10 Best Workflow Automation Software List
Here's my pick of the 10 best software from the 20 tools reviewed.
Managing complex projects manually soon becomes overwhelming. You make mistakes, miss necessary steps, and your team members get lost and confused in the resulting mess. That’s no way to run a business. Fortunately, workflow automation software is here to help.
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. All you have to do is sit back, monitor progress, and hope you didn't mess up any of the steps, or it will need your intervention.
How I Picked The Best Workflow Automation Software
In picking the best workflow automation tool, I first researched the most popular software on the market for its reviews and user interface. Then I shortlisted based on factors that make software a good automation tool for any team. Finally, I used my experience in project automation to select the criteria by which I would evaluate the tools and inform my overviews.
Here’s a summary of my evaluation criteria:
User Interface (UI)
I look for workflow management tools that are visually attractive. Building workflow automations requires concentration, and you don't need a tool that requires brain power to figure it out.
Usability
I focus on all the ways in which the software helps you automate a manual process. This includes the use of a drag-and-drop builder
Integrations
I look for integrations with popular productivity apps and business tools. This includes built-in integrations with common apps like Google Drive or Slack, integrations through 3rd party software like Zapier, and custom integrations.
Pricing
I look for workflow automation that’s affordable, even for smaller organizations. Therefore, I include information on tool pricing based on monthly payments, free trials, demos and any information I find useful for you.
Why Trust Our Software Reviews
The 10 Best Workflow Automation Software Comparison Chart
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 standardizing processes | 14-day free trial + free plan + free demo available | From $9/user/month (billed annually) | Website | |
| 2 | Best for workflow customization | 14-day free trial | From $25/user/month | Website | |
| 3 | Best for dynamic workflows | 30-day free trial + free demo available | From $9/user/month (billed annually) | Website | |
| 4 | Best for workflow automation flexibility | Free plan available | From $7/user/month (billed annually) | Website | |
| 5 | Best for cross-functional processes | 15-day free trial | From $19/user/month (billed annually) | Website | |
| 6 | Best for drag-and-drop workflows | Free plan available | From $8/user/month (billed annually) | Website | |
| 7 | Best for custom LLMs | Free demo available | Pricing upon request | Website | |
| 8 | Best for no-code workflow building | Free plan available | From $34/month (billed annually) | Website | |
| 9 | Best for high-volume automation | 30-day free trial | Pricing upon request | Website | |
| 10 | Best for non-technical users | Free demo available | From $2,500/month | Website |
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Kudoboard
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
Rippling
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8 -
Willo
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8
Overviews of the Best Workflow Automation Software
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 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. As Ken Sarmadi puts it, “It’s one of the few platforms that can handle complex workflows and build interconnected systems effectively.”
Why I Picked monday.com
I like its visual workflow builder, known as monday workflows. This tool allows you to create standardized workflows using drag-and-drop blocks that represent triggers, conditions, and actions. For example, you can set up a workflow that automatically assigns tasks to team members when a new item is created, adds a delay before sending a follow-up notification, and updates the task status based on specific conditions.
Another standout feature is the AI-powered workflow generator. By simply typing out a description of the workflow you want, such as "manage and track incoming IT support requests," the AI can generate the entire workflow for you.
monday.com Key Features
In addition to process standardization capabilities, monday.com offers a variety of other features for workflow automation.
- Real-Time Insights: This feature provides visibility into ongoing processes so you can quickly identify and resolve any issues that arise.
- User-Friendly Interface: With a no-code or low-code platform, your team can create custom workflows without technical skills, which makes it accessible to all departments.
- Automated Notifications: This lets you set up automated alerts to keep your team informed about project updates without manual intervention.
- Time Tracking: You can monitor how much time is spent on tasks to boost efficiency and manage your resources more effectively.
monday.com Integrations
Integrations include Slack, Google Drive, Gmail, Typeform, Trello, Twilio, Google Calendar, Jira, GitHub, Trello, Dropbox, and Typeform. There are also thousands of other apps you can connect to using a paid Zapier account.
Pros and cons
Pros:
- Easy to create notification flows
- Long list of supported integrations
- Easy to customize a workflow or board
Cons:
- May not be ideal for very complex workflows
- May be too robust for small teams
New Product Updates from monday.com
monday.com Integrates AI Agents and Apps
monday.com now allows integration of AI agents and apps to enhance task management and insights generation. For more information, visit monday.com's official site.
