10 Best Workflow Automation Software To Use In 2023

monday.com is a work management platform that has an automation module that helps you be more productive at work. he workflow automation features cut out repetitive tasks and ensure that priority matters get the most attention.

Why I picked monday.com: The automations builder is extremely easy to use. You can either build automations from scratch or select one of the many automation templates available in the platform. There is even automations built for some of monday.com's pre-built automations, like Clearbit and Slack.

Automatic due-date notifications can be added to tasks to ensure that deadlines are hit. Team members can easily confirm that they are on track. Alternatively, they can update the schedule in line with recent developments.

monday.com Standout Features & Integrations

Features include resource and project management, time tracking, collaboration, file management, collaborative docs and reporting dashboards.

Integrations include project management apps like Slack, Google Drive, Gmail, Typeform, Trello, Twilio, Google Calendar, Jira, GitHub, Trello, Dropbox, Typeform and many more, accessible via Zapier.

ClickUp is a cloud-based project management and team collaboration platform.

Why I picked ClickUp: The automations module lets you create combinations of triggers and actions that replace manual procedures. You can choose from the hundreds of prebuilt templates or create custom automations in a drag-and-drop interface. Additionally, you can chain multiple actions together and set conditions to determine when automations should run. The software can send notifications when specified events occur.

Among the variables you can introduce to your automations are dates, assignees, task status, priority level, or movement within different stages.

ClickUp Standout Features & Integrations

Features include collaborative documents, whiteboards, dashboards, an in-app chat, time tracking that you can enable, and real-time reporting.

Integrations include a wide range of business software, including Slack, Github, real-time reporting, whiteboards and shared documents for collaboration, task management with different views, goal tracking, and templates. You can also access thousands of additional apps using Zapier.

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: The software alerts team members of potential blocking issues that jeopardize timelines. Custom messaging, reminders, notifications, and @mentions keep everyone on track.

The 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.

Wrike Standout Features & Integrations

Features include pre-built templates, custom request forms, interactive Gantt charts, visual proofing, workflow automations, time tracking, project portfolio management, and dashboards.

Integrations include over 400 cloud and on-premises apps, including CRM, email, chat, file storage, and business intelligence.

Integrify is a workflow management and automation software that helps you automate any business process without the use of code.

Why I picked Integrify: This workflow solution allows organizations to build automated processes, design dynamic forms, and create self-service portals. Integrify also helps track performance via reports and dashboards. Audit trails make it easy to review activity and analyze problems.

This platform is designed for large and small businesses that need to implement rapidly and scale. It delivers better workflow process visibility in business areas such as IT, HR, sales, operations, and finance. The software is available in cloud, private cloud and on-premise configurations.

Integrify Standout Features & Integrations

Features include a process builder with a drag-and-drop environment, notes, comments, task dependency previews, multi-tiered approvals, reminders, and timeouts.

Integrations. Thanks to an open API, Integrify connects easily to ERP, CRM, and HRIS systems. This allows data to be moved freely between systems as part of any automated workflow.

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: This software has a large bank of workflow templates to choose from, or you can opt to build your own. The drag-and-drop form builder is accessible to people without coding experience, 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. Pre-built reports help teams track their productivity and efficiency over time.

Kissflow Workflow Standout Features & Integrations

Features include drag-and-drop form builder, workflow templates, linear and branched steps, conditions, pre-built reports, stakeholders, automated task assignment, automated notifications, and a mobile app.

Integrations include Google Workspace (Gmail, Google Docs, etc.), and an API is available to build additional integrations.

Height is a flexible and inclusive project management tool that can be shared across the entire organization. It enables users to effectively centralize their workspace, allowing every team member and stakeholder to work together, share information, submit work requests, and keep track of tasks together.

Why I picked Height: Height offers no-code automations to help with repetitive and time-consuming tasks. While it’s still in beta release, the automations feature is tailored to facilitate robust multi-step workflows. Users can use the tool to create complex workflows with as many triggers, actions, and filters as they want.

The task management solution allows users to plan, organize, and manage their tasks and projects in one location. It will serve as a hub for team members working on the same project, where they will find their assigned tasks, share documents, and work together as a productive unit. The roadmaps feature enables project heads to plan, visualize, and share their vision for their product or upcoming project over a period of time.

