Managing complex projects manually soon becomes overwhelming. Mistakes are made, necessary steps are missed, and team members get lost and confused in the resulting mess. That’s no way to run a business.
Fortunately, there’s a better way. Workflow automation software uses rule-based logic to run sequences of tasks without human intervention. You set up the rules once, and then the software takes care of getting things done.
In this article, I’m reviewing the best workflow automation software tools to help you make the right choice. I’ll show you the top picks and what makes each of them special.
What do I look for when I select the best workflow management apps? Here’s a summary of my evaluation criteria:
- User Interface (UI): I look for workflow management tools that eliminate confusion and obfuscation
- Usability: I expect all team members to find the software easy to use and understand, so projects stay on track without bottlenecks.
- Integrations: I look for integrations with popular productivity apps and business tools
- Value for $: I look for workflow automation that’s affordable even for smaller organizations
Workflow Automation Solution: Key Features
I expect workflow management systems to include core features such as:
- An intuitive user interface: deploying easy-to-understand solutions such as drag-and-drop designs, pre-built reports, customizable templates, and simple dashboards.
- Flexible visual workflows: allowing users to choose the view that suits them best, from Kanban boards to workflow diagrams.
- Automatic processes: reducing manual input and errors through automatic status updates, task assignments, API calls, etc.
- Comprehensive notifications: reminders sent via email, text, or within the platform to notify team members of pending tasks and approvals.
- Audit trails: predefined rules for dealing with issues and tracking the actions taken.
- Role-based access control: provisioning permissions and access levels according to employee job function and requirements.
- KPI-focused reports: feedback based on key performance indicators to ensure that priority issues get the attention they deserve.
- Status indicators: identifying issues that need attention, problems in the workflow, and oversights that need correction.
- Interoperability: well-implemented connections to apps such as ERP, CRM, document management and calendars.
- A cloud-based solution: taking advantage of cloud implementation to enable access from anywhere, lower costs, and reduced risk of data loss.
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Overviews Of The 10 Best Workflow Automation Software Solutions
Here’s a brief description of each workflow automation system to showcase each tool’s best use case, some noteworthy features, and screenshots to give a snapshot of the user interface.
Monday.com is a code-free platform that delivers time savings and increased productivity. The workflow automation features cut out repetitive tasks and ensure that priority matters get the most attention.
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 integrates with many business tools such as Typeform, Trello and Twilio.
This platform costs from $6/user/month. A free plan with limited features is also available.
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.
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.
Integrify offers customized pricing on request. There is no free trial.
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.
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 integrates with over 400 cloud and on-premises apps, including CRM, email, chat, file storage, and business intelligence.
Wrike costs from $8/user/month. A free plan with limited features is also available.
ClickUp is a cloud-based project management and team collaboration platform. Popular with agencies, this tool offers workflow features such as task assignment, statuses, alerts, and a task management toolbar.
Thanks to ClickUp automations, managers can create combinations of triggers and actions that replace manual procedures. They can choose from the hundreds of prebuilt templates or create custom automations.
Multiple actions can be chained together, and conditions can be set to determine when automations should run. The software can send notifications when specified events occur.
ClickUp integrates with a wide range of business software, including Slack, Github and Zapier.
This tool costs from $5/user/month. A free plan with limited features is also available.
Smartsheet is a user-friendly work execution and collaboration platform based on a Excel spreadsheet-style interface. It helps teams plan, track and manage projects in real-time.
Smartsheet automation empowers you to automate multiple actions and scenarios in a single workflow. This workflow can be repeated on any desired schedule.
Team members can use recurring reminders to keep work on track or set up daily reminders for any task. They can also automate status updates and streamline the approval process.
Smartsheet integrates with many enterprise-level suites, including Microsoft Teams, Adobe Creative Cloud, Slack, and Salesforce Connector.
This tool costs from $7/user/month, and a 30-day free trial is available.
Explicitly designed to serve professional services organizations, Mavenlink is a project management solution with robust tools.
The SaaS software includes process automation features, making it possible to replace manual processes and workarounds. These can be broken down into silos to give deeper insights.
Mavenlink keeps managers informed of how projects are progressing. They can forecast future outcomes or align schedules, scopes, and budgets.
Through the Mavenlink M-Bridge, businesses can connect to CRM, HCM, and financial systems.
Mavenlink offers customized pricing on request. There is no free trial.
Boomi Flow is an interactive multi-cloud platform that delivers low-code workflow automation. The drag-and-drop interface makes it simple to build workflows.
You can convert flow diagrams into fully-functional apps and publish automations with a single click. Boomi Flow is built for flexibility, running on any device, platform, or channel.
The low-code implementation encourages faster innovation and allows workflows to be deployed rapidly without custom coding. By removing the usability barriers caused by legacy software, Boomi Flow helps stakeholders work together for better results.
Via the Flow Services Server, Boomi Flow integrates with various CRM, ERP, and HR platforms—including AWS, SAP, Salesforce, and Oracle.
The company offers customized pricing on request. A 30-day free trial is available.
Kissflow is a no-code workflow automation solution that empowers teams to build their own workflows. Features include a visual form and workflow designer, contextual collaboration, metrics, and detailed reporting.
All the workflows required in any organization can be built easily using this one platform. Hundreds of templates are available in the Kissflow marketplace, covering a wide range of business needs. Departments can also create custom workflows to meet their specific requirements.
This tool integrates with popular business suites such as SAP, Salesforce, DocuSign, Google Drive, Asana, and Dropbox.
Kissflow costs from $9.80/user/month. A free trial is available on every plan level.
Now an Adobe company, Workfront aims to unlock organizational productivity at the enterprise level. The process management software 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.
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.
Workfront integrates with many key business platforms, including Google Workspace, Gmail, Adobe Creative Cloud, Microsoft Teams, and Slack.
Customized pricing is available on request. There is no free trial.
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.
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.
Need expert help selecting the right Workflow Automation Software?
We’ve joined up with the software comparison platform Crozdesk.com to assist you in finding the right software. Crozdesk’s Workflow Automation Software advisors can create a personalized shortlist of software solutions with unbiased recommendations to help you identify the solutions that best suit your business’s needs. Through our partnership you get free access to their bespoke software selection advice, removing both time and hassle from the research process.
It only takes a minute to submit your requirements and they will give you a quick call at no cost or commitment. Based on your needs you’ll receive customized software shortlists listing the best-fitting solutions from their team of software advisors (via phone or email). They can even connect you with your selected vendor choices along with community negotiated discounts. To get started, please complete the form below:
The 10 Best Workflow Automation Software Solutions Summary
14 days free trial
|From $6/user/month||Check out monday.com|
|Pricing upon request||Check out Integrify|
|From $8/user/month||Check out Wrike|
|From $5/user/month||Check out ClickUp|
30 days free trial
|From $7/user/month||Check out Smartsheet|
|Pricing upon request||Visit Website|
30 days free trial
|Pricing upon request||Check out Boomi Flow|
|From $9.80/user/month||Check out Kissflow|
|Pricing upon request||Check out Adobe Workfront|
|From $7/user/month||Check out Jira|
Here’s a few more that didn’t make the top list.
- OnTask – adds document routing, eSignature, and form-filling features to business applications
- Hive – a project management platform that simplifies multi-step projects
- Integrately – integrates workflow automation through pre-built automations
- Comindware Tracker – empowers non-technical users to design, run and modify processes with drag-and-drop simplicity
- Aiwozo – integrates robotic business process management with artificial intelligence to deliver advanced process automation
- Onspring – Non-coding software for workflow automation and productivity boost.
- Proofhub – comprehensive project-planning software for organizing and delivering projects of all sizes.
- Axonator – flexible, customizable workflows for organizations large and small.
Related List of Tools: 10 Best Workflow Diagram Software To Help Chart People & Processes 
What do you think about this list?
Do you agree with my workflow automation choices? Either way, let us know what you think in the comments below.
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You may also like to check out our blog post on workflow management software or our article on the best workflow software for small teams. And remember to check the blog regularly, because we’re always adding useful articles designed to help you succeed.
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