22 ferramentas de automação com IA selecionadas para 2026

Screendragon is an enterprise work management platform that uses AI agents and no-code workflow automation to orchestrate creative and marketing operations, including approvals, resource management, and project execution.

Who Is Screendragon Best For?

Screendragon is a strong fit for enterprise marketing teams and creative agencies managing high-volume, multi-stakeholder workflows across departments or global business units.

Why I Picked Screendragon

Screendragon earns its spot on my shortlist because of how deeply AI is woven into the creative production process. I particularly like the AI Hub, which lets my team deploy governance-controlled AI agents directly inside live marketing workflows. In practice, that means brief generation, compliance reviews, and brand-aligned copy localization all happen automatically, without anyone chasing approvals or formatting documents manually.

Screendragon Key Features

• No-code workflow builder: Create and customize multi-step marketing workflows without writing any code.
• Dynamic forms: Build custom intake forms that trigger automated routing and approvals.
• Integrated resource management: Allocate, schedule, and balance teams across complex creative projects.
• Granular permissions and governance: Set detailed user access controls to secure data and workflows across regions or departments.

Screendragon Integrations

Screendragon offers native integrations with HubSpot, Microsoft Power BI, Ziflow, Brandfolder, Workato, and Smartsheet. An API is available for custom integrations.

Celigo is an AI-powered automation platform built for teams that need to connect disconnected systems and reduce manual work across complex business processes. It helps IT, operations, and business teams automate workflows, sync data across cloud and on-premise apps, and manage integrations at scale. Its strength lies in combining low-code integration tools with AI-assisted automation for more efficient cross-system orchestration.

Who Is Celigo Best For?

Celigo is a good fit for IT teams and operations leaders at mid-sized to large businesses that need to automate and connect multiple business applications.

Why I Picked Celigo

I picked Celigo because it gives your team the tools to orchestrate AI-driven workflows across multiple business systems from one platform. You can use its prebuilt connectors and low-code builder to connect apps like Salesforce, NetSuite, and Shopify without starting from scratch. I also like that Celigo supports AI agents and workflow automation, which helps you reduce manual steps and keep data moving between systems. This makes it a good fit if your team needs to manage complex processes across a growing software stack.

Celigo Key Features

Some other features in Celigo support teams managing AI-driven automation across connected business systems:

• AI-guided integration builder: Uses AI-driven suggestions to help your team build and customize integrations more efficiently
• Error management dashboard: Gives you a central place to monitor, diagnose, and resolve integration issues
• Role-based access controls: Lets you set user permissions to manage integrations securely across teams
• Audit logs: Tracks workflow activity and system changes for better visibility and troubleshooting

Celigo Integrations

Integrations include NetSuite, Salesforce, Shopify, SAP, Snowflake, HubSpot, Jira, Slack, QuickBooks, and Google Sheets.

If your team already relies on Microsoft 365, Microsoft Planner offers a way to automate task management directly within your existing workflows. It’s designed for organizations that want to connect project planning, file sharing, and communication across Outlook, Teams, and OneDrive. Planner’s integration with Microsoft Copilot brings AI-powered task suggestions and automated updates to help teams keep projects on track.

Why I Picked Microsoft Planner

Because Microsoft Planner is built into the Microsoft 365 ecosystem, it’s a natural fit for teams that want to automate project tasks without leaving their familiar tools. 

Its integration with Microsoft Copilot means you can use AI to generate task lists, assign work, and receive automated project updates right inside Teams or Outlook. I appreciate how Planner automatically syncs with other Microsoft 365 apps, so files, conversations, and deadlines stay connected across your workspace. For organizations already using Microsoft 365, Planner’s AI-driven automation features help centralize and simplify project management.

Features

Some other features that make Microsoft Planner useful for automation and project tracking include:

• Task Buckets: Organize tasks into customizable columns for different project stages or categories.
• Due Date Reminders: Automatically send notifications to team members as deadlines approach.
• Progress Tracking: Visualize task status with built-in charts and dashboards.
• Attachment Support: Add files and documents directly to tasks for easy reference.

Integrations

Integrations include Microsoft Teams, Outlook, OneDrive, SharePoint, Microsoft To Do, Microsoft Loop, Viva Goals, Power Automate, Microsoft Project, and Excel.

Airtable stands out for teams that need to automate workflows built on complex, relational data. It’s a strong fit for product managers, marketing teams, and operations leads who want to connect databases, trigger actions, and manage projects in a highly customizable environment. Airtable’s automation features let you build logic-driven workflows that update records, send notifications, and integrate with other tools—all from a flexible database interface.

