Workday Sana is an AI agent interface that searches and acts across Workday and apps like SharePoint, Slack and Salesforce, inside Workday's security model, metered via Flex Credits.
Additional connectors from sana.ai support guides and tiers article. Team tier: 10k documents per integration.
Limitations
SharePoint integration retrieval-only (cannot write back), site items not supported; Free tier 5 members, 10 meetings and 20 chat messages/user/month; Team tier max 50 members and 10k documents per integration; non-ZDR models (e.g. vision) disabled when ZDR enforced
Tier limits from tiers article; ZDR from enforce-zero-data-retention article.
Fit and decision conditions
Prerequisites
For centralized SharePoint: Team or Enterprise tier, custom OAuth app, Entra service account with Directory Reader role and site access, admin consent; Workday customers buy Flex Credits
Quote: charges for 'the work AI completes on your behalf, not the number of employees'. Example rates: retrieval 1 credit/action, autonomous task 5 credits/action. Tiers from https://support.sana.ai/en/articles/157324-sana-agents-free-team-civic-and-enterprise-tiers.
Quote: 'Sana never uses your data to train any underlying language models.' Enterprise admins can 'Enforce third-party zero data retention' (https://support.sana.ai/en/articles/275578-enforce-zero-data-retention).
Certificates and audit reports
ISO/IEC 27001-certified ISMS (issuer not named); 'adheres to the SOC 2 standards' (no report type or auditor named)
Statement is for Sana (sana.ai); Workday product page names no certifications. Not third-party verified; GDPR is a law.
Additional data conditions
Subprocessors and underlying models
Models: OpenAI and Claude (Anthropic) on Team/Civic; additional LLMs on Enterprise; sub-processors not named (critical ones must hold ISO 27001 and SOC 2 Type 2); Google Cloud Backup/DR infrastructure mentioned; bring-your-own-model not stated
Processor information follows the security article; confirm the contractual list.
Retention and deletion
Deletion on request under GDPR data subject rights; backups anonymised within 30 calendar days and stored indefinitely; optional enforced third-party zero data retention (Enterprise)
Free up to 5 members, Team up to 50 members, Enterprise with SSO/SCIM and SLA; Civic tier for public sector, education and non-profits; Workday complimentary credits sized by company size
Yes for SharePoint centralized integration: quote 'This centralized integration reflects the same access permissions found in Microsoft SharePoint within Sana Agents.' Workday: 'Sana runs inside your existing Workday security, permissions, and audit framework.'
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