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Let your agent look up Workday RaaS reports during customer and staff calls.

Workday RaaS connects your Workday reports to your AgentCalls phone agent. Connect your Workday account from the AgentCalls dashboard using a dedicated account with only the report access it needs. During a call, your agent can run a report you have approved, pull the latest record from a report, or retrieve W-2 records for a given tax year and company. Callers get answers from your own Workday data, and the agent only reads the reports you set up.

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What your agent can do with Workday RaaS

  • Run an approved RaaS report and read back the results during a call
  • Retrieve the latest stock grant record from your tenant-defined report
  • Look up W-2 records for a specific company and tax year
  • Filter report results with the prompts you configure, such as worker or period

Workday RaaS exposes 3 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Payroll question from an employee

  1. Caller

    Hi, this is Maria Lopez. Can you tell me my W-2 total for 2024?

  2. Agent

    Sure, Maria. For which company should I check, Lopez Dental Group or Lopez Staffing?

  3. Caller

    Lopez Dental Group.

  4. Agent

    Thanks. Your 2024 W-2 shows wages of 61,240 dollars. I can email a copy to the address on file if you need it.

Latest stock grant for a finance manager

  1. Caller

    Hello, I need the date of the most recent stock grant for Daniel Park.

  2. Agent

    Let me pull that from the approved stock grant report. One moment.

  3. Agent

    Daniel Park's latest grant was effective March 3, 2025, for 1,200 shares. Would you like me to send the grant summary to your finance team?

  4. Caller

    Yes, please send it to finance@parkconsulting.co.uk.

Scheduled report check for an operations lead

  1. Agent

    Good morning, Priya. This is your daily check-in from the operations desk. Would you like the headcount report for this week?

  2. Caller

    Yes, read me the totals for the Riyadh and Dubai offices.

  3. Agent

    Riyadh has 84 active workers and Dubai has 57. Both are up four from last week.

How to connect Workday RaaS

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Workday RaaS

    From Integrations in the dashboard, choose Workday RaaS and enter the connection details from your Workday RaaS account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Workday RaaS actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does it work during the call or after it?

Both. Your agent can run a report during a live call to answer a question, or run one after the call to follow up, for example to send a summary.

What do I need to connect Workday RaaS?

A Workday account with access to the reports you want the agent to use. We recommend a dedicated, least-privilege account. Sign in from the AgentCalls dashboard and choose which reports the agent can run.

Which plan includes this integration?

Workday RaaS is included from the Growth plan.

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Put your agent to work with Workday RaaS.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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