25 Best Workflow Automation Software Reviewed For 2025
10 Best Workflow Automation Software Shortlist
Here's my pick of the 10 best software from the 25 tools reviewed.
Get free help from our project management software advisors to find your match.
Managing projects is hard enough without getting bogged down in repetitive tasks. You spend too much time chasing approvals, updating spreadsheets, and moving data between systems. It’s frustrating, inefficient, and pulls you away from high-value work. That’s where workflow automation software can help.
Workflow automation software takes care of the manual, time-consuming steps so you don’t have to. With the right tool, you can cut down on errors, speed up processes, and keep your team focused on what really matters.
In this article, I’ve tested and reviewed the best options on the market. Here, I’ll walk you through the top workflow automation tools for project managers, highlighting what they do best and who they’re for.
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Compare Specs Side-By-Side
This comparison chart summarizes basic details about each of my top workflow automation software selections. You can view pricing details and the availability of free trials or demos side-by-side to help you find the best platform that works for your budget.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for scaling organizations | Freemium version available | From $10/user/month (min of 2 seats) | Website | |
| 2 | Best for creative workflows | 14-day free trial + free forever plan | From $10/user/month (billed annually) | Website | |
| 3 | Best for no-code workflow building | Free plan available | From $34/month (billed annually) | Website | |
| 4 | Best for cross-functional processes | 15-day free trial | From $8/user/month | Website | |
| 5 | Best for drag-and-drop workflows | Free plan available | From $8/user/month | Website | |
| 6 | Best for data collection projects | Free plan available | From $34/month (billed annually) | Website | |
| 7 | Best for no-code workflow automation | 14-day free trial | From $25/user/month | Website | |
| 8 | Best for developer-friendly interfaces | 30-day free trial | From $49/month | Website | |
| 9 | Best for non-technical users | Free demo available | From $15/user/monthly | Website | |
| 10 | Best for comprehensive project oversight | Free demo available | Pricing upon request | Website |
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monday.com
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6 -
Miro
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
Ravetree
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.1
Best Workflow Automation Software Reviews
Here’s a brief description of each workflow automation solution to showcase each tool’s best use case and noteworthy features.
Wrike is a proven work management platform that includes advanced workflow improvement features. The automation engine puts everyday business processes on autopilot, cutting out time-wasting busywork.
Why I picked Wrike: I chose Wrike for this list due to its wide variety of features, all of which are designed to keep teams on schedule. For example, the software alerts team members of potential blocking issues that jeopardize timelines. Custom messaging, reminders, notifications, and @mentions keep everyone on track. Additionally, I like how Wrike's automation engine uses rules, triggers, and actions to determine flow and required steps. Stakeholders are informed of task status changes, new projects, and potential risks.
Once you create automations, you will see them listed in an automations panel that allows you to toggle them on and off with a single click.
Wrike Standout Features & Integrations
Features include dynamic task prioritization that adjusts tasks based on deadlines and dependencies, ensuring critical workflows are addressed promptly. Wrike’s cross-tagging feature also enhances collaboration by allowing tasks to belong to multiple projects, which can improve visibility across teams. Additionally, its proofing module streamlines feedback and approvals within the tool, reducing reliance on external communication channels.
Integrations include over 400 cloud and on-premises apps, including CRM, email, chat, file storage, and business intelligence. If you can't find the tool you were looking for, you can always build a custom integration using Wrike's API.
Streamwork is a creative workflow management platform designed to help teams review, approve, and manage creative projects efficiently. It consolidates various creative assets—such as videos, images, and documents—into a single platform, facilitating easier collaboration among team members.
Why I picked Streamwork: One feature I value is its ability to handle multiple approval stages. You can set up customized approval routes for different creative assets, ensuring that each stakeholder reviews the content at the appropriate time. This structured approach helps maintain brand consistency and quality across all projects.
I also like StreamWork's version tracking system. It saves all feedback across different versions, so you won't lose any crucial information during revisions. This feature is particularly beneficial for creative teams who need to track changes and maintain a coherent history of feedback and revisions.
Streamwork Standout Features & Integrations
Features include real-time feedback on creative assets, allowing your team to comment directly on files, which facilitates clear communication. The platform also offers shareable links, making it easy to invite external stakeholders to review and provide input without requiring them to sign in.
Integrations include Slack, Asana, Trello, and various DAMs.
Jotform Workflows is a no-code automation tool designed to improve workflow management and streamline approval processes within organizations. It allows users to build customized workflows that automate tasks and enhance collaboration through an intuitive drag-and-drop interface.
Why I picked Jotform Workflows: In my opinion, Jotform Workflows is standout option for workflow automation, primarily due to its intuitive no-code workflow builder. With this feature, you can design custom workflows with ease using a drag-and-drop interface, making it accessible for users without a technical background.