Height app users can also run live brainstorming sessions with team members, key stakeholders, and clients to cook up and record new ideas, solutions, project proposals for key products and services. The app also offers reusable templates or premade to-do lists that can be used for marketing events, product launches, and new hire onboarding with just a few clicks.

Height Standout Features & Integrations

Features include customizable workflows, task forms to collect user data, multiple task views, real-time chat, and smart lists with dynamically pulled filters.

Integrations include GitHub, GitLab, Notion, Sentry, Zendesk, Slack, Discord, Figma, Slab, and Fivetran.

A 30-day free trial is available, as well as a completely free version with a few restrictions.

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. With Jotform, businesses will have 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: Jotform Enterprise's flexibility allows users to build complex systems that are tailored specifically to their needs. Jotform offers an easy-to-use form builder that allows organizations 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. Users can create an order form that integrates with their payment processing service or set up an automated system that sends out email notifications when someone fills out a form.

Jotform Enterprise also provides powerful analytics tools that allow users to monitor how customers interact with forms in real time. This includes tracking page views, submission times, and abandonment rates. With this data, users can identify areas where customers are dropping off or struggling with the form process so they can make improvements accordingly. The platform also integrates with Google Analytics so they can get even deeper insights into user behavior on their website. All data collected through forms is encrypted and stored in the cloud for added security. This ensures that all sensitive information remains safe from potential threats or malicious activity.

Jotform Enterprise Standout Features & Integrations

Features include payment integration, conditional logic, multi-language support, SSL encryption, app builder, an ecommerce store builder, proofing & approvals, and e-signature collection, and integration with third-party apps. 

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. 

Jira is an issue and project tracking software that helps teams move fast and stay aligned in agile teams.

Why I picked Jira Software: In the world of agile software development, Jira is a leading project management tool. Jira Automation is a no-code builder that helps you build 'if-this-then-that' rules based on events within the system. Any task or process can be automated with a few clicks. Hundreds of automation templates are available to get you up to speed faster.

The global automation feature allows you to create one rule that automates across many or all projects. Additional features include advanced roadmaps, a sandbox, and admin insights.

Jira Software Standout Features & Integrations

Features include customizable workflows, a drag-and-drop automation builder, information sync, issue auto-assign, project roadmaps, scrum boards, and reporting.

Integrations. Through the Atlassian marketplace, Jira integrates with platforms such as Slack, Zoom, GitHub, and Zendesk.

Jira costs from $7/user/month. A ‘forever free’ trial plan is also offered.

Qntrl is an advanced orchestration and workflow automation 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: The software provides a unified platform that can integrate with existing systems, eliminating the need for multiple tools or applications to create automation. 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, making it easy to customize the process based on preferences. You can even set up automated responses when certain conditions are met, or an event occurs.

Businesses can gain better insights into their operations via native data collection and analysis capabilities. The software collects data from various sources, such as web forms, customer feedback, and social media posts, and then analyzes it using machine learning algorithms that automatically populate the system to use within workflows.

Qntrl Standout Features & Integrations

Features include centralized requests, granular controls over the process, an in-app chat, automated workflow steps and task assignment, intuitive process mapping, reporting, and dashboards.

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.

DocuWare is a powerful workflow automation software solution used to streamline business processes.

Why I picked DocuWare: It provides users with the tools they need to create automated workflows, helping them increase their efficiency and reduce costs. This cloud-based document management system offers features like drag-and-drop functionality, real-time collaboration capabilities, and secure access control.

Not only does DocuWare enable businesses to automate tedious tasks such as document routing, approvals, and notifications; but it also helps eliminate manual errors associated with paper processing. Moreover, the platform’s mobile app allows employees to stay connected whenever they’re on the go – providing them access to all the essential documents needed for their job from any device or location. With its customizable options, users can easily create rules for specific types of documents and automate their entire workflow process in no time.

DocuWare Standout Features & Integrations

Features include intelligent indexing, forms for data capture, barcode recognition, file import, documents from MS Teams, and indexing data export.

Integrations include over 500 different applications across email, team portals, CRM, ERP, HR systems, including Microsoft Dynamics, Sage, QuickBooks, and SAP.

DocuWare offers pricing upon request. They have a 30-day free trial and free demo to get you started.