Workbot for Workplace is a customizable chatbot that integrates enterprise applications and workflows into Workplace from Meta. It allows employees to execute commands, receive notifications, and interact with critical business systems directly within Workplace. Workbot provides centralized access to CRMs, ERPs, HR tools, project management platforms, and IT systems, enhancing collaboration and automating repetitive processes. This streamlined integration enables organizations to increase productivity and reduce tool-switching for their teams.

Business use cases

Centralizing Notifications and Alerts

Frends can integrate Workbot for Workplace with business-critical systems like CRM, ERP, or IT monitoring tools to centralize notifications. For instance, when a new lead is registered in Salesforce or a priority ticket is created in ServiceNow, Frends can trigger Workbot to send real-time notifications to specified Workplace groups or team members. This ensures teams stay informed about important updates and can promptly react.

Streamlining Approval Workflows

By connecting Workbot with systems like SAP, Salesforce, or SharePoint through Frends, businesses can simplify their approval workflows. For example, when a purchase order or document requires approval, Frends can notify approvers via Workbot in Workplace. Teams can approve or reject requests directly in the chat interface, eliminating the need for email back-and-forth and speeding up decision-making.

Enhancing Customer Support Operations

Frends can integrate Workbot for Workplace with platforms like Zendesk, Freshdesk, or Intercom to turbocharge customer support workflows. For example, when a customer submits a support ticket, Frends can configure Workbot to notify a Workplace group. Team members can query ticket details, assign priority levels, or escalate cases to supervisors, all from within Workplace.

Managing Projects and Tasks

Workbot can be connected to project management tools like Asana, Jira, or Trello via Frends to streamline task management. For example, when a new task is created in Jira, Frends can notify the relevant team in Workplace with task details. Users can create, update, or assign tasks directly through commands in Workbot, improving collaboration and visibility.

Automating HR Workflows

Frends can integrate Workbot for Workplace with HR tools such as Workday, BambooHR, or SAP SuccessFactors. For instance, when a new employee joins, Frends can notify managers of onboarding tasks via Workbot, such as setting up accounts or scheduling training sessions. Additionally, routine processes like leave requests or approvals can be managed directly within Workplace.

Delivering Real-Time Analytics

Frends can connect Workbot with business intelligence (BI) tools like Tableau, Power BI, or Google Analytics to bring reporting directly into Workplace. For example, KPIs such as sales performance, website traffic, or uptime metrics can be automatically fetched by Frends and summarized in Workplace group chats. Teams can act on insights faster without logging into separate systems.

Orchestrating IT Operations

Workbot can integrate with IT management platforms like PagerDuty, Splunk, or Datadog using Frends to enhance incident resolution workflows. For example, when a critical error is detected in a monitoring tool, Frends can configure Workbot to post the incident details in an IT Workplace group. Teams can interact with Workbot to retrieve logs, assign tasks, or update ticket statuses directly from the Workplace interface.

Enabling Sales Team Updates

Frends can link Workbot for Workplace with CRM systems like Salesforce or HubSpot to automate sales updates. For instance, when a deal is closed or pipeline stages are updated, Frends can configure Workbot to notify the sales team in Workplace. Direct access to CRM data within Workplace ensures better team alignment and timely follow-ups.

Managing Multi-System Approvals

For enterprises navigating multi-platform processes, Frends can orchestrate approvals across platforms via Workbot. For instance, when a contract goes through multiple stages in systems like DocuSign or SharePoint, Workbot can notify stakeholders in Workplace for each approval requirement, ensuring the process moves forward efficiently.

Improving Incident Reporting for Field Teams

Frends can integrate Workbot with service or safety management tools to support field operations. For example, when field staff report incidents or complete service requests through a mobile app, Frends can notify relevant Workplace groups automatically via Workbot. This keeps operations teams informed and enables real-time collaboration.

Running Marketing Campaign Summaries

Frends can bring marketing insights into Workplace by integrating Workbot with platforms like HubSpot, Marketo, or Mailchimp. For instance, data on the performance of recent campaigns, such as email open rates or generated leads, can be fetched and shared by Workbot in a Workplace group. Marketing teams can analyze results and adjust campaigns efficiently.

Automating Subscription Notifications

By linking Workbot with subscription platforms like Stripe or Chargebee, Frends can streamline subscription workflows. For example, when a subscription is nearing renewal or payment issues arise, Workbot can notify the relevant sales or finance group in Workplace, ensuring such events are handled proactively.

Coordinating Incident Escalation

Frends can integrate Workbot with infrastructure monitoring platforms to automate escalations in Workplace. For example, Frends can trigger Workbot to notify senior management in Workplace when critical system failures occur, providing incident details and available resolution actions without delays.

Streamlining Event Management

Frends can integrate Workbot with event platforms like Eventbrite or Cvent to simplify event management workflows. For instance, attendee registrations collected in an external platform can be summarized and shared by Workbot in Workplace, keeping event coordinators updated. Post-event feedback tasks can also be triggered automatically via Workbot.