The Best Tools to Consider for Your Workflow Automation
Do you, too, feel:
- crippling anxiety when reading business owners’ and managers’ success stories on how well their daily tasks and work processes are optimized?
- unmotivated and disengaged when performing dull, repetitive tasks?
- unproductive when you finally get down to the aspects of your business that really matter?
If you recognize yourself in any of these, worry not. Unlike many other business areas, battling the issues of mundane business processes does have its “silver bullet.”
It’s called workflow automation.
In reality, many day-to-day work tasks, such as data entry, lead nurturing, and accounting, are rather repetitive and tedious. As a result, professionals who perform such tasks are often more prone to error, have trouble making creative or strategic decisions, and feel poor work satisfaction.
Automating these processes is a huge step forward in improving your teams’ performance and maximizing the company’s time and cost savings. Moreover, workflow automation allows you and your employees to focus more on things that actually matter to growing your business.
Luckily, workflow automation tools are abundant on the market, donning powerful features to help you streamline different business processes. Yet, before committing to any of these tools, make sure you define which tasks your business needs automated and choose the perfect tool accordingly.
To ease your path to finding the ideal tool for your company, we’ve outlined the best workflow automation software out there.
What is Workflow Automation?
Workflow is a series of tasks involving people, information, and systems that process a set of data. Usually, a workflow has a specific sequence of activities through which a task passes from initiation to completion.
As the name suggests, workflow automation indicates the application of tools and software to automate different business processes. Workflow automation tools are used both by large-scale enterprises and smaller businesses to help optimize resources and promote scaled growth.
Whether you’re looking to automate your finance, marketing, or IT processes, workflow automation tools can alleviate all departments of their manual tasks.
Benefits of Workflow Automation Tools
According to Salesforce’s 2020 study, the majority of IT leaders reported workflow automation tools to help save between 10% and 50% of the time and costs previously associated with manual task processing.
Moreover, WorkMarket’s 2020 In(Sight) Report suggested over 50% of organizations agree that automation tools minimize human error, and 8 out of 10 business leaders believe automation increases productivity. The same research noted that 85% of business leaders consider automating workflow allows them and their employees greater focus on the processes that truly matter to the company.
Camunda’s The State of Process Automation report noted an astounding 97% of IT decision-makers believe process automation is crucial to digital transformation.
Business professionals hold workflow automation in high regard for a reason. So if your business is ready to reap the enormous benefits of these tools, we present you with the ultimate guide to the top workflow automation software on the market.
Best Workflow Automation Tools
Here’s our overview of the best workflow automation software currently available on the market. While all these tools are powerful and feature-packed, keep in mind that they are not all equally suitable for different businesses.
Whereas certain tools can do wonders in optimizing and automating tasks for an average-sized custom web development company, large enterprises with hundreds of employees will probably require more robust automation solutions.
That’s why we’ve listed our ten automation favorites with features and pricing options that you can easily tailor to your teams’ and business needs.
Flowlu is an easy-to-use business management tool designed specifically for small and mid-sized businesses.
The software aims to streamline the work management and collaboration processes between team members.
Flowlu is flexible, with customizable workflows and fields, automation, and templates. It offers integration with dozens of applications, including Google, Mailchimp, PayPal, and Calendly. In addition, users can create detailed project planning with project workflows.
It also provides several task view options including calendar, GTD and kanban board. Moreover, Flowlu includes such tools like knowledge base, mind maps, and client portal. Finally, Flowlu offers time tracking and progress monitoring features to ensure timely project completion.
Kissflow is among the leading workflow automation tools with a decade-long presence on the market. This cloud-based, no-code workflow management tool allows you to create automated processes, handle case flows, build project boards, and much more.
This automation tool supports structured and unstructured workflows. Kissflow’s lightweight drag-and-drop editing allows quick and easy business process app creation, modeling, and deployment.
In addition, Kissflow is straightforward to use, highly adaptable, provides customizable workflows and dynamic routing.
Kissflow enables you to connect all your technology into one place thanks to vast app integration possibilities. In addition, trigger-based workflows and advanced reporting features make it easy to prioritize and delegate tasks.
