Examples: Automating Webex Insights & Research with Tonkean

Enterprises rely on Webex for seamless collaboration, but extracting actionable insights from the platform can be a complex, manual process. The Search Webex Agent template from Tonkean empowers operations professionals to automate research, reporting, and analysis across all Webex entities—such as Invitees, Meetings, Meeting Participants, Sites, and Templates—without the need for custom code or manual data wrangling.

Unlocking Centralized Webex Intelligence

With Tonkean's automation platform, operations teams can orchestrate workflows that automatically search, aggregate, and analyze data from Webex. For example, a legal or IT operations manager can:

• Instantly pull a list of all upcoming meetings across multiple Webex sites, including details on invitees and participants.
• Identify frequent meeting participants and analyze engagement trends to optimize resource allocation.
• Audit meeting templates in use across the organization to ensure compliance with internal policies.
• Generate reports on meeting attendance, duration, and outcomes, integrating data into tools like Google Sheets or Smartsheet for further analysis.

Seamless Integration with Your Enterprise Tech Stack

Tonkean's data source integrations enable the Search Webex Agent to connect Webex data with other enterprise systems. For instance:

• Automatically sync Webex meeting insights with your Salesforce CRM to enrich customer records with engagement data.
• Trigger notifications in Microsoft Teams or Slack when key meetings are scheduled or when participant thresholds are met.
• Route meeting data through approval cycles using Tonkean's approval cycles to ensure oversight and compliance.

Automated Research & Reporting for Operations Professionals

Operations teams in procurement, legal, or IT can leverage this template to:

• Monitor Webex usage across departments and sites, identifying underutilized licenses or potential security risks.
• Automate the collection of feedback from meeting participants post-session, using custom intake forms or surveys.
• Integrate Webex insights into broader process optimization initiatives, improving collaboration and reducing manual overhead.

Real-World Example: Legal Operations

A global legal operations team needs to ensure that all client meetings conducted via Webex are properly documented and compliant with regulatory requirements. Using the Search Webex Agent, the team can:

• Automatically retrieve and archive meeting records, including invitee lists and participation logs, into a secure Box or Dropbox folder.
• Cross-reference meeting data with contract management systems like Ironclad to ensure all required stakeholders are present.
• Generate compliance reports on-demand, reducing audit preparation time from days to minutes.

Why Tonkean for Webex Orchestration?

Tonkean's no-code approach allows operations professionals to build, customize, and deploy automated workflows that bring together Webex and the rest of your tech stack—without IT bottlenecks. With features like intelligent request classification, no-code process builder, and enterprise governance, Tonkean ensures your Webex data is actionable, secure, and always up to date.

Ready to orchestrate your Webex research and reporting? Get started with Tonkean today, or explore more use cases in our solutions library.