Otera + Workday

Overview

Workday provides human capital management and financial management for organizations across industries, handling everything from payroll and benefits to expense management and procurement. The platform manages transactions and workflows, but teams still handle exceptions, approvals, and edge cases. When Otera connects to Workday, autonomous AI agents handle that decision layer and execute resolutions, enabling end-to-end processing for HR and finance operations.

How It Works

Otera works alongside Workday, extending HR and finance operations into autonomous, end-to-end processing.

• Monitor requests and transactions: Agents receive expense reports, time-off requests, procurement approvals, and exception alerts from Workday, identifying items that need decisions.
• Evaluate and approve: Otera assesses requests against policies, budgets, and approval thresholds to determine appropriate outcomes, handling the review work that typically requires manager attention.
• Complete transactions: Agents return decisions to Workday, approving requests, resolving exceptions, and triggering downstream processes to keep operations moving.
• Escalate policy questions: When requests involve policy ambiguity, budget concerns, or situations requiring human judgment, Otera routes them with context for informed decisions.