Why I Picked Airtable

What sets Airtable apart is its database-driven approach to project tracking, which is especially valuable for teams managing complex, interconnected data. You can design custom tables with linked records, then use built-in automation to trigger actions like updating fields, sending notifications, or creating tasks based on changes in your data.

I appreciate how Airtable’s automation builder lets you set up multi-step workflows that respond to specific conditions within your database. For project managers who need granular control over data and workflow automation, Airtable offers a flexible and scalable solution.

Features

Some other features that make Airtable useful for automation and project management include:

• Interface Designer: Build custom dashboards and visual interfaces for your data without coding.
• AI Field Type: Add AI-powered fields to generate summaries, categorize data, or extract insights directly in your tables.
• Sync: Automatically sync data between different Airtable bases or with external sources.
• Revision History: Track changes to records and revert to previous versions when needed.

Integrations

Integrations include Google Drive, Salesforce, Slack, Jira, Zendesk, Box, Dropbox, GitHub, Gmail, and ChatGPT.

Trello brings AI-powered automation to kanban-style project boards, making it a fit for teams that want visual task management with minimal setup. It’s especially useful for marketing, product, and operations teams that need to automate repetitive card actions and keep workflows moving. With built-in automation for card sorting, due date reminders, and rule-based triggers, Trello helps teams manage projects without manual board updates.

Why I Picked Trello

For teams that rely on kanban-style project boards, Trello stands out by embedding automation directly into its visual workflow. Its built-in automation tool, Butler, lets you set up rules that move cards, assign tasks, or send reminders based on board activity. I like that you can automate recurring actions, such as sorting cards by due date or tagging items when they reach certain columns. These features make Trello a strong choice for anyone looking to add AI-driven automation to a kanban board without extra complexity.

Features

Some other features in Trello that support automation and project management include:

• Custom Card Templates: Create reusable templates for common task types or workflows.
• Calendar Power-Up: Visualize cards with due dates on a calendar view for better scheduling.
• Advanced Checklists: Add checklists with assignable items and due dates to individual cards.
• Card Aging Automation: Automatically highlight or fade cards that haven’t been updated in a set period.

Integrations

Integrations include Slack, Jira, Miro, GitLab, Dropbox, Evernote, Pipedrive, Egnyte, Testmo, and Pastel.

If your team manages projects for clients and needs automation built for transparency, Teamwork.com is worth a look. Agencies and service providers use it to automate client communications, approvals, and billing while keeping project data accessible to both internal and external stakeholders. Its client-facing features and workflow automation help teams reduce manual updates and keep clients in the loop without extra effort.

Why I Picked Teamwork.com

Unlike many project management platforms, Teamwork.com is designed with client collaboration and visibility at its core. I picked it because its automation features—like automated client status updates and approval workflows—help agencies and service teams keep clients informed without manual follow-up. 

The platform also supports automated billing and time tracking, so you can connect project progress directly to client invoices. These features make Teamwork.com a strong choice for teams that need to automate both internal processes and client-facing interactions.

Features

Some other features that make Teamwork.com useful for project teams include:

• Task Automation Triggers: Set up rules to automatically assign, update, or move tasks based on project activity.
• Project Templates: Create and reuse project templates to automate the setup of recurring client projects.
• Workload Planner: Visualize and balance team capacity with drag-and-drop workload planning.
• Integrated Chat: Communicate with team members and clients directly within the platform using built-in chat.

Integrations

Integrations include Slack, Microsoft Office, Harvest, Xero, HubSpot, Google Drive, Dropbox, QuickBooks, ChatGPT, and Stripe.

Jira is purpose-built for teams managing agile projects and sprint cycles, especially in software development and IT. It appeals to project managers and scrum masters who need automation for backlog grooming, sprint planning, and tracking work across distributed teams. With built-in AI features for issue triage and workflow automation, Jira helps teams prioritize tasks and keep projects moving without manual intervention.

Why I Picked Jira

When it comes to agile sprint planning, Jira offers automation features that directly support fast-moving development teams. Its AI-powered issue triage helps prioritize and assign tasks based on urgency and workload, which is essential for keeping sprints on track. I appreciate how Jira’s automation rules can update statuses, trigger notifications, and move issues between boards without manual input. 

These capabilities make Jira a strong choice for teams that want to automate repetitive sprint management tasks and focus on delivering value.

