Sana – Overview (Workday Integration)¶
Sana Core¶
Workday-only edition of Sana Enterprise for HR and finance tasks, running solely on Workday data.
Included capabilities: - Read and write actions in Workday through the Self-Service Agent - Agentic chat with user history and citations - Automated workflows that orchestrate HCM and FIN multi-step processes - Enterprise search across Workday
Licensing: Automatically included when customer signs the Workday Flex Credits & Platform Entitlement Policy.
Sana Enterprise¶
Unified front door for any business task using AI, connecting HR, finance, IT, collaboration tools, and all integrated systems.
Included capabilities: - Read and write actions across core business systems - Agentic chat with user history and citations - Automated workflows across the enterprise tech stack - Enterprise search across the full business suite - Deep integrations to essential third-party systems - Unified governance, permissions, and audit logs
Licensing: Additional SKU (not included with Flex Credits policy).
Sana Capabilities Framework¶
| Capability | Description |
|---|---|
| Find | Instant access to company knowledge |
| Act | Take actions across applications and tools |
| Build | Generate ready docs, analyses, and dashboards |
| Automate | Run complex workflows automatically |
Sana Integration Categories (Enterprise)¶
Engineering, Collaboration, Documents, Business, Support
Example third-party connectors: GitHub, Jira, Slack, Gmail, Outlook, Teams, Google Drive, Figma, Box, Dropbox, Salesforce, ServiceNow, Confluence, Notion, Asana, Zendesk, Workday
Enabling Sana + Self-Service Agent¶
- Sign the Flex Credit Policy
- Workday sends Security Administrator an in-Workday task
- Complete the single enablement flow for both Self-Service Agent and Sana
Reference: Sana Core for Workday Release Note on Workday Community