Os 10 melhores softwares gratuitos de fluxo de trabalho para pequenas equipas em 2026

Jotform Workflows gives small teams in any industry a simple way to automate repetitive tasks and manage approvals using customizable forms and drag-and-drop workflow tools.

Who Is Jotform Workflows Best For?

Jotform Workflows is a strong fit for small teams that rely on form-based data collection to trigger approvals, route requests, or manage recurring processes.

Why I Picked Jotform Workflows

Jotform Workflows earns its spot on my shortlist because of how tightly it connects form-based data collection to automated process flows. I like that every workflow is triggered by a form submission, which means data collection and the workflow happen in the same step. My team uses conditional logic to split workflows based on what a form respondent submits—so purchase requests over a certain amount automatically route to a different approver than smaller requests. The parallel processing feature also helps when multiple team members need to review the same submission simultaneously, without waiting for one another.

Jotform Workflows Key Features

• Workflow templates: Choose from 200+ pre-built templates covering use cases like employee onboarding, expense reimbursement, and order processing.
• E-signature collection: Request legally binding e-signatures directly within a workflow, without needing a separate signing tool.
• Task assignment with comments: Assign checklist-style tasks to team members, who can comment and upload documents directly on the task page.
• Automated reminders and due dates: Set due dates and automatic email reminders for pending approvals or tasks so nothing gets missed.

Jotform Workflows Integrations

Integrations include Google Drive, Slack, Airtable, Dropbox, Microsoft Teams, Square, PayPal, Stripe, Authorize.Net, and Box.

What's Free?

Jotform Workflows offers a free-forever plan that includes up to 5 forms, 100 monthly submissions, and 1,000 monthly form views. The free plan also limits storage and access to some advanced features.

monday AI Workspace is a highly configurable work management platform that combines task tracking, workflow automation, multi-view project visualization, and team collaboration tools across a customizable, template-driven workspace.

Who Is monday AI Workspace Best For?

monday AI Workspace is a strong fit for small teams in marketing, operations, or product that need to manage multiple workflows across functions without rigid, one-size-fits-all tooling.

Why I Picked monday AI Workspace

monday AI Workspace earns its spot on my shortlist because no other free tool I've used gives you this level of structural control over how you build workflows. I can configure separate board architectures for a content calendar, a sprint backlog, and an onboarding tracker, each with its own custom statuses and column types. The 200+ templates make it practical to start fast and customize from there, rather than building from scratch every time a new workflow type comes up.

monday AI Workspace Key Features

• Kanban and table views: Choose between two core visualization modes for managing and organizing your workflows.
• Comments and : Collaborate on specific tasks with threaded discussions and team notifications.
• Document attachment: Add key files or documents directly to tasks to centralize project information.
• Board-level permissions: Control access and editing rights at the board level to maintain oversight and data consistency.

monday AI Workspace Integrations

monday AI Workspace offers native integrations with Slack, Microsoft Teams, Google Drive, Dropbox, Jira, GitHub, Trello, Zoom, HubSpot, and Salesforce. It also supports Zapier and provides an API for custom integrations.

What's Free?

monday AI Workspace offers a free-forever plan for up to 2 seats, which includes unlimited docs, 200+ templates, and up to 3 boards. Automations and integrations are not available on the free plan, and storage is capped at 500MB.

ClickUp gives small teams in tech, marketing, and creative fields a flexible workspace to organize tasks, manage projects, and keep everyone aligned without hitting paywalls for core workflow features.

Who Is ClickUp Best For?

ClickUp is a good fit for small, cross-functional teams that need a single place to manage tasks, docs, and communication across product, design, and engineering work.

Why I Picked ClickUp

ClickUp earns its spot on my shortlist because of how well it handles team collaboration without requiring a paid plan to unlock the features that actually matter. I like that my team can leave threaded comments directly on tasks, tag teammates, and resolve threads to keep feedback loops tight and traceable. ClickUp Docs also lets us draft briefs, specs, or meeting notes and link them directly to related tasks, so context never gets lost in a separate tool. For small teams juggling multiple workstreams, that kind of connected collaboration is hard to replicate at no cost.

ClickUp Key Features

• Custom workflow statuses: Define your own task statuses to match exactly how your team moves work through a pipeline.
• Multiple project views: Switch between list, board, Gantt, and calendar views to see work in whatever format fits the task.
• Built-in time tracking: Log time directly on tasks without needing a third-party timer tool.
• Recurring tasks: Set tasks to repeat on a schedule so routine work gets created automatically.

ClickUp Integrations

Integrations include Slack, GitHub, HubSpot, Google Drive, OneDrive, Dropbox, Outlook, Google Calendar, Figma, and Zoom.

What's Free?

ClickUp offers a free-forever plan with unlimited tasks and members. Some advanced features, like custom permissions and advanced reporting, are only available on paid plans.

Hive is a workflow management platform for small teams that combines task and project planning, dependencies, multiple work views, shared notes, built-in chat, email, and no-code workflow automation.

Who Is Hive Best For?

Hive suits small cross-functional teams that need built-in chat, task management, and no-code automation on a free plan.