Features

Some other features in Jira that support automation and agile workflows include:

• Custom Workflow Designer: Build and modify workflows with drag-and-drop tools to match your team’s processes.
• Advanced Roadmaps: Visualize project timelines, dependencies, and resource allocation across multiple teams.
• Bulk Issue Actions: Update, transition, or assign multiple issues at once using batch operations.
• Automation Template Library: Access pre-built automation templates for common agile and project management scenarios.

Integrations

Integrations include Slack, Microsoft Teams, Google Drive, Figma, Zoom, GitHub, Salesforce, Miro, QMetry, and Google Docs.

ClickUp brings together tasks, docs, goals, and automation in a single workspace, making it a strong fit for teams looking to consolidate their tools. Operations leads and project managers can use ClickUp to automate repetitive processes, centralize project communication, and manage everything from sprints to documentation. Its flexible structure and built-in AI features help teams reduce context switching and keep all work in one place.

Why I Picked ClickUp

For teams aiming to bring all their work into one place, ClickUp stands out with its all-in-one workspace consolidation. The platform combines task management, document collaboration, and AI-powered automation within a single environment, so you don’t have to juggle multiple tools. 

I like that ClickUp’s AI features can generate summaries, automate routine updates, and assist with content creation directly inside your workflows. This unified approach helps project managers and operations leads keep everything organized and automate processes without leaving the platform.

Features

Some other features in ClickUp that support automation and workspace management include:

• Custom Automations Builder: Set up multi-step automations using triggers, conditions, and actions tailored to your workflows.
• Whiteboards: Visualize ideas, map out processes, and connect whiteboard elements directly to tasks.
• Goal Tracking: Set, track, and update progress on goals with automated status updates.
• Workload View: Monitor team capacity and task allocation with a visual workload dashboard.

Integrations

Integrations include Slack, GitHub, GitLab, HubSpot, Google Drive, Outlook, Figma, Zoom, Microsoft Teams, and Dropbox.

Notion brings together note-taking, project management, and AI-powered automation in a single workspace. It’s especially useful for product teams, content creators, and startups that want to connect meeting notes, tasks, and documentation with AI features like auto-summarization and smart task suggestions. Notion’s flexible databases and AI blocks help teams automate routine work while keeping everything organized in one place.

Why I Picked Notion

Notion stands out for teams that want to combine notes, project tasks, and AI automation in a single workspace. Its AI blocks let you generate summaries, draft content, and automate repetitive documentation tasks directly within your notes and project boards. 

I like how you can link databases so that meeting notes, tasks, and project timelines all update together, making it easier to keep information connected and actionable. For teams looking to automate knowledge management and task tracking without switching between tools, Notion offers a unified and flexible solution.

Features

Some other features that make Notion valuable for automation and project management include:

• Custom Templates: Create and reuse templates for recurring project workflows or documentation.
• API Access: Connect Notion to other tools and automate data flows using its public API.
• Permissions and Sharing: Set granular access controls for pages, databases, and workspaces.
• Version History: Review and restore previous versions of any page or database.

Integrations

Integrations include Slack, Jira, GitHub, Asana, Google Drive, Figma, Trello, GitLab, Typeform, and Webex.

Asana offers a platform built for flexible workflow automation and detailed process customization, with AI features that help teams run those workflows with less manual oversight. Project managers and cross-functional teams use it to automate task assignments, approvals, and status updates, while Asana AI can draft project status updates and summarize work so it’s easier to spot blockers and next steps. Its rule-based automation reduces manual coordination and keeps complex projects moving forward.

Why I Picked Asana

I chose Asana for its strong focus on workflow customization, which is essential for teams looking to automate unique processes—and its growing layer of AI assistance that turns project activity into clear, actionable updates. Asana’s rule builder lets you set up automated triggers for task assignments, status changes, and notifications based on project needs.

I also like that Asana AI can generate smart status updates and surface key changes through summaries, which helps reduce the time spent chasing updates across stakeholders. Combined with custom templates and multi-step workflow automation, these capabilities help teams reduce manual work and keep projects aligned with their preferred processes.

Features

Some other features in Asana that support automation and project management include:

• Timeline View: Visualize project schedules and dependencies with a drag-and-drop Gantt chart interface.
• Workload Management: Monitor team capacity and balance assignments to avoid overloading team members.
• Milestone Tracking: Mark key project milestones to track progress and highlight important deadlines.
• Forms Automation: Collect and route requests or project inputs automatically using customizable forms.

Integrations

Integrations include Slack, Google Drive, Microsoft Teams, Salesforce, Tableau, Jira, Zoom, Dropbox, GitHub, and Outlook.