Read
Retrieve approved master data, transactions, and planning records.
Overview
Read HCM and financial data for planning and reporting.
- · Vendor-supported OAuth or scoped service credentials
- · Read and write access configured separately
- · Tool calls and outcomes recorded per run
Connector contract
Control what agents can do in Workday.
Exact authentication methods and available scopes depend on your Workday plan and deployment. Context keeps the connector configuration explicit.
Act
Prepare controlled entries or updates for the configured approval flow.
Verify
Record source transactions, proposed changes, and approvals.
Set up the connection
- 01
Authenticate
Connect Workday with an admin-approved OAuth flow or scoped credential supported by the vendor.
- 02
Choose scope
Select the accounts, workspaces, projects, or resources available to the runbook.
- 03
Map policy
Set read and write permissions, reviewer gates, and the identity used for each action.
- 04
Test a run
Verify one read, one permitted action, and the resulting audit record before rollout.
Agents that use Workday
Regulatory compliance
Filings & controls monitoring
Financial Services →Budget planning
Forecasts & allocation models
Public Sector →Grant management
Applications through closeout
Public Sector →Regulatory compliance
Audit-ready documentation
Public Sector →Compliance
Policy monitoring & audit prep
Business Operations →Resource planning
Capacity & allocation
Business Operations →
Connect Workday to Context.
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