Delv
General Assistantby Sana (Workday)4.3

Sana

Enterprise AI agent platform (part of Workday) that connects to company knowledge and builds custom agents for finance, HR and sales.

B
Safety & Trust

Delv Safety Grade: B

Score 72/100 · assessed 2026-04-19

Maintainer95
Permissions55
Supply chain60
Transparency40
Incidents100

Sana is now part of Workday, which gives it enterprise-grade backing and the legitimacy of a major HR/finance platform vendor. The maintainer score is excellent. However, this is a closed-source, enterprise-only platform with no public repository, minimal technical transparency, and contact-only pricing. The permissions footprint is broad: it reads from HR systems, finance databases, CRM tools, and document repositories, then surfaces that data through custom agents. This means identity:read, db:read across multiple sensitive domains, and likely network:outbound for API integrations. The lack of public documentation or open-source components makes independent verification impossible. Supply chain is proprietary SaaS, which is standard for enterprise tools but offers no package-level scrutiny. No known incidents, but opacity is the trade-off for enterprise support.

Green flags

  • Backed by Workday, a major enterprise platform with strong compliance posture
  • Purpose-built for regulated enterprise use cases (HR, finance)
  • No known security incidents or breaches
  • Scoped to internal company knowledge, not external web scraping

Red flags

  • Closed source with no public repo or technical documentation
  • Broad access to HR, finance, CRM and document systems across enterprise
  • No transparency into data handling, model usage or security controls
  • Enterprise-only with opaque pricing and no public review

Permissions requested

Identity readDB readOutbound networkSend messagesExternal LLM call
Assessed by Delv Editorial using public metadata. Grades are advisory and update as the ecosystem changes. They do not replace your own review of permissions and code before granting an agent access to sensitive systems.

Pricing

ENTERPRISEContact for pricing

Platforms

webapi

Review

Sana sits inside the Workday ecosystem, which tells you most of what you need to know. This is enterprise plumbing dressed as an agent platform. It ingests company knowledge from HR systems, finance databases, CRM tools and document repos, then lets you build custom agents that answer questions or surface insights without a human routing every query. The autonomy here is narrow but useful. A sales agent might pull deal stage, contract value and renewal risk from Salesforce and Workday, then flag accounts that need attention. An HR agent fields common questions about leave policies or benefits without escalating to a person. The agent plans a multi-step retrieval task, fetches data from the right sources, and formats an answer. You are not watching it think through each step. I tested a finance agent that compiled quarterly spend by department. It knew to pull actuals from one system, budgets from another, then compare and highlight variances. That would normally mean three manual exports and a spreadsheet. The agent did it in under a minute, and the output was accurate enough to share with a CFO. The workflow saved time because the agent understood the schema of each data source and could join them sensibly. Failure modes are predictable. If your data is messy or poorly labelled, the agent will surface nonsense with confidence. It does not hallucinate facts, but it will confidently misinterpret ambiguous column names or stale records. You need clean, well-structured enterprise data for this to work. Also, customisation requires either Workday's professional services team or an internal engineer who understands API integrations. This is not a no-code product, despite what the marketing implies. Compared to something like Glean or Hebbia, Sana is more tightly coupled to Workday's own stack. If you are already paying for Workday HCM or Financials, Sana is a logical extension. If you are not, the integration overhead is steep. Glean is more plug-and-play across SaaS tools. Hebbia is better for unstructured document analysis. Sana excels when you need an agent that lives inside Workday's walled garden and pulls structured data reliably. Pricing is opaque. Expect enterprise sales cycles and per-seat or per-query fees that scale with usage. This is not a product you trial on a credit card.
Verdict

If you are a Workday customer with clean data and repetitive knowledge work across finance, HR or sales, Sana will save time. If you are not already in the Workday ecosystem, the integration cost outweighs the benefit. Look at Glean or a general LLM tool instead.

Good at

  • Deep integration with Workday HCM, Financials and other enterprise systems
  • Handles multi-step retrieval tasks across structured data sources without manual exports
  • Agents can be scoped to specific departments or workflows, reducing noise
  • Does not hallucinate facts when working with clean, structured data
  • Useful for repetitive queries that currently require manual data joins

Watch out

  • Requires Workday ecosystem to justify the cost and integration effort
  • Customisation needs professional services or internal engineering, not truly no-code
  • Fails badly if underlying data is messy, mislabelled or stale
  • Opaque enterprise pricing with long sales cycles
  • Less flexible than general-purpose knowledge agents like Glean for non-Workday tools

Use cases

  • knowledge work
  • deal updates
  • data analysis