Case Study: Persefoni scales customer success and automates workflows with Workato

Persefoni supports 3x more customers with Workato

Persefoni, a leading sustainability management SaaS and AI platform, faced significant scaling challenges as its business expanded. Its lean IT team struggled with fragmented systems like Salesforce, NetSuite, and Jira, which created inefficient manual workflows and communication gaps across departments. To support its rapid growth without continuously adding headcount, Persefoni needed a more intelligent approach and turned to Workato for a solution.

Using Workato's automation platform and its agentic AI capability, Workato Genie, Persefoni built intelligent agents tailored to different departments. The first was a Customer Success Genie that provided fast, accurate responses, summarized Zoom calls, and automated routine workflows directly within Slack. This solution saved the Customer Success team 30-45 minutes per Zoom call and enabled them to support three times more customers while maintaining the same high level of service. Workato's technology has redefined operations across the entire company, turning manual workflows into intelligent, orchestrated experiences.

Persefoni