Examples: Automating Wrike Entity Research & Insights with Tonkean

Enterprise operations professionals in procurement, legal, and IT face a common challenge: efficiently researching and extracting actionable insights from complex project management platforms like Wrike. Manual processes for searching, aggregating, and reporting on Wrike entities—such as accounts, folders, and tasks—are not only time-consuming but also prone to human error. The Search Wrike Agent template from Tonkean is purpose-built to address these pain points by automating the research and insight-generation process across all Wrike entities.

Real-World Use Cases

• Procurement Teams: Instantly pull up all tasks related to vendor onboarding or contract renewals from Wrike, aggregate their statuses, and generate a summary report. This enables procurement professionals to proactively identify bottlenecks and ensure compliance deadlines are met. By leveraging Tonkean’s data source integrations, teams can combine Wrike data with information from Coupa, SAP Ariba, or other procurement systems for a holistic view.
• Legal Operations: Legal teams often need to audit project folders for matter management or compliance tracking. With the Search Wrike Agent, legal ops can automate the extraction of all tasks and documents within specific folders, flag overdue items, and route insights directly to the appropriate legal professionals. This is further enhanced by Tonkean’s intelligent request classification and people coordination features.
• IT Departments: IT operations can use the agent to monitor project health by searching across all Wrike accounts for open incidents, pending approvals, or infrastructure upgrade tasks. Automated insights help IT leaders prioritize resources and communicate status updates to stakeholders via integrated channels like Slack or Microsoft Teams, using Tonkean’s Slack intake and MS Teams intake connectors.

How Tonkean Orchestrates the Solution

The Search Wrike Agent template leverages Tonkean’s no-code process builder to create automated workflows that:

• Connect directly to Wrike via secure API integrations.
• Search and extract data from accounts, folders, and tasks based on customizable criteria.
• Aggregate and analyze data using Tonkean’s process optimization and AI-powered insights.
• Deliver actionable reports and insights to stakeholders via email, chat, or custom dashboards.
• Trigger follow-up actions, such as assigning tasks, sending reminders, or escalating issues, all orchestrated within Tonkean’s automation platform.

Integrating with Your Existing Tech Stack

Tonkean’s composable architecture ensures seamless integration with not only Wrike but also other enterprise systems. For example, you can:

• Combine Wrike task data with Salesforce opportunities for end-to-end project tracking.
• Sync Wrike folder insights with document management platforms like Box or Google Drive.
• Automate notifications and escalations using Tonkean’s employee self-service and custom portals.

Benefits for Enterprise Operations

• Time Savings: Eliminate manual research and reporting efforts, freeing up teams to focus on higher-value work.
• Improved Accuracy: Automated data extraction and analysis reduce the risk of oversight and human error.
• Enhanced Collaboration: Centralized insights foster better cross-functional communication and faster decision-making.
• Scalability: Easily adapt workflows as your organization grows or as Wrike structures evolve.

Learn More

Discover how Tonkean empowers operations teams to orchestrate and automate complex business processes across your entire tech stack. Explore more about Tonkean’s automation platform, see how ProcurementWorks and LegalWorks transform operations, or get started with a demo today.