Additionally, I found Jotform Workflows' strong automation capabilities, including conditional logic, parallel processing, and automated approvals, highly valuable as they manage to effortlessly address diverse organizational needs such as employee onboarding and budget approvals.
Jotform Workflows Standout Features & Integrations
Features include real-time progress tracking that allows teams to monitor the status of workflows and approvals for improved transparency and accountability. Jotform Workflows also supports advanced task dependencies, enabling users to establish relationships between tasks to ensure processes are executed in the correct order. Additionally, the platform offers extensive reporting tools that can provide insights into workflow performance and identify areas for optimization.
Integrations include several top software, such as Microsoft Teams, Slack, Google Sheets, Zoom, Google Calendar, Zoho CRM, and Pipedrive. Jotform Workflows also connects to Zapier to help users connect to thousands of other software options.
Qntrl is an advanced workflow orchestration software that improves productivity and efficiency in the workplace. At its core, it automates processes across different applications to reduce manual data entry and speed up workflows.
Why I picked Qntrl: I picked Qntrl for this list because it provides a unified platform that can integrate with existing systems, eliminating the need for multiple tools or applications to create automations. It allows you to create automated processes quickly and easily without extensive technical expertise or coding knowledge. You can create workflows that are triggered by events or conditions, which I believe should make it easier to customize the process based on preferences. You can even set up automated responses when certain conditions are met, or an event occurs.
Qntrl Standout Features & Integrations
Features include advanced SLA management that allows you to define and monitor timelines for each workflow step to ensure tasks are completed on time. Additionally, Qntrl offers dynamic conditional workflows that automatically routs and assigns tasks based on real-time data and specified conditions.
Integrations include applications such as Salesforce, Dropbox, MS Teams, Harvest, Google Sheets, and Slack. You can also create as many custom integrations as you want using Webhooks and its API.
Miro is a collaborative online workspace that offers a visual platform for innovation, providing features such as visual project management, diagramming, process mapping, product development workflows, and more.
Why I picked Miro: While most workflow automation features are only possible with third-party integrations, Miro offers some key in-platform automation capabilities. These include templates for different types of workflows with customizable drag-and-drop interfaces, such as project planning, brainstorming, and sprints. It also offers smart diagramming with features like auto-align and auto-layout that can help automate the organization of elements within a board.
With integrations, Miro offers workflow automation like syncing project cards, providing updates in communication channels, and automating other project management functions.
Miro Standout Features & Integrations
Features include interactive automation triggers within boards that help teams set up actions, such as assigning tasks or sending notifications, based on specific changes or updates. Miro also supports cross-board linking to connect workflows and streamline processes across multiple projects. Additionally, the platform provides advanced process visualization tools, such as swimlane diagrams, to organize workflows clearly and effectively for better alignment and decision-making.
Integrations include Box, Airtable, Notion, Azure, Webex, Jira, Asana, Microsoft Teams, Google Drive, Slack, Monday.com, Confluence, Zoom, and Figma.
Jotform Enterprise provides a powerful, easy-to-use data collection process for businesses of all kinds who are looking to optimize their workflow automation processes. According to my research, Jotform gives businesses access to offline forms, surveys for product feedback and reviews, collaboration tools, approvals for automated workflows, and conditional logic for a personalized customer form experience. They specialize in B2B businesses but can be adapted to a wide range of customer markets and industries.
Why I picked Jotform Enterprise: One of the things I most admire about Jotform Enterprise is its flexibility, which allows you to build complex systems that are tailored specifically to your needs. I chose Jotform for this list, however, primarily because it offers an easy-to-use form builder that allows you to quickly create forms for any purpose, from collecting customer information to helping employees to track their progress on projects. The form builder includes hundreds of customizable templates that can be used as a starting point for creating your forms. You can create an order form that integrates with a payment processing service or set up an automated system that sends out email notifications when someone fills out a form.
Jotform Enterprise Standout Features & Integrations
Features include support for multi-step approval processes, which allows businesses to automate complex workflows that require input from multiple stakeholders. Additionally, Jotform's HIPAA-compliant hosting option ensures that workflows involving sensitive data meet stringent privacy and security standards.
Integrations include Google Drive, Google Sheets, Slack, Dropbox, PayPal, Stripe, Salesforce, Mailchimp, and Airtable. It also can integrate with Zapier to automate workflows and connect JotForm with over 1,000 other apps and services but this requires a Zapier account and may incur additional costs.
Studio Creatio is a no-code platform that enables businesses to automate workflows and build applications without the need for extensive coding knowledge.