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 is highly customizable, featuring 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.
Studio Creatio Key Features
In addition to customization capabilities, Studio Creatio offers several other features that cater to workflow automation needs.
- AI Tools: You can improve your automation processes with built-in AI technologies that support intelligent algorithms and integration with OpenAI, which keeps your decision-making informed.
- Creatio Marketplace: You can access a wide array of ready-to-use applications and components that can be easily integrated and customized to meet specific business needs.
- Scalability: This offers enterprise-grade scalability that can support a large number of users while maintaining high performance and reliability across workflows.
- BPMN 2.0 Process Designer: This feature lets you automate complex business processes and workflows to streamline operations across various departments.
Studio Creatio Integrations
Integrations include Chat Master, PandaDoc, SharePoint, Jira, Calendly, Zoom, Shopify, Asterisk, Microsoft Teams, Zapier, Quickbooks, and SAP BusinessOne.
Pros and cons
Pros:
- Support for AI process recommendations
- No-code designer makes it easier to adopt for non-technical users
- Fully customizable platform, adaptable to various use cases
Cons:
- Not ideal for teams looking for a quick-start solution
- May take significant effort planning and designing workflows
Smartsheet is a versatile work management platform designed to help teams organize, track, and automate their workflows. It caters to businesses of all sizes and supports a wide range of functions, including project planning, task management, and collaboration.
Why I Picked Smartsheet
Smartsheet allows you to create dynamic workflows with a simple, user-friendly interface. You can automate repetitive tasks, set up conditional logic, and connect workflows across teams for greater efficiency. Its real-time collaboration features ensure everyone stays updated on progress and deadlines. The platform also includes customizable dashboards to visualize data and gain insights into workflow performance. With these tools, you can adapt workflows quickly to meet changing business needs.
Smartsheet Key Features
Smartsheet also offers a variety of other features that help you automate and streamline your workflows.
- Automated Alerts and Reminders: This feature sends sending timely notifications about upcoming tasks and deadlines to make sure never miss a deadline.
- Pre-Built Templates: Smartsheet provides a library of templates for various industries and use cases that let you quickly set up and customize workflows.
- Resource Management: These tools help you allocate and track resources efficiently and make sure utilization is optimal across projects.
- Gantt Chart Visualization: Smartsheet offers interactive Gantt charts to help you visualize project timelines and dependencies for better planning and execution.
Smartsheet Integrations
Integrations include Microsoft Teams, Slack, Google Workspace, Salesforce, Jira, Dropbox, Box, Tableau, Docusign, and Zoom.
Pros and cons
Pros:
- Formula logic that mirrors spreadsheet behavior
- Grid and spreadsheet-style layouts available
- Automation rules can support multiple triggers
Cons:
- Governance required to keep automations clean
- Workflow branching options less flexible
New Product Updates from Smartsheet
Smartsheet Adds Provisional Member Settings for User and Budget Control
Smartsheet has launched new Provisional Member settings in the Admin Center, giving organizations more control over user management and budget predictability. Admins can now automatically downgrade or upgrade trial users based on company preferences. For more information, visit Smartsheet's official site.
ClickUp is a cloud-based project management and team collaboration platform that will help you bring all of your tools into one place and create automated workflows that save you time.
As Jeff Cypher, Head of Growth at ZenPilot, told us, "If you want to be able to track things like time, manage tasks, and have a single source of truth, that’s when ClickUp really shines."
Why I Picked ClickUp
I chose ClickUp for this list for its flexible approach to creating automations. I love how the automations module lets you create combinations of triggers and actions that replace manual procedures. You can create custom automations in a drag-and-drop interface. Additionally, you can chain multiple actions together and set conditions to determine when your automations should run. The software can send notifications when specified events occur.
However, I should note that you need the owner or admin of the software to enable automations from the ClickApps menu before you do anything else. Otherwise, you won't see the automations view in your instance of the software.
ClickUp Key Features
In addition to its flexibility, ClickUp offers a variety of automation features to help increase your team's productivity.
- Pre-Built Templates: You can quickly set up routine tasks such as assigning responsibilities and updating task statuses with a library of ready-made templates.
- Email Automation: This lets you automatically send email notifications for specific task actions to keep your team and stakeholders informed without manual intervention.
- Audit Logs: You can keep track of all automation activities within a centralized log, which makes it easy to monitor changes and maintain accountability.
- AI-Powered Updates: This lets you use AI to generate task summaries and project updates, which helps keep your team informed with minimal effort.
ClickUp Integrations
Integrations include Slack, GitHub, Zapier, Miro, Wrike, Airtable, Jira, monday.com, Salesforce, Box, and Zendesk.
Pros and cons
Pros:
- Extensive library of pre-built automation templates
- Dynamic assignees keep tasks assigned to the right people
- Highly customizable automations with triggers, conditions, and actions
Cons:
- Automation features limited on the free plan
- Some users report occasional delays in automation execution
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 chose Qntrl for its strength in managing cross-functional processes through features like Blueprint-based process modeling, form-based data capture, and role-based access controls that make sure the right people are involved at the right steps.
Its drag-and-drop workflow builder lets non-technical users quickly configure and launch end-to-end processes, while parallel transitions and stage-wise approvals allow multiple teams to collaborate simultaneously without bottlenecks. With built-in audit trails and customizable notifications, Qntrl keeps cross-departmental stakeholders informed and accountable throughout the workflow lifecycle.
Qntrl Key Features
Qntrl also offers a suite of other workflow automation features.
- Automatic Request Assignment: You can assign requests based on predefined hierarchies or dynamically through APIs to make sure tasks reach the right individuals without manual intervention.
- Post-Stage Automation: This lets you automatically trigger actions after certain stages, such as sending notifications or updating fields, to streamline follow-up tasks.
- Business Rules: You can set specific rules that dictate process behavior to maintain compliance and consistency across workflows.
- Document Generation: You can quickly create and share essential documents like purchase orders or invoices to reduce the time spent on paperwork.
Qntrl Integrations
Integrations include 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.
Pros and cons
Pros:
- Employs robust security protocols
- Advanced automation, like conditional routing
- Extensive integration capabilities, with over 500 connections
Cons:
- More features than necessary for small teams
- Learning curve for more advanced features
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 Key Features
Miro offers several other features for workflow automation and team collaboration.
- Customizable Templates: Miro provides over 300 templates that help teams quickly set up workflows and processes tailored to their specific needs.
- AI Tools: These tools can accelerate tasks by automating routine processes and generating insights, which lets your team focus on more strategic activities.
- Real-Time and Asynchronous Collaboration: Whether your team is working together in real-time or asynchronously, Miro helps make sure collaboration is efficient and effective.
- Interactive Presentation Features: You can engage your team with interactive elements during presentations and workshops, which facilitates better understanding and collaboration.
Miro Integrations
Integrations include Box, Airtable, Notion, Azure, Webex, Jira, Asana, Microsoft Teams, Google Drive, Slack, monday.com, Confluence, Zoom, and Figma.
Pros and cons
Pros:
- Miro integrates well with other tools
- The platform allows multiple users to collaborate simultaneously
- Wide range of templates available for various use case
Cons:
- Limited offline access
- Performance issues when working with large boards
Nanonets is an AI-driven platform that automates the processing of documents and manages workflows across sectors like finance, healthcare, and logistics. It efficiently handles tasks such as data extraction, invoice processing, and accounts payable, minimizing manual labor and reducing processing times.
Why I Picked Nanonets
I chose Nanonets for its AI-driven capabilities that can automate complex workflows using natural language processing, allowing you to manage workflows that interact with various apps and data sources. The platform supports custom Language Learning Models (LLMs) for tailored responses and actions, enhancing workflow customization to meet specific business needs. This lets you design workflows that are automated and adaptive to unique business environments.
Additionally, Nanonets offers a human-in-the-loop feature for manual approvals, providing an extra layer of accuracy in automated workflows. It's also a no-code platform, so you can automate these workflows without coding expertise.
Nanonets Key Features
Nanonets also offers a variety of other features that make it appealing as a workflow automation tool.
- Advanced Optical Character Recognition: This feature lets you convert various document types into editable data, which streamlines document processing tasks.
- Automated Workflows: You can set up workflows that handle repetitive tasks, which frees your team up to focus on more strategic activities.
- Multiple File Upload Options: This lets you upload and process multiple documents simultaneously, which improves efficiency in handling bulk data.
- Data Extraction Capabilities: You can extract data accurately to reduce errors and make sure your workflows maintain high levels of precision.
Nanonets Integrations
Integrations include QuickBooks, Salesforce, Google Sheets, Dropbox, and Zapier.
