Sokko

Usa Workday Adaptive Planning con Sokko.

Conecta Workday Adaptive Planning y dile a Sokko qué hacer. Ejecuta las acciones que pides y reacciona a lo que ocurre, sin workflows ni código.
Funciona con más de 1.000 herramientas · Sin código
Acciones

Todo lo que Sokko puede hacer en Workday Adaptive Planning

Cada acción de Workday Adaptive Planning que Sokko puede ejecutar. Pídela en una frase y listo.

Create Account

Create one GL, Custom, or Assumption account or account group. This administrative mutation may create unpublished model changes; proceed_with_warnings can override provider safety warnings.

Create Users

Create 1 to 1000 Adaptive Planning users and return each user's creation status and immutable GUID. A password is required except for a Workday-connected instance with User Sync enabled that uses Workday SAML SSO. The operation is unavailable after Workday user synchronization.

Get Custom Report Values

Run a typed matrix report over explicit X, Y, and optional filter axes and return coordinates, cells, notes, and provider messages.

Delete or Replace Transactions

Irreversibly delete transactions matching any supplied date or transaction-type criterion, and optionally insert replacement rows in the same operation. A start date without an end date has no upper bound; an end date without a start date has no lower bound; transaction types without dates match all dates.

Erase Actuals

Irreversibly erase numeric actuals for every level in the selected account family and inclusive time range. This may also delete newly empty splits and, when requested, cell notes.

Erase Data

Irreversibly erase numeric plan or actuals data in an inclusive time range. Filters match only explicitly listed accounts and levels, not their descendants; Erase Data overrides access rules and level ownership.

Export Accounts

Return the complete Adaptive Planning account hierarchy and account metadata, optionally filtered by sheet and enriched with account attributes and inaccessible values. A version selector adds per-account importability metadata but does not filter the hierarchy.

Export Active Currencies

Return every currency configured in the Adaptive Planning instance.

Export Attributes

Return Adaptive Planning account, level, and dimension attributes and their recursive values, optionally restricted to selected attribute IDs.

Export Calendar

Return all Adaptive Planning calendars with their IDs, names, codes, and default status.

Export Configurable Model Data

Export typed, parsed CSV rows from a modeled sheet using either provider paging or the all-row streaming form.

Export Customer Logo

Return the URL Workday exposes for the Adaptive Planning instance's customer logo.

Export Planning Data

Export account values from one Adaptive Planning version for explicit account and time filters, returning parsed CSV rows and provider messages.

Export Dimension Families

Return the account and dimension sets associated with each Adaptive Planning sheet family.

Export Dimension Mapping

Return derived-dimension mapping targets and conditions for selected dimensions in a version, optionally filtered by keyword, level, or dimension values.

Export Dimensions

Return custom Adaptive Planning dimensions and optionally their hierarchical values, properties, and attribute mappings.

Export User Groups

Return every global and user-owned group defined in the Adaptive Planning instance.

Export Instances

Return the selected Adaptive Planning instance or every instance accessible to the connected user.

Export Levels

Return the accessible Adaptive Planning organization-level hierarchy, optionally filtered by version or sheet and enriched with groups, attributes, and inaccessible values.

Export Locales

Return every locale associated with the Adaptive Planning company.

Export Modeled Sheet

Return the structured definition of one modeled sheet by name, including v40 display-column account codes and configured model columns.

Export Permission Sets

Return every Adaptive Planning permission set and its assigned internal permission codes.

Export Security Audit

Return Adaptive Planning security events, optionally filtered by actor and UTC time range. Without a time range Workday returns the last 24 hours; the provider retains at most 30 days of audit data.

Export Sheet Definition

Return the structured definition of one modeled or cube sheet by internal ID, including configured columns, dimensions, values, accounts, levels, and time settings.

Export Sheets

Return all standard, modeled, and cube sheets in the Adaptive Planning instance with their IDs, names, descriptions, and prefixes or codes.

Export Time

Return Adaptive Planning calendar strata and periods, optionally scoped to a version, calendar hierarchy, leaf stratum, legacy fields, or all locale translations.

Export Transaction Definition

Return the configured Adaptive Planning transaction fields and allowed selector values needed to construct valid transaction imports.

Export Users

Return all users in the Adaptive Planning instance with identity, permission sets, profile, audit, lock, optional group, and subscription settings.

Export Versions

Return all Adaptive Planning versions and version folders visible to the connected user, optionally including scenarios and eligible currency versions.

Import Configurable Model Data

Append modeled-sheet rows, update rows matched by an import key, or update matching rows and insert new ones. This action does not run a replacement mode.

Import Cube Data

Update existing cube facts or insert new facts in APPEND mode without scoped replacement. Imported numeric zeroes still irreversibly erase their exact cube cells.

Import Dimension Mapping

Create or replace derived-dimension mapping criteria, or permanently delete criteria when delete=true. Derived values do not support virtual versions; duplicate conditions are rejected.