Why I picked Studio Creatio: The platform features a No-Code Designer, which includes tools for creating and modifying pages, views, data models, workflows, and integrations within a single workspace. The platform also offers industry-specific solutions for sectors such as banking, credit unions, and insurance.
Studio Creatio's workflow automation software is part of this no-code platform. Users can design, automate, and optimize workflows with an intuitive visual interface that requires no prior programming knowledge. This feature makes the technology accessible to a broad range of professionals to help contribute to the digital transformation of their business. The platform also integrates with existing business systems, offers real-time monitoring and reporting, and includes advanced reporting and analytics features to enhance operational efficiency and productivity.
Studio Creatio Standout Features & Integrations
Features include case management capabilities that enable businesses to adapt workflows in real-time based on unique scenarios. Studio Creatio also supports AI-powered process recommendations that can help users identify opportunities to optimize and automate their workflows further.
Integrations include Chat Master, PandaDoc, SharePoint, Jira, Calendly, Zoom, Shopify, Asterisk, Microsoft Teams, Zapier, Quickbooks, SAP BusinessOne, and more.
Camunda is a process orchestration solution that is mainly designed for end-to-end automation. It is an open-source workflow automation software solution that provides users with a simple yet highly intuitive drag-and-drop process builder. This feature makes the platform flexible enough for a wide variety of use cases.
Why I picked Camunda: This software is used by different types of businesses, ranging from media and entertainment to financial services. I particularly selected Camunda for this list because it is robust enough to facilitate endpoint diversity, meaning it can be utilized to implement various automation solutions across multiple possible endpoints. This includes different devices and systems, as well as key human resources.
Camunda's ability to handle complex logic with branching also caught my attention. It features advanced workflow patterns that enable technical and non-technical users to collaborate and design complex business processes and automated workflows.
Camunda has dynamic parallel execution as well, which allows for the organization and optimization of multiple tasks simultaneously. Camunda is powered by Zeebe’s cloud-native workflow and decision engine. I especially like how this enables dev teams to automate workflows and processes at scale with efficiency and speed. Zeebe is the workflow and decision engine that powers the latest iteration of the software; i.e., the Camunda Platform 8.
Camunda Standout Features & Integrations
Features include event-driven automation capabilities that allow workflows to trigger actions based on specific events. Camunda also provides robust error-handling mechanisms that help workflows automatically detect and resolve issues during execution. Additionally, the platform supports versioning for workflows, allowing teams to manage updates and maintain consistency across process iterations without disruption.
Integrations include Salesforce, Microsoft Dynamics, SAP, Oracle, Microsoft SharePoint, Alfresco, Apache Kafka, RabbitMQ, MySQL, PostgreSQL, Microsoft SQL Server, Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform (GCP), Signavio, Bizagi, and ProcesMaker.
Kissflow Workflow is a no-code workflow management and automation software that can help teams track and improve their processes and identify bottlenecks.
Why I picked Kissflow Workflow: I chose Kissflow Workflow for this list because of the software's large bank of workflow templates that users can choose. You can can also opt to build your own. Additionally, the drag-and-drop form builder is accessible to people without coding experience, which I think makes it perfect for helping any type of team set up a standardized request process. Built with simplicity in mind, the software's visual workflows help give a high-level picture to spot opportunities to streamline or eliminate bottlenecks. I also like how Kissflow's pre-built reports can help teams track their productivity and efficiency over time.
Kissflow Workflow Standout Features & Integrations
Features include rule-based task assignments that automatically route tasks to the right team members based on predefined criteria. Kissflow Workflow also offers multi-level approval workflows that allow teams to set up sequential or parallel approval processes. Additionally, its built-in notifications and reminders help ensure that no tasks or deadlines are overlooked, keeping workflows on track.
Integrations includes many enterprise-friendly connectors like MailChimp, ActiveCampaign, DocuSign, Basecamp, Dropbox, Quickbooks, Google Workspace, and Slack. You can also build custom integrations using Kissflow APIs.
Now an Adobe company, Workfront aims to unlock organizational productivity at the enterprise level.
Why I picked Adobe Workfront: I chose Adobe Workfront primarily for its process management software, which prioritizes requests, assigns work to teams, and automates approvals. From onboarding to delivery, digital assets are automatically built, reviewed, approved, and tagged to associated projects.
I also love how Workfront simplifies digital reviews and approvals, as well as providing real-time status updates. It accelerates content delivery by surfacing the correct information and tying project information to assets and social media, which I think makes it a great tool for working on large, enterprise-level projects.
Wrike Standout Features & Integrations
Features include scenario planning capabilities that allow you to model and compare different project strategies before implementation. Additionally, Workfront's compliance-ready audit trails provide full visibility into workflow changes, supporting enterprise-level governance and accountability.