Pros and cons
Pros:
- Simple API for easy integration
- Compatible with multiple programming languages
- Data extraction features
Cons:
- Fewer customization options than other tools
- May not be suitable for more extensive machine learning projects with large datasets
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 Key Features
Jotform Workflows offers several other key features that make it a versatile tool for automating tasks.
- Conditional Logic: You can customize your workflows to perform different actions based on specific criteria, which allows for more dynamic and responsive task management.
- Task Assignment: This lets you easily assign tasks to team members and keep everyone informed and accountable within your workflow.
- E-Signature Collection: You can integrate e-signature capture into your workflows to facilitate document approvals and ensure secure sign-offs.
- Real-Time Monitoring: This lets you track the progress of workflows with live updates, so you can quickly identify and address any issues.
Jotform Workflows Integrations
Integrations include Microsoft Teams, Slack, Google Sheets, Zoom, Google Calendar, Zoho CRM, and Pipedrive. Jotform Workflows also works with Zapier to help you connect to thousands of other software options.
Pros and cons
Pros:
- Flexible conditional logic and branching for dynamic workflows
- Parallel processing can handle multiple tasks simultaneously
- Automated email notifications to keep stakeholders informed
Cons:
- Customization post-form submission can be cumbersome
- Customization options for the visual interface could be more advanced
Camunda is a workflow automation software that helps teams design, execute, and manage complex business processes.
Why I Picked Camunda
Camunda's Zeebe engine is built for high-throughput, distributed environments, making it ideal for automating high-volume, mission-critical processes. It avoids traditional database bottlenecks by using an event-driven architecture, allowing you to process thousands of workflow instances per second with low latency. This is especially useful if you're orchestrating microservices, APIs, or systems that require fast, reliable automation.
I also like its ability to handle both automated and human tasks within the same process. You can assign user tasks, manage RPA bots, and automate decisions all in one flow. Its native support for BPMN and DMN ensures that what you model is exactly what runs, giving you full control and transparency over your workflows.
Camunda Key Features
Camunda offers several other features that can help you automate your workflows and processes.
- Visual Workflow Modeling: This feature lets you design and optimize workflows using BPMN standards through an intuitive drag-and-drop interface. This helps maintain clarity and collaboration across your team.
- Dynamic Task Allocation: You can automatically assign tasks based on resource availability and expertise, which helps improve efficiency and balance workloads within your organization.
- Real-Time Monitoring and Analytics: This provides dashboards that give insights into workflow performance and let you identify bottlenecks and make informed decisions for continuous improvement.
- Low-Code Development: The low-code modeler integrates BPMN notation, so you can create compliant models with minimal programming knowledge.
Camunda Integrations
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 ProcessMaker.
Pros and cons
Pros:
- API-first approach makes it easy to integrate with various systems
- Provides visibility into running processes
- Offers highly scalable architecture
Cons:
- Running at scale may require significant infrastructure resources
- Steep learning curve, not beginner friendly
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 Key Features
In addition to being user-friendly for non-technical users, Kissflow Workflow offers several features for workflow automation.
- Kissflow AI: This lets you automates processes, make better decisions, and help your team focus on strategic tasks.
- Workflow Orchestration: This simplifies the management of complex workflows, so your processes run smoothly and efficiently.
- App Builder: You can create applications using low-code/no-code tools to develop solutions tailored to your business needs.
- Role-Based Access Control: You can assign permissions and access levels to different team members, which makes sure everyone has the right level of access to perform their tasks efficiently.
Kissflow Workflow Integrations
Integrations include Mailchimp, ActiveCampaign, Docusign, Basecamp, Dropbox, QuickBooks, Google Workspace, and Slack. You can also build custom integrations using Kissflow's APIs.
Pros and cons
Pros:
- Audit trails and user actions for compliance
- Scale basic processes as your team grows
- Launch no-code workflows without IT help
Cons:
- Difficult to change published workflows
- You might hit customization limits for complex workflows
Other Tools
- Pneumatic Workflow
For templated workflows
- Integrately
For an AI automation builder
- Boomi Flow
For low-code workflow automation
- SysAid
For IT service management
- Hive
For beginners
- Kantata
For professional services
- Adobe Workfront
For comprehensive project oversight
- StreamWork
For creative workflows
- Make
For visual-first automation
- DocuWare
For document management
Workflow Automation FAQs
Find answers to common questions about this topic.
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What's Next?
If you're in the process of researching workflow automation softwares, connect with a SoftwareSelect advisor for free recommendations.
You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.
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