Import Groups

Create or update Workday/external user groups. REPLACE_ALL permanently replaces all imported groups in the instance; UPDATE changes only supplied groups. This cannot update groups created in Adaptive Planning.

Import Modeled Sheet

Create a modeled-sheet definition, including typed columns and API v39+ validation rules. This administrative, non-idempotent operation creates dimensions or level attributes referenced by the definition and requires Model permission.

Import Standard Data

Update existing standard-account facts or insert new facts in APPEND mode. This action does not delete unmatched facts.

Import Transactions

Insert new transaction rows without deleting existing transactions.

Publish Admin Changes

Permanently publish every pending administrative change in an admin-publishing-enabled instance. This affects all batched changes, cannot select individual changes, and requires Publish Admin Changes permission.

Recalculate Sheet

Recalculate Recalculate-on-Demand sheet data in a required version. Omitting sheet recalculates every on-demand sheet at the top level; a selected level includes its descendants.

Replace Configurable Model Data

Irreversibly delete and replace modeled-sheet rows. REPLACE_ALL deletes every existing row on all levels, REPLACE_SECURED_COORDINATES deletes and replaces rows at matching secured coordinates, and SCOPED_REPLACE deletes and replaces rows at input levels. Choose the replacement boundary explicitly before calling.

Replace Cube Data

Irreversibly delete all existing cube facts inside the complete supplied time, account, and level scope that are absent from the payload, then replace that scope with the supplied facts. INPUT and ALL scopes can delete substantially more data than the visible rows; verify every boundary before calling.

Replace Standard Data

Irreversibly delete unmatched standard-account facts inside an explicit time, account, and level scope, then replace that scope with the supplied facts. Requires the provider's replacement permissions.

Get Unpublished Changes Status

Read whether admin publishing is enabled and the number of unpublished changes without publishing them.

Update Access Rules

Upload an official .xls/.xlsx access-rules template as an administrator. update replaces every rule for each listed user/group; replaceAll permanently deletes all existing access rules before installing only the spreadsheet rules.

Update Account

Update one existing GL, Custom, or Assumption account. This administrative mutation may create unpublished model changes; attribute value ID 0 removes that assignment and proceed_with_warnings overrides provider safety warnings.

Update Accounts

Create or update GL accounts, recursive account hierarchies, and account-attribute mappings in one ordered bulk request.

Update Ownership Associations

Update level or custom-dimension ownership. Omitting users removes all owners from that value; replaceAll permanently deletes all existing ownership entries for the association type before saving the supplied entries. Unknown users are skipped by Workday.

Update Attributes

Create or update attributes and recursive attribute-value hierarchies in one ordered bulk request.

Update Dimensions

Create or update dimensions and recursive dimension-value hierarchies in one ordered bulk request.

Update Levels

Create or update levels and recursive organization hierarchies. Changing actuals ranges or re-parenting can cause Workday warnings and downstream compatibility changes. Setting delete_workflow_silently can delete workflow tasks, and setting delete_actuals_silently can delete actuals data.

Update Users

Update one or more Adaptive Planning users. If successful, Workday returns a message for each updated user. This action does not update passwords or access rules and does not function after user synchronization from Workday.
Conéctate

Añade Workday Adaptive Planning a tu Slack en dos minutos.

Sin flujos que configurar. Activa las herramientas que ya usas y tu agente se pone a trabajar.
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1

Añade Sokko a Slack

Un clic desde el marketplace de Slack. Todo tu equipo tiene Sokko de una vez.
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Conecta tus herramientas

Sokko funciona con más de 1000 apps y cualquier servidor MCP.
Martin
9:53 AM
@Sokko
¿Qué puedes hacer con Workday Adaptive Planning?
3

Pon a Sokko a trabajar

@menciona a Sokko en cualquier canal y arranca. Minutos, no un fin de semana.

Preguntas, respondidas.

Sokko es un asistente de IA que vive en tu Slack. Conecta tus apps, pide lo que necesitas en lenguaje natural y Sokko se encarga del trabajo por ti.

Composio supports this app with a custom OAuth client. Sokko's automatic connection flow does not configure that client yet. Check the provider's authentication documentation or a custom MCP route.

No. No hay nada que crear ni configurar. Le pides a Sokko en Slack igual que se lo pedirías a un colega, y Sokko se encarga del resto.

Sí. Pídelo una vez y dile a Sokko cuándo repetirlo, como cada lunes a las 9 h, y se convierte en una rutina que se ejecuta sin ti.

Leer y actuar sobre los datos de Workday Adaptive Planning, y lanzar workflows cuando algo cambia. Dile a Sokko el resultado que quieres y se encarga del resto.

Sí. Sokko se conecta a más de 1.000 apps y a cualquier servidor MCP, así que puedes pedir tareas que abarquen Workday Adaptive Planning y el resto de tu stack en una sola petición.

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