Why I Picked Hive

I picked Hive because its built-in chat and automation on a free plan keep small teams aligned without splitting work across tools. I use Workflows to route tasks after status changes, apply templates, and update assignees automatically. Shared Notes, email, and keep handoffs visible alongside task dependencies.

Hive Key Features

• Task templates: Pre-fill subtasks, assignees, dates, and dependencies for repeatable projects.
• Multiple project views: Switch between Status, Calendar, Table, Gantt, and List views.
• Custom statuses: Define workflow stages and labels for project-specific processes.
• Recurring actions: Schedule tasks to repeat automatically at set intervals.

Hive Integrations

Hive offers 14 documented native integrations, including Google Drive, Google Calendar, Slack, Microsoft Teams, Jira, GitHub, Zoom, and Outlook Calendar. It also provides a public API and supports Zapier.

What's Free?

Hive offers a free-forever plan for up to 10 workspace members, with unlimited tasks and collaborative notes, native chat, email integration, and 200MB of storage. It also offers a 14-day trial of paid features, while the free plan excludes features such as Gantt views, cloud storage integrations, and in-app calendars.

Moxo is a workflow platform designed around external process orchestration, combining a flow builder, approvals, eSignatures, forms, and file requests in a single client-facing environment.

Who Is Moxo Best For?

Moxo is a strong fit for service-based businesses—think financial services, legal, or consulting firms—that need to manage structured workflows with external clients and partners.

Why I Picked Moxo

I've included Moxo in my top picks because it handles client-facing workflows with a level of security I haven't seen in many free tools. Every flow runs on SOC 2 Type II certified infrastructure, with data encrypted in transit and at rest, plus a 7+ year audit trail built specifically for regulated industries. I also like that Moxo supports role-based access controls and GDPR compliance out of the box, so when my team runs an onboarding or approval flow with an external client, there's a clear, auditable record of every action taken.

Moxo Key Features

• AI Copilot: Use Moxo's built-in AI to generate and configure workflow steps from a plain-language prompt.
• eSignature collection: Request legally binding signatures from clients directly within a workflow step, without a third-party tool.
• Flow template gallery: Start new workflows from a library of pre-built templates instead of building from scratch.
• Conditional branching: Set logic that routes a workflow down different paths based on client responses or form inputs.

Moxo Integrations

Moxo offers data sync connectors with Salesforce, HubSpot, Microsoft Dynamics, Zoho, Wealthbox, Redtail, Filevine, Global Relay, Smarsh, Xero, and Follow Up Boss. It also supports file uploads from Google Drive, Dropbox, Box, and OneDrive, and includes native calendar integrations with Google Calendar and Outlook. Moxo provides a REST API and webhooks for custom integrations, and it connects with Zapier.

What's Free?

Moxo offers a free-forever plan that includes 2 flows per month and 500 AI credits per month. The free tier covers the workflow builder, AI Copilot, branching, forms, eSignatures, file requests, and third-party integrations, but it doesn't include portals, custom domains, reporting dashboards, or API access.

Qntrl lets small teams in tech, operations, and project management automate and track workflows with customizable forms, process mapping, and role-based controls, helping teams organize requests and approvals without complex setup.

Who Is Qntrl Best For?

Qntrl is a strong fit for small operations and project management teams that need structured process automation and expect their workflow complexity to grow over time.

Why I Picked Qntrl

Qntrl earns its spot on my shortlist because it's built specifically around process orchestration, not just task tracking. I like how you can design multi-stage workflows with conditional branching, so a single intake form can automatically route requests to different team members based on the response. My team is able to start with a simple approval flow and layer in additional stages, roles, and automation rules as our processes get more complex. That incremental scalability is rare in free-tier tools.

Qntrl Key Features

• Centralized request submission: A single portal where team members submit all work requests, keeping intake organized across functions.
• Real-time status updates: Live visibility into where each request sits in the workflow, so no one needs to chase updates manually.
• SLA tracking: Built-in service level agreement monitoring flags overdue tasks and helps teams stay on top of deadlines.
• Custom reports: Generate workflow duration and usage reports to identify bottlenecks and measure process performance over time.

Qntrl Integrations

Integrations include Zoho CRM, Zoho Books, Zoho People, Zoho Desk, Google Drive, Dropbox, SAP, Oracle, Active Directory, and Slack.

What's Free?

Qntrl offers a free demo, but the site doesn't list a free-forever plan or free trial, or details about user or feature restrictions.

Nanonets is an AI-driven automation platform designed for small teams and businesses that need to streamline document-heavy workflows and reduce manual data entry.

Who Is Nanonets Best For?

Nanonets is a strong fit for small teams in finance, operations, or logistics that process high volumes of documents like invoices, receipts, or forms.

Why I Picked Nanonets

I picked Nanonets because it handles intelligent document processing well for small teams overwhelmed by manual data entry. It uses AI-powered OCR to automatically extract structured data from invoices, purchase orders, and receipts, and doesn't require a developer to set it up. My team is able to build custom document workflows that validate extracted data against predefined rules before routing it for approval. Pre-trained document models run accurately out of the box on common document types.

