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Workday Elevate Berlin 2026: Meet Sana - Your New Digital Team Member

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Business professionals and existing Workday customers interested in AI-driven productivity tools and enhanced user experiences for enterprise software.

TL;DR

Workday introduces Sana, an AI-powered digital team member designed to revolutionize enterprise software interaction. Sana leverages natural language processing and integrates with various systems, including Workday, Outlook, and Salesforce, to streamline tasks like meeting preparation, expense reporting, and data updates, freeing up employee time.

Key Takeaways

In This Video

  1. 00:00Introduction to Max and Berlin

    Max is welcomed to Berlin, a city he loves. He discusses his new role leading all of Workday's product portfolio.

  2. 00:52The Hot New Thing: Sana

    Max shares that customers are now asking about Sana, a new AI product, rather than just user experience and automation.

  3. 01:25Transforming Enterprise Software UX

    User experience in enterprise software is changing. Sana aims to provide an AI assistant that understands context and business needs.

  4. 02:42Sana Demo: Workday Homepage

    A demo showcases the refreshed Workday homepage and interaction with a self-service agent, leading into the full Sana experience.

  5. 03:15Sana for Daily Tasks

    Sana uses natural language to summarize the day's schedule, prepare for meetings by pulling Workday data, and suggest actions like sending emails.

  6. 05:39Sana for International Teams

    Sana helps managers of international teams by providing context on local policies for holidays and benefits, without needing to dig through documentation.

  7. 06:34Sana's Integration Capabilities

    Sana connects to various enterprise systems beyond Workday, including Outlook and Salesforce, leveraging PipeDream's connector library for broad integration.

  8. 07:51Sana for Sales and Expenses

    Sana updates Salesforce with deal information and automates expense reporting by finding receipts, checking policy eligibility, and creating reports.

  9. 09:28Automating Workflows with Sana

    Sana can create automated workflows, like submitting expense reports and notifying finance teams, freeing up employee time from administrative tasks.

Questions & Answers

What is Workday Sana?
Sana is a new digital team member from Workday that uses AI to understand your context and business needs, simplifying interactions with enterprise software.
How does Sana improve user experience?
Sana moves beyond traditional form-based interfaces, allowing users to interact using natural language, similar to using ChatGPT, for a more intuitive experience.
Can Sana help with employee check-ins?
Yes, Sana can prepare managers for employee check-ins by pulling data on recent goals and feedback from Workday, facilitating more valuable conversations.
How does Sana handle international holiday requests?
Sana accesses Workday's context on employee location and local policies to answer questions about holiday calendars, leave policies, and benefits without managers needing to dig through documentation.
What systems can Sana connect to?
Sana connects to Workday and other enterprise systems like Outlook, calendars, SharePoint, and even Salesforce, thanks to the PipeDream acquisition.
Can Sana automate expense reports?
Yes, Sana can connect to your Outlook inbox, find receipts, check them against expense policies, and help submit reports, even automating this into a recurring workflow.

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Source

YouTube video. Original: https://www.youtube.com/watch?v=PZW4mGtZKsY
Transcript captured and processed by youtube-transcript.ai on 2026-07-08.