Integrations. Wrike offers 400+ pre-built native integrations, including the most popular file management software from Microsoft, Google, and Dropbox, along with sales and marketing software from Salesforce and Marketo, and creative apps from Adobe.
Other Workflow Automation Software
Here are a few tools that did not make it to the top but are worth your consideration.
- Next Matter
For complex workflows
- Boomi Flow
For low-code workflow automation
- Integrately
For an AI automation builder
- Height
For projects across different teams
- Assembly
For customizable templates
- Nanonets
For custom LLMs
- ClickUp
Shared workflows with external apps
- CRM Creatio
For customer and sales-related workflows
- monday.com
For standardizing processes
- Smartsheet
For dynamic workflows
- SysAid
For IT service management
- Bonsai Agency Software
For agency and consultancy workflows
- Hive
For beginners
- Jira
For agile project management
- Kantata
For professional services
Workflow Automation Software Selection Criteria
When selecting the best workflow automation software to include on this list, I considered common buyer needs and pain points like eliminating manual data entry and ensuring process consistency across teams. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
To be considered for inclusion on this list, each solution had to fulfill these common use cases:
- Automating task assignments and approvals
- Triggering workflows based on predefined conditions
- Integrating with third-party apps and tools
- Providing workflow templates for common processes
- Offering visual workflow builders for easy setup
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- AI-driven workflow optimization suggestions
- No-code automation for non-technical users
- Custom scripting for advanced process automation
- Built-in compliance and audit tracking
- Automated reporting and workflow analytics
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Navigability of the interface and workflow builder
- Clarity of automation setup and execution steps
- Accessibility of pre-built automation templates
- Availability of drag-and-drop functionality
- Mobile-friendly access to workflows and approvals
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of interactive product tours and walkthroughs
- Inclusion of workflow templates for easy setup
- Access to live training sessions or webinars
- Quality of documentation and knowledge base resources
- Presence of in-app chatbots or guided assistance
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- Availability of live chat, phone, and email support
- Responsiveness and resolution time for technical issues
- Access to a dedicated account manager for enterprise users
- Presence of a community forum for peer support
- Availability of multilingual support for global teams
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Pricing structure relative to feature depth
- Availability of free plans or trials for testing
- Scalability of pricing for different team sizes
- Inclusion of premium features at lower tiers
- Transparency of costs with no hidden fees
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Frequency of reported software bugs or downtime
- Ease of implementation and adoption by teams
- Overall satisfaction with customer support quality
- Perceived return on investment and time savings
- User feedback on feature requests and updates
How to Choose Workflow Automation Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
| Scalability | Ensure the software can handle increasing workflows, users, and complexity as your business grows. Look for tiered pricing, enterprise-level features, and performance benchmarks to avoid outgrowing your system. |
| Integrations | Your automation tool should connect seamlessly with your existing software stack, including CRM, ERP, and communication tools like Slack or Microsoft Teams. Native integrations and API support are crucial. |
| Customizability | Choose a solution that lets you tailor workflows to your specific processes. Drag-and-drop builders, conditional logic, and script-based automation options can help you fine-tune automation to your team’s needs. |
| Ease of Use | A user-friendly interface with low-code or no-code options ensures your team can create and modify workflows without IT intervention. Look for a simple dashboard and intuitive setup. |
| Budget | Consider both upfront costs and long-term expenses like subscription fees, add-ons, and support charges. Some platforms charge per user, while others scale based on automation volume. |
| Security Safeguards | Your software should offer role-based access, data encryption, and compliance with standards like GDPR or SOC 2. Check audit logs and backup policies to protect sensitive workflow data. |
| AI & Automation Features | Look for AI-driven automation, predictive analytics, and smart triggers that improve efficiency. Features like automatic data extraction and intelligent decision-making can reduce manual work. |
| Support & Reliability | Evaluate customer support options, uptime guarantees, and community forums. A strong support system ensures smooth implementation and minimal disruptions when issues arise |
Workflow Automation Software Trends for 2025
In my research, I sourced countless product updates, press releases, and release logs from different workflow automation software vendors. Here are some of the emerging trends I’m keeping an eye on:
- AI-Powered Process Optimization: AI is now being used to analyze workflow data, identify inefficiencies, and suggest improvements. Some tools now auto-adjust task assignments based on workload patterns or predict delays before they happen.
- No-Code Workflow Builders: More software is making automation easier for non-technical users by offering drag-and-drop builders and pre-built workflow templates. This allows teams to create complex automations without writing scripts or relying on IT support.
- Hyperautomation Strategies: Companies are combining workflow automation with robotic process automation (RPA), AI, and event-driven triggers to eliminate manual work across entire business processes. This trend is reducing human intervention in repetitive tasks like invoice processing and employee onboarding.