Nanonets Key Features

• Human-in-the-loop approval workflows: Add manual review and approval stages at any point in a document workflow to catch errors before they move downstream.
• No-code workflow builder: Use natural language to build and configure automated workflows without writing any code.
• Multi-source data ingestion: Pull in documents from emails, databases, and file uploads into a single unified workflow.
• Support for 300+ document types: Process a wide range of document formats out of the box, from bank statements to purchase orders.

Nanonets Integrations

Integrations include SAP, QuickBooks, Salesforce, Microsoft Dynamics 365, NetSuite, Zoho, FreshBooks, Xero, HubSpot, and Oracle.

What's Free?

Nanonets offers a free-forever plan that includes $200 in credits when you sign up, allowing you to use all core features until the credits run out. Some premium features and integrations require a paid plan or additional credits.

FigJam gives small teams in tech, design, and digital spaces a collaborative online whiteboard to map workflows, brainstorm ideas, and organize projects visually in real time.

Who Is FigJam Best For?

FigJam is a great fit for small product, design, and engineering teams that need a lightweight, visual space for planning and collaboration.

Why I Picked FigJam

FigJam is on my shortlist because of how much it lets you do without locking you into a rigid structure. I love that the canvas adapts to whatever my team needs—whether we're mapping a sprint workflow with snap-to-grid connectors and shapes, or running a retro with sticky notes and voting. The 300+ ready-made templates mean I can spin up a project kickoff, a flowchart, or a roadmap review in seconds, without starting from scratch. FigJam's AI features let me sort sticky notes into themes or generate a custom template from a single prompt, keeping sessions moving.

FigJam Key Features

• Section frames: Organize your canvas into distinct zones to separate workstreams, teams, or project phases within a single board.
• Cursor chat: Team members type messages directly on the canvas during live sessions without switching to a separate chat tool.
• Embed support: Drop in live links, files, and media from external tools directly onto the board to keep reference materials in context.
• Timer widget: Run time-boxed activities like standups or brainstorms with a built-in countdown timer visible to all participants.

FigJam Integrations

Integrations include Asana, Jira, Slack, GitHub, Microsoft Teams, Zoom, Dropbox, Google Drive, Trello, and Miro.

What's Free?

FigJam offers a free-forever Starter plan with unlimited drafts and up to 3 FigJam files per user. Advanced features and unlimited files require a paid plan.

Process Street gives small teams in tech, operations, and service-based businesses a way to organize, automate, and track recurring workflows using simple checklists and collaborative process templates.

Who Is Process Street Best For?

Process Street suits small operations and customer success teams that need to standardize and manage repeatable processes without relying on a developer.

Why I Picked Process Street

Process Street earns its spot as one of the best on my shortlist because of how well its no-code workflow builder handles recurring processes without requiring any technical setup. I like that you can build a fully automated workflow—complete with conditional logic, task assignments, and approval steps—just by filling out a form-style editor. For example, my team can automate a client onboarding process, where tasks are routed to the right person based on responses collected earlier in the workflow. The AI workflow generator is also a real time-saver: you describe the process you need, and it builds out the full workflow structure, including due dates and stop tasks, in seconds.

Process Street Key Features

• Pre-built workflow templates: Access a library of ready-made process templates for common workflows like employee onboarding, client onboarding, and SOPs that you can deploy immediately.
• Process dashboard: Monitor real-time workflow run status, task completion rates, and team performance across all active processes from a single customizable view.
• Data sets: Collect and manage structured data across workflows using forms with linked dropdowns, saved views, and system-of-record sync to keep inputs consistent.
• Projects: Track execution across multiple workflow runs, manage task dependencies, and surface bottlenecks before they stall delivery.

Process Street Integrations

Integrations include Salesforce, Slack, Microsoft Teams, Google Sheets, Jira, DocuSign, HubSpot, Mailchimp, Stripe, and Greenhouse.

What's Free?

Process Street offers a free-forever plan for up to 5 active workflows and unlimited users. Some advanced features and most integrations are only available on paid plans.

OpenProject is open-source project management software. Download the software and install it on Linux distributions or Docker containers to provide your entire team or organization with access.

Why I picked OpenProject: You can create projects for each of your teams or departments. You can create hierarchies to structure projects in a way that makes sense. You can then break a project down into smaller tasks and start to create plans and workflows that help you complete them.

Additionally, you can view these projects in a Gantt chart to visualize how work is progressing and identify and remove bottlenecks. You can also create dependencies, milestones, tasks, and phases to further organize each project. All this information is displayed in the Gantt chart. You can also view it as calendar or task lists.

The downside to OpenProject is that you are in charge of maintaining your software installation. And while it’s free, you will need to pay for servers or use existing ones. OpenProject does provide the option to install and host the software for you.

OpenProject Standout Features & Integrations

Features include a team planner with workload information, custom fields, help texts for additional information about features, placeholder users, and advanced agile boards.

Integrations can be built using its API. This can help you connect to any other tool on your tech stack.