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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.

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.

Best for customer and sales-related workflows

  • 14-day free trial
  • From $25/user/month
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Rating: 4.7/5

Creatio CRM is a comprehensive customer relationship management tool designed for businesses of all sizes, from SMBs to large enterprises.

Why I picked CRM Creatio: CRM Creatio offers a more targeted approach than the Studio Creatio suite, focusing specifically on customer, marketing, and sales processes. It offers a no-code platform and drag-and-drop designer to automate workflows, allowing businesses to tailor their processes to their unique industry and needs.

Additionally, CRM Creatio offers a centralized workspace known as Creatio Copilot, which aids in the configuration and deployment of AI use cases. This feature is particularly advantageous for businesses looking to leverage AI to further enhance their processes and gain actionable insights. The platform's visual analytics tools also help in identifying bottlenecks and optimizing workflows, ensuring that processes run smoothly and efficiently.

CRM Creatio Standout Features & Integrations

Features include AI-powered workflow recommendations that help businesses optimize processes by suggesting improvements based on real-time data. CRM Creatio also supports multi-channel communication automations that enable interaction with customers across email, social media, and other platforms.

Integrations include Accelo, Act!, ActiveCampaign, Acumatica, Adobe Analytics, Asana, Microsoft Exchange, Excel, Mailchimp, HubSpot Marketing Hub, Google Calendar, and Tableau.

Best for creative workflows

  • 14-day free trial + free forever plan
  • From $10/user/month (billed annually)

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.

Best for no-code workflow building

  • Free plan available
  • From $34/month (billed annually)
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Rating: 4.7/5

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.

Best for cross-functional processes

  • 15-day free trial
  • From $8/user/month
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Rating: 4.5/5

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.

Best for drag-and-drop workflows

  • Free plan available
  • From $8/user/month
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Rating: 4.8/5

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.  

Best for data collection projects

  • Free plan available
  • From $34/month (billed annually)
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Rating: 4.7/5

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. 

Best for no-code workflow automation

  • 14-day free trial
  • From $25/user/month
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Rating: 4.9/5

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.

Best for developer-friendly interfaces

  • 30-day free trial
  • From $49/month
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Rating: 4.4/5

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.

Best for non-technical users

  • Free demo available
  • From $15/user/monthly
Visit Website
Rating: 4.3/5

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.

Best for comprehensive project oversight

  • Free demo available
  • Pricing upon request
Visit Website
Rating: 4.1/5

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.

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.

Other Tools

  1. Integrately

    For an AI automation builder

  2. Boomi Flow

    For low-code workflow automation

  3. Height

    For projects across different teams

  4. Assembly

    For customizable templates

  5. ClickUp

    Shared workflows with external apps

  6. Nanonets

    For custom LLMs

  7. monday.com

    For standardizing processes

  8. Smartsheet

    For dynamic workflows

  9. SysAid

    For IT service management

  10. Hive

    For beginners

Workflow Automation FAQs

Find answers to common questions about this topic.

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. 

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