- Governance and Compliance Controls: As automation expands across industries, stricter controls are being added for data security, audit tracking, and regulatory compliance. Organizations can now enforce role-based permissions, maintain detailed activity logs, and automate compliance reporting.
- Real-Time Workflow Monitoring: Businesses are demanding better visibility into automated processes with live dashboards, alerts, and predictive analytics. Real-time monitoring helps teams catch workflow failures, track process efficiency, and make quick adjustments to avoid bottlenecks.
What Is Workflow Automation Software?
Workflow automation software is a technological solution designed to streamline and optimize business processes by automating repetitive tasks and facilitating the smooth flow of information within an organization. This type of software allows users to define, execute, and manage complex workflows without manual intervention.
Business workflow automation software is an invaluable tool that enhances project efficiency and organization. As a project manager, you are responsible for overseeing multifaceted tasks, timelines, and team collaborations. Workflow automation helps you automate routine project activities such as task assignment, progress tracking, and communication, freeing up time for more strategic and critical aspects of project management.
You can read more in our workflow automation guide.
Types of Workflow Automation
Workflow automation spans various business areas. In short, it can be useful in any area that can benefits from streamlined processes and improved efficiency. Here are some key types of workflow automation:
- Marketing Workflow Automation: Content workflow software automates tasks like email campaigns, social media posting, and lead nurturing.
- Sales Workflow Automation: Business process automation software helps automate lead management, contract approvals, and sales pipeline tracking.
- Customer Service Workflow Automation: Process automation software automates ticket assignment, customer inquiries, and feedback collection.
- HR Workflow Automation: Task automation tools handle employee onboarding, performance reviews, and compliance tasks.
- Finance Workflow Automation: Automates expense approvals, invoicing, and payroll with business process automation tools.
- IT Workflow Automation: Streamlines system updates, backup processes, and service requests through IT process automation tools.
- Supply Chain Workflow Automation: Business process automation softwares help automate inventory management, order processing, and vendor communications.
- Manufacturing Workflow Automation: A process automation platform streamlines production scheduling, quality checks, and maintenance tracking.
Features of Workflow Automation Software
When selecting workflow automation software, keep an eye out for the following key features:
- Task automation: Automatically assigns, routes, and updates tasks based on predefined rules, reducing manual effort and errors.
- Conditional logic: Enables workflows to follow different paths based on specific conditions, making processes more dynamic and adaptable.
- Parallel processing: Allows multiple tasks to run simultaneously rather than sequentially, improving efficiency and reducing delays.
- Workflow diagrams: Provides a visual representation of processes, helping teams design, modify, and understand automated workflows at a glance.
- Form and data capture: Collects inputs from users through customizable forms and integrates the data directly into workflows.
- Notifications and alerts: Sends real-time updates to users when tasks are assigned, completed, or require attention to prevent bottlenecks.
- Workflow analytics: Tracks process performance with reports and dashboards, helping teams identify inefficiencies and optimize workflows.
- Audit logs: Records all workflow actions and changes, ensuring transparency, accountability, and compliance with industry regulations.
- Role-based access: Restricts access to workflow components based on user roles, protecting sensitive information and preventing unauthorized changes.
- Drag-and-drop workflow builder: Lets users design workflows visually without coding, making automation more accessible to non-technical teams.
Some tools are much more flexible and allow for deeper customization, especially with automation and formulas. However, others are easier to use and have a more intuitive interface.
Benefits of Workflow Automation Software
Implementing workflow automation software can provide several benefits for your team and your business. Here are a few you can look forward to:
- Faster task completion: Automated workflows move tasks through each step without delays, reducing bottlenecks and wait times.
- Fewer errors: Automation eliminates manual data entry and handoffs, which reduces the risk of mistakes and inconsistencies.
- Better process visibility: Workflow diagrams and tracking tools let you see where tasks stand, making it easier to spot inefficiencies.
- Improved accountability: Audit logs and role-based access ensure the right people handle the right tasks and keep records of every action.
- More consistent outcomes: Standardized workflows enforce rules and best practices, so processes run the same way every time.
- Less time spent on approvals: Automated approval flows send requests to the right people instantly and trigger the next steps once approved.
- Easier scalability: Automated processes adapt as your team grows, handling more work without needing more manual effort.
