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. The workflow automation features cut out repetitive tasks and ensure that your processes become standardized.

Why I picked monday.com: You've seen how many ads are out there talking about this tool. Well, let me tell you that not all their money goes into advertising as the automations in this platform are exquisitely developed. The automations builder is extremely easy to use and will let you build dozens of automations in minutes. You can either build automations from scratch or select one of the many automation templates available in the platform. These automations go beyond the tool and extend to other tools it integrates with, like Slack or Clearbit.

What I like the most is that these automations are not exclusive to one of their products. You will find this in all three versions of monday.com (work, dev, and sales).

monday.com Standout Features & Integrations

Features like the notifications panel gather alerts triggered by automations so you can stay on top of the creation of a new project or an assignee changing within a task. I also like the way the no-code builder is programmed. This makes it very easy to select a trigger, and use dropdowns to select the conditions and the action that will result from it.

Integrations include project management apps like Slack, Google Drive, Gmail, Typeform, Trello, Twilio, Google Calendar, Jira, GitHub, Trello, Dropbox, and Typeform. There are also thousands of additional apps you can connect to using a paid Zapier account.

Pneumatic is a workflow management software that allows you to build and automate workflows for your business processes. You can organize your workflows into templates for easier reproduction and quicker creation in the future.

Why I picked Pneumatic Workflow: The software's workflow builder can be used to create any task or workflow you need for your team. You can establish pre-defined variables like names, assignees, descriptions, and required policies or standard operating procedures (SOPs). Once you've built a workflow template, the dashboards help you track what's progress, started, and completed.

You can include external parties in your workflow, and easily invite guests by email. Admins can also use the workflow management software to configure role-based access permissions for individual staff members and teams. You can generate filtered and customized reports to understand your workflow performance, and receive weekly process summaries.

Pneumatic Workflow Standout Features & Integrations

Features include templates, unlimited workflows, external guests, kick-off forms that you can publicly share, conditional workflow logic, and granular access controls.

Integrations can be built with the system's API, or configured by connecting either Zapier or Make.

Height is a flexible and inclusive project management tool that can be shared across the entire organization. It enables you to effectively centralize your 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. You can use the tool to create complex workflows with as many triggers, actions, and filters as you want.

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 the task management solution which allows you to plan, organize, and manage 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. Additionally, the roadmaps feature lets you plan, visualize, and share your vision for the product or upcoming project over a period of time.

Integrations include GitHub, GitLab, Notion, Discord, Sentry, Zendesk, Slack, Discord, Figma, Slab, and Fivetran. You can access additional integrations through a paid account with Zapier.

SysAid is a service desk and IT service management (ITSM) software that is designed to help businesses streamline their IT services and manage workflows more efficiently. It's includes a fairly comprehensive set of tools, including incident and request management tools, problem and change management tools, and IT asset management tools.

Why I picked SysAid: SysAid is both extremely customizable and scalable, meaning you can customize it to fit your business needs, whether you're a small startup or a large corporation. It's workflow automation system additionally incorporates AI and machine learning features to help identify patterns and proactively take action, such as assigning tickets to the most appropriate support agent or escalate issues as needed. SysAid also allows you to manage your IT assets throughout their lifecycle using barcode scanning, streamlining the asset management process and improving accuracy.

SysAid standout features and integrations:

Features include self-service incident management and ticket tracking, which allows users to view the the status of their submitted service requests and incidents through a self-service portal. This transparency and real-time visibility into ticket status help users stay informed and ensure that their issues are being addressed in a timely manner. SysAid also incorporates gamification elements into its platform to enhance user engagement and increase productivity, foster teamwork, and create a sense of accomplishment among IT staff.

Integrations include Slack, Jira, Microsoft Teams, Nagios, SolarWinds, Zabbix, ServiceNow, TeamViewer, Remote Desktop Protocol (RDP), and Active Directory (AD)

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 you to build complex systems that are tailored specifically to your needs. Jotform 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 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.

Another thing I really like about this tool is that you can host it in almost any place you can think of. The beauty of this is that you can easily comply with local regulations relating to data privacy.

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. 

Next Matter is the platform for capturing and automating a business’s high-impact workflows – no matter how unique or complex. It accomplishes that by offering workflow builders all the custom tools required to mirror complex workflows to the exact specifications of the business, as well as a no-code management and optimization experience for teams looking to scale up. 

Why I picked Next Matter: Next Matter offers the reliability and performance of custom code, with the speed and flexibility of no-code – so complex workflows can be ready for go-live in just hours. The no-code building blocks are easy-to-use and cover an enormous range of operational functions and use cases, and advanced Builders can use low-code blocks to craft custom activities for everything else.

Next Matter’s no-code workflow management experience is equally impressive. The platform provides managers with full operational transparency and the ability to track workflow status at high and granular levels, in real-time. Managers and executives alike can use powerful reporting and analytics to spot improvement opportunities, and optimize workflows on the fly.

Lastly, Next Matter engages end users – employees, suppliers, customers, and more – with delightful, personalized experiences that reduce coordination friction and cognitive load. If you’re ready to bring reliable automation and scalability to your most complex workflows, and you’re looking to see real results fast, check out Next Matter. 

Next Matter Standout Features & Integrations

Features include no-code / low-code tools and custom building blocks to recreate, launch, and optimize workflows, an all-in-one workspace for workflow orchestration, external steps, granular permissions and visibility controls, custom workflows triggers, advanced workflow logic, and more. 

Integrations out-of-the-box include Slack, GSuite, Office 365, Sendgrid, Hubspot, Zendesk and many others, while an API can be used to connect custom apps, databases, and more.

Pricing:

14-day free trial

From $20/user/month (minimum 50 users)

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: The software 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, 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.

Qntrl Standout Features & Integrations

Features that caught my attention were the ones related to the granular control over processes. I was especially surprised by the fact that I can assign who is responsible for each step of a process. Additionally, you can gain better insights into your 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.

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.

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. The solution is also 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.

In addition, Camunda is designed to handle complex logic with branching. 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. 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 workflow management, BPMN modeling, automations, task management, process monitoring, user management, and third-party integrations/add-ons. 

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.

Camunda is free for up to five modeling users.

Now an Adobe company, Workfront aims to unlock organizational productivity at the enterprise level.

Why I picked Adobe Workfront: 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.

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. 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.