC 3, ISO 27001, ISO 27701 plus ISO 42001, among others.
These are Workato platform capabilities. The current list is published in Workato's security overview.
Where Workato fits in your system landscape
Workato does not replace your core systems or the integration tools you already run. It works alongside them. It takes on the work that starts outside: emails, documents, portals, partner messages plus the cloud tools your teams have added.
Whatever runs your business stays the system of record, whether that is an ERP, a CRM, a warehouse system or a finance platform. Workato reads the work, checks it against your rules, then posts the result through that system's own interfaces.
Existing middleware stays where it earns its place. Workato adds the parts that need interpretation, judgement or a person's approval.
Where it pays back in supply chain and operations
The platform earns its keep where one message can change stock, cost and a delivery promise at the same time. Typical examples:
These are examples, not a menu. How we deliver them, step by step, is on our Workato automation page.
Why implement Workato with Lightning ERP
System of record first
Every flow is designed around the rules of the system it posts into: master data, permissions, retries plus audit. The automation adapts to your systems, never the other way round.
Supply chain depth
Our work sits in orders, deliveries, returns plus supplier paperwork, where most operational hours still go. We know how unforgiving that work is when it goes wrong.
One process first
We start with one contained process and a clear result. We also tell you when a process should be left alone.