Costs and Pricing of Workflow Automation Software
Selecting workflow automation software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in workflow automation software solutions:
Plan Comparison Table For Workflow Automation Software
| Plan Name | Price (per user/month) | Features |
|---|---|---|
| Free | $0 | Basic automation, limited users and workflows, basic integrations |
| Basic | $10 - $20 | Task automation, simple workflow customization, basic reporting, limited users and workflows |
| Standard | $20 - $50 | Advanced automation, workflow customization, reporting and analytics, integrations, multiple users |
| Premium | $50 - $100 | Advanced workflow automation features, customizable workflows, advanced reporting, unlimited users |
New & Noteworthy Product Updates
Below you’ll find our release notes and take on the latest and greatest workflow automation software product updates. Discover what’s now possible through feature releases, improvements, and updates on web, desktop and mobile apps. Learn what’s new, if it’s hot - or not, and why it matters for automating workflows.
Q1 2025 Workflow Automation Software Updates
Miro Update Notes
In January 2025, Miro introduced Catch up (BETA), an AI-powered tool that helps users quickly review board updates and prioritize tasks without sifting through every change. This feature provides a visual summary of modifications, highlights key comment threads, and enables teams to stay on track without missing critical updates. By reducing the time spent manually catching up on changes, teams can focus on decision-making and execution rather than searching for relevant information.
Another major addition is Synced Copies, which allows users to embed content from one Miro board into another while maintaining real-time updates. Any modifications made to the original content automatically reflect across all embedded instances, ensuring consistency and eliminating the need for manual updates. This feature is particularly useful for teams managing multiple projects or collaborating across different departments, as it streamlines information sharing and prevents discrepancies.
These enhancements will be especially valuable for project managers, designers, and cross-functional teams who rely on Miro for collaboration. Catch up helps teams stay informed with minimal effort, while Synced Copies ensures that critical information remains up to date across multiple workspaces.
Verdict: Hot! AI is getting more and more normalized, but it’s still a hot new trend in our book.
Wrike Update Notes
In January 2024, Wrike introduced several updates to enhance user experience and functionality. One of the most anticipated features, Dark Mode, allows users to switch to a darker interface for reduced eye strain and improved aesthetics. Additionally, the Table View was enhanced with the ability to generate public links, enabling users to share specific views with external stakeholders without requiring them to have a Wrike account.
Request Forms additionally received significant improvements, allowing the use of any blueprints and custom item types within space-level request forms. The update also restored the ability to convert account-level request forms into space-level ones and introduced support for all question types as conditional follow-ups, enhancing the versatility of request forms.
These updates are particularly beneficial for project managers, team leads, and administrators who rely on Wrike for project coordination and communication. The introduction of Dark Mode caters to users who prefer a darker interface, while the enhancements in Table View and Request Forms provide more flexibility in data sharing and form customization.
Verdict: Not. Dark mode is great for the eyes, but isn’t especially new or different.
monday.com Update Notes
On March 2, monday.com released the Item ID Column, which assigns a unique identifier to each item within a board. This identifier can be configured in two ways: either as a randomly generated number or as a custom key defined by the user. By default, the system generates a random number for each item to ensure uniqueness without additional customization.
Users seeking more control can also opt for the "Custom key" setting, which allows them to define specific identifiers that align with their organizational or project-specific conventions. This flexibility enhances item tracking and management, making it easier to reference and locate items based on familiar identifiers.
This feature is particularly beneficial for teams that require precise item identification, such as project managers overseeing multiple tasks, developers tracking issues or features, and operations teams managing inventories or workflows.
Verdict: Hot! Automation + Organization + Customization = Success
ClickUp Update Notes
On February 7, ClickUp's Release 3.46 introduced key enhancements to improve collaboration and data management. Users can now share messages to new group Chats, which makes it easier to communicate with team members who haven’t previously interacted. Additionally, the update streamlines field selection in Dashboards by prioritizing location-specific fields when choosing a data source for cards, simplifying setup.
The update also improves the Table functionality, allowing users to format multiple cells simultaneously. This means styles like italics or color can be applied to entire rows or columns at once, saving time and making data presentation more efficient.
These enhancements will be especially useful for project managers, data analysts, and teams that rely on collaborative tools and data visualization. By strengthening communication channels and improving data customization, ClickUp continues to optimize workflows and boost productivity.
Verdict: Not. Better communication and organization is always good, but—compared to other product updates—these new features are a bit basic.
Height Update Notes
In January 2025, Height introduced several updates to enhance project management and collaboration. One significant new feature is live summary blocks, which automatically generate concise summaries at the top of every project, task, and document. These summaries update in real time, keeping teams informed without requiring manual updates.
Another enhancement is the auto-convert tasks to projects functionality. Now, when a top-level task has subtasks added, it automatically transforms into a project, providing built-in structure and enabling autonomous features like project checkups. This streamlines project organization and ensures that complex tasks are handled appropriately.
