What principles did my design process follow?

Effortless for all users alike

Effortless for all users alike

Pre-integrated with 1,200+ enterprise apps, genies are built for power and flexibility.

I designed the genie-building experience to be a guided journey where everything flows naturally, making it easy and enjoyable to create skills, approvals, and knowledge bases even for non-technical users.

Because the underlying technology is complex, I focused on making the experience feel simple and approachable. I prioritized explicit choices, everyday language, and visible logic, avoiding hidden states or technical jargon, so that both technical and non-technical users could confidently use the tools.

Take action on your behalf

Take action on your behalf

Genies intelligently suggest and execute actions from 750,000 enterprise skills in real time, leveraging custom data to ensure that users' needs are met 24/7.

I took a systematic approach to redefining how users interact with genie actions, solving challenges like runtime user connections, recipe verification, and balancing automation with human control.

Security and governance built for scale

Security and governance built for scale

Security and controlled access are critical for genies, as sensitive information must only be available to the right users.

I designed a scalable user access model that enforces group- and product-based permissions, preventing information leakage and extending governance across all Workato products.

Beyond user access, builders can also define how genies interact with one another. This means granting fine-grained control over which agents can call, observe, or delegate to others.

Integrate seamlessly with existing workflow

Integrate seamlessly with existing workflow

Genies are adaptable to chat UIs that users already likely interact with, such as Slack and Microsoft Teams.

I helped set guidelines for the chat experience, shaping prompts, messages, and copy to ensure minimal room for misinterpretation and errors.

How did I improve user experience?

🔒

Workato Agentic is a newly public feature. Current metrics are based on beta and internal testing only while we work on testing in exclusive edition. Stay tuned!

PRODUCTIVITY IMPROVEMENT

6x

Pre-built genies such as Sales Genie provide guidance and orchestrate the lead to close process, leading to higher productivity

PRODUCTIVITY IMPROVEMENT

6x

Pre-built genies such as Sales Genie provide guidance and orchestrate the lead to close process, leading to higher productivity

PRODUCTIVITY IMPROVEMENT

6x

Pre-built genies such as Sales Genie provide guidance and orchestrate the lead to close process, leading to higher productivity

REDUCE RESPONSE TIME BY

3x

REDUCE RESPONSE TIME BY

3x

REDUCE RESPONSE TIME BY

3x

AUTO RESOLUTION RATE

75%

AUTO RESOLUTION RATE

75%

AUTO RESOLUTION RATE

75%

What did I learn?

AI design flips traditional design practices

Borrowing a quote from the CEO of Linear (tweet 👉🏻),

"Only once there's proof that the idea can work consistently […] do they start designing the experience."

I designed with AI and all its progress, limitations, and delightful surprises that can occur everyday in mind. Rather than relying on the traditional design to handoff pipeline, I kept in close communication with UI and backend development teams, creating artifacts to communicate ideas along the way to stay agile.

Borrowing a quote from the CEO of Linear (tweet 👆🏻),

"Only once there's proof that the idea can work consistently […] do they start designing the experience."

I designed with AI and all its progress, limitations, and delightful surprises that can occur everyday in mind. Rather than relying on the traditional design to handoff pipeline, I kept in close communication with UI and backend development teams, creating artifacts to communicate ideas along the way to stay agile.

Balancing automation and trust

Users need to feel confident in what the AI is doing, when it’s taking action, and when it’s asking for input. I learned how to carefully design affordances that balance automation with human control, ensuring transparency while minimizing unnecessary friction.

Scaling design beyond a single product

I designed features that are not just for Agentic but instead need to become scalable across Workato’s entire platform in an effort to revamp the holistic user experience. I learned how to build for long-term adoption, ensuring that foundational design decisions today can support multiple products and evolving enterprise needs in the future.