Business Requirements Document
Customer E.g. ABC Corp
Customer
Project Lead
Revision History
Version Date Changes Author
(MM/DD/YYYY)
1.0 01/01/2025 E.g. Initial Document E.g Bryan Yap
Requirements:
What business process/problem will this workflow solve?
Create a brief description of the workflow that provides an overview of the business
process/problem it will solve.
Example:
● Get new registrant data (email, first name, last name) from Eventbrite
○ Create a new lead in Salesforce if the registrant information (email) has not
been added as a lead in Salesforce
● Update the lead information (phone number) if the registrant information has been
added as a lead in Salesforce.
● Post a message on “marketing” Channel in Slack when a new registration happens
What is the expected deployment date for this workflow?
Example:
● 01 June 2020
215 Castro Street, Suite 300
Mountain View Ca, 94041
www.workato.com
What are the applications involved in this workflow?
The source and destination application(s) used in this workflow. This could be a cloud app, an
on-premise app or database, files, SFTP/FTP servers etc.
Example:
● Eventbrite, SalesForce, NetSuite etc.
When/how will this workflow execute?
You can choose to trigger the execution of the workflow based on events in your business app
(e.g. new opportunity created, contact updated etc.) or on a schedule using the native
scheduler app.
Example:
● Automatically based on an event:
○ When a new user registers for the event on Eventbrite
● Scheduled:
○ Run at 5PM everyday
How soon do you want this data synced/moved?
How time-sensitive is the business process to the availability of data? This will determine if
you want to process near real-time data, poll for new data or just fetch periodically.
Example:
● As soon as it happens: e.g. alerting on payment failures in Stripe
● Every 5-10 mins e.g. adding or updating lead information in Marketo
● At the end of day/week/month e.g. moving files from one BOX storage account to
another BOX storage account.
What data do you want to process?
This is important to know for defining any filters and conditions that must be applied to the
data that is fetched from the source.
Example:
● New or updated data
215 Castro Street, Suite 300
Mountain View Ca, 94041
www.workato.com
● Only data that meets criteria e.g. tickets updated after July 19th, 3PM
● Based on the output from a query
● Data in a file
What validation rules, data mappings, and business logic to
apply?
When taking actions (e.g. create invoice, log RingCentral call, create lead etc.) in a business
workflow or data syncing process, certain validation rules and/or business logic may be
required.
Example:
● Check for the presence of customer account in Salesforce when creating a case for a
customer
● When a call from a high-value customer is missed, immediately make a RingCentral
call to connect the customer with account manager; For non-high value customers,
send SMS to account manager with missed call transcript.
● Check that pricebook in Salesforce has an entry for the Product id; Send email to
admin for missing product IDs.
What exceptions may occur and what to do about it?
List possible exceptions that could occur in your business process and how you want to act
on them.
Example:
● Missing Product Id in Pricebook: Check that pricebook in Salesforce has an entry for
the Product id; Send email to admin for missing product ids
● Missing Customer Account: Check for the presence of customer account in Salesforce
when creating a case; create a JIRA ticket for missing customer information.
Workflow Diagram
A diagram that describes the flow of data from source to destination(s). It does not have to be
very detailed but should provide a high-level understanding of how data needs to travel
between systems.
215 Castro Street, Suite 300
Mountain View Ca, 94041
www.workato.com
Example:
215 Castro Street, Suite 300
Mountain View Ca, 94041
www.workato.com