Additionally, the Redesigned Share Menu offers clearer distinctions between workspace member and guest permissions, allowing users to choose between email invitations or shareable links. These updates facilitate faster collaboration by ensuring appropriate access levels from the outset.
These features are particularly beneficial for project managers, team leads, and collaborators seeking efficient project oversight, streamlined task management, and improved sharing capabilities within Height.
Verdict: Hot! The best automations give clarity and save time, just like these new features.
Creatio Update Notes
In March 2025, Creatio released version 8.2.2, codenamed "Energy," introducing several enhancements to its platform. A notable addition is the Email Marketing module, which now allows users to schedule emails for specific times, copy bulk emails to reuse configurations, and save specific rows in the Email Designer to maintain design consistency. These features streamline the process of creating and managing email campaigns, making it more efficient for marketing teams.
The Knowledge Management system also received significant upgrades, including version history tracking for articles, enabling users to create drafts and publish new versions when ready. Additional formatting improvements, such as auto-generated tables of contents, formatted quotations, and code snippets, enhance the readability and organization of knowledge articles. These enhancements are particularly beneficial for teams that rely on comprehensive documentation and knowledge sharing.
Furthermore, the introduction of a Landing Page Designer empowers users to create visually engaging landing pages quickly, incorporating web forms, images, videos, and flexible layouts to capture and convert prospects effectively. Once designed, users can download the HTML code for seamless publishing. This feature is especially useful for marketing professionals aiming to enhance lead generation efforts without extensive coding knowledge.
Verdict: Hot! Nobody likes sending emails and everyone likes a great landing page.
Jotform Update Notes
Jotform has launched AI Agents, which are designed to enhance customer service by automating tasks and providing personalized support across multiple channels. These AI-powered virtual assistants can handle inquiries, assist with form completion, and offer real-time assistance, ensuring efficient and consistent user experiences. Organizations can also customize these agents to align with their brand and integrate them seamlessly into their existing workflows.
The AI Agents are versatile, capable of operating as chatbots on websites, handling voice calls, engaging through messaging platforms like WhatsApp and Facebook Messenger, and even functioning as self-service kiosks at events. They can be trained using an organization's knowledge base, enabling them to provide accurate responses and perform specific actions based on user interactions. This adaptability makes them suitable for various industries, including education, healthcare, and nonprofit organizations.
This development is particularly beneficial for customer support managers, small to medium-sized businesses, e-commerce platforms, SaaS companies, and solopreneurs seeking to enhance customer engagement, reduce manual workload, and provide 24/7 support without significant increases in operational costs. By implementing Jotform's AI Agents, these entities can improve response times, handle routine inquiries efficiently, and focus more on strategic initiatives.
Verdict: Hot! What could be more trendy than a tool to help you make your own AI assistant?
Kissflow Update Notes
Kissflow has launched an AI-powered formula builder designed to simplify the creation of complex formulas within its platform. This enhancement allows users to input prompts in plain English, which the AI then translates into the corresponding formulas, eliminating the traditional learning curve associated with formula creation. The dedicated formula builder interface streamlines the process, enabling users to focus directly on developing their computational logic.
Key features of this release include AI-assisted formula generation, where users can describe their desired calculation in natural language, and the AI generates the appropriate syntax. Additionally, the AI evaluation feature permits immediate testing and refinement of formulas using editable sample data, ensuring accuracy before deployment. The builder also provides real-time explanations of formulas, aiding users in understanding and verifying their logic.
This feature is exclusively available to enterprise plan users and supports various data types, including text, number, date, date & time, currency, and workflow steps, though it excludes integration modules.
The AI-powered formula builder is particularly beneficial for citizen developers and business users who seek to automate processes without extensive coding knowledge, as well as for organizations aiming to enhance operational efficiency through streamlined workflow automaton.
Verdict: Hot! This is what AI is for—to make difficult tasks easier and faster.
Smartsheet Update Notes
Smartsheet has introduced several enhancements to its file library, aiming to improve user onboarding and overall experience. One notable update is the darker 'focus mode' file view, which offers a more comfortable, distraction-free environment for viewing and collaborating on content within the platform.
Additionally, Smartsheet is testing quick actions that appear when hovering over an item in the file library, allowing users to take action on files directly from the thumbnail page. A series of small UX/UI enhancements have also been implemented to provide a more polished and consistent experience with the rest of Smartsheet, including updates to the toolbar, conversations, details panel, and buttons.
These improvements will be particularly beneficial for teams and individuals who regularly collaborate on content within Smartsheet, as they streamline workflows and enhance the overall user experience.
Verdict: Not. These features make file viewing and organization easier, but they aren’t particularly innovative.
SysAid Update Notes
SysAid has introduced an AI Chatbot for Agents, designed to provide IT administrators with real-time, conversational assistance directly within the SysAid platform. This feature enables agents to access service record information, receive suggested solutions, and draft messages to requesters without leaving the admin portal, thereby streamlining workflow and enhancing efficiency.
Key capabilities of the AI Chatbot include conversational assistance for retrieving service record details, AI asset management to access information about associated assets such as CPU and storage capacity, and visibility into organizational knowledge through integration with the Data Pool's AI Agent Datasets. Additionally, the chatbot offers a Task Advisor feature, which recommends the next service record to address based on priority and due date, and an AI Usage dashboard to track chatbot activity and monitor performance.
This feature is particularly beneficial for IT administrators and support agents seeking to improve response times and service quality. By leveraging AI-driven insights and automation, agents can focus on more strategic tasks, ultimately enhancing the overall IT support experience within organizations.
Verdict: Hot! AI assistants aren’t just for customer service anymore.
Workflow Automation Software Frequently Asked Questions
Find answers to common questions about this topic.
What is a workflow?
A workflow is a series of steps that describe how people get work done from beginning to end. The overall logic is that if you follow that workflow several times, you will always get the same result.
Discover more information about workflows and how automation works in our beginner’s guide to workflow automation software.
Why is workflow automation important?
Workflow automation is important because it streamlines repetitive and manual tasks, allowing project teams to focus on higher-value work. By automating routine processes like approvals, notifications, and data transfers, it reduces the risk of human error and ensures consistency across projects. This leads to faster turnaround times, improved accuracy, and better resource utilization.
What is an example of workflow automation?
A workflow automation example is a newsletter subscription. Without an automation, someone has to be attentive to new subscribers so they can send them a welcome email and then monitor the open rate stats and make decisions based on how many people have seen the content. A quick workflow automation would look like this:
What other tools have workflow automation features?
Here are a few more tools where you can find workflow automation options.
- OnTask – Best for document routing features
- Hive – Best for simplifying multi-step projects
- Integrately – Best for pre-built automations
- Comindware Tracker – Best for drag-and-drop simplicity
- Aiwozo – Best for robotic business process management
- Onspring – Best for no-code workflow automation
- Proofhub – Best for comprehensive project-planning software
- Axonator – Best for customizable workflows
How do I automate my workflows?
To automate project workflows, start by creating a workflow diagram that clearly outlines each step, from task initiation to completion. Identify repetitive actions—like task assignments, status updates, or document sharing—that could benefit from automation.
Then, choose a platform that supports automation features. Set up rules like “if a task is marked complete, notify the next team member” or “if a form is submitted, trigger the approval workflow.” Automating an approval workflow is especially helpful for reducing delays and keeping things moving. Start small, test thoroughly, and adjust as needed.
What are 3 strategies to improve productivity with workflow automation?
Workflow automation can be a powerful productivity tool that can significantly enhance efficiency. Here are three key strategies to use workflow automation to improve productivity:
1. Task and Deadline Automation: Workflow automation tools can be used to set up automated task assignments and reminders. This ensures that everyone knows their responsibilities, reducing missed tasks and helping the project progress smoothly.
2. Communication Streamlining: Effective communication is a cornerstone of successful project management. Workflow automation can help streamline communication by automating the distribution of project updates, reports, and status notifications.
3. Data Integration and Reporting: Workflow automation tools can integrate with data sources, like project management software, to automatically update project status, generate reports, and consolidate information in real time. This saves time on data entry and reporting.
How can workflow automation software integrate with existing CRM systems?
Workflow automation tools often offer robust integration capabilities with CRM systems to streamline processes and enhance data flow between platforms. These integrations typically allow for the automation of tasks such as data entry, lead tracking, and customer communication to ensure that information remains up-to-date across systems.
Can workflow automation software be customized for unique business processes?
Yes, many workflow automation tools are designed with customization in mind to cater to the specific needs of different business processes. This flexibility allows organizations to tailor the software’s functionalities to match their operational requirements, from custom workflows and forms to specific automation rules.
How scalable are these solutions as a business grows?
Workflow automation solutions are generally built with scalability in mind, enabling businesses to adapt and grow without outgrowing the software itself. These platforms are designed to handle increasing amounts of work and more complex processes as a company expands. The ability to add users, integrate with more systems, and automate a broader range of tasks allows these tools to grow alongside your business, ensuring that your investment remains viable over the long term.
What's Next?
If you want to dig deeper into the logic behind workflow automation tools, I suggest you read our ultimate guide on workflows and workflow diagrams for project managers.
Also, make sure you subscribe to the Digital Project Manager newsletter. You’ll get fascinating insights into this fast-moving world, together with the information you need to stay on top of your professional game.