All in all, Kissflow offers you numerous features, customizable workflows, and a user-friendly design with pricing and options most suitable to mid-sized and large-sized businesses.
Zapier is an online workflow automation tool that enables you to connect various business and productivity apps. You can build Zaps, i.e., individual automations, in just a few clicks, thanks to an abundance of pre-crafted templates from lead generation to social media marketing.
The workflow automation tools offer an abundance of cross-department features: real-time integration, API and Flow Designer, and pre-built and custom connectors for development teams. In addition, the management department will appreciate Zapier’s powerful monitoring and notification, routing, and data mapping.
Last but not least, features such as data transformation and encryption, file transfers and Big Data processing all make Zapier one-of-a-kind automation software.
Zapier allows you to customize tasks based on your team’s needs, dons a user-friendly interface, and enables cross-integration with all major business and productivity platforms.
Monday.com is here to make not only your Mondays blissful but the remainder of the week as well. This workflow management tool offers a simple yet intuitive structure, no-code automation and customizable alerts and notifications.
At the tool’s core lies monitoring, managing and tracking of workloads. In addition, Monday.com ensures easy communication, collaboration, and data visualization thanks to its user-centric design.
Moreover, Monday.com allows workflows views in various ways, including Kanban boards and Gantt charts. The software’s integrations include Trello, Dropbox, Slack, Jira, and GitHub.
Monday.com’s intuitive design saves time and effort and keeps the team on track of responsibilities.
Snov.io is among the top cold email management systems on the market. This outreach automation platform offers tools for deal management, lead generation, email verification, email sending, and email tracking.
Snov.io allows you to easily scale your outreach process, create personalized emails, find more leads, verify contacts, track your leads’ progress, and automate cold outreach. In addition, the workflow automation tools can sync your data with more than 2,000 sales and marketing tools to ensure complete workflow control.
Besides, this platform comes with a free CRM feature-packed with options for building custom pipelines and managing deals.
Nintex is among the best-known workflow automation tools designed for intelligent process automation. This no-code tool can automate the processes of team collaboration and content management.
Used by more than 10,000 public and private sector organizations across 90 countries, Nintex helps accelerate digital transformation by quickly and easily managing, automating and optimizing business processes.
Nintex also features a browser-based drag-and-drop environment for creating business workflows to help you optimize processes, integrate content and make way for seamless collaborations for team members.
Thanks to Nintex, businesses can automate processes and gain insights to improve and save time.
Automate.io is cloud-based automation software that helps you automate everyday business processes such as email marketing, social media marketing, content marketing, lead generation, lead nurturing, sales prospecting, etc.
With Automate.io, you can easily manage tasks, collaborate with the team, get real-time reports, store and share encrypted data, and integrate the platform with over 200 popular tools, including Gmail, ZenDesk, Salesforce, Google Sheets, PayPal, and others.
The Indian startup quickly became a leading cloud integration and workflow automation platform. Teams can connect their favorite web apps and create one-to-one integrations or complex workflows using a drag and drop interface without coding.
As its name suggests, Process Bliss is a workflow management software that transforms all your business processes into a -bliss. The platform dons a robust workflow builder and process-quality analytics to help centralize workflow with ease.
With the workflow software, you can map, organize, execute and improve your repetitive business processes.
Process Bliss can be integrated with over 2,000 applications, including CRM, email, and finance software, such as Microsoft Office 365, Gmail, Google Sheets, Google Calendar, Trello, Salesforce, Slack, and Feedly.
The software is a powerful and straightforward project management tool that facilitates easy collaboration and clear team progress.
ProcessMaker is an open-source BPM (business process management) and workflow tool.
Feature-packed nature and easy-to-use interface make ProcessMaker one of the most straightforward workflow automation tools on the market. The tool assists organizations in designing, automating and deploying work processes of different scales.
ProcessMaker features a simple drag-and-drop modeling tool that enables users to create and edit process diagrams. In contrast, you can draft letters, invoices, contracts, and other documents with the document builder feature.
Flokzu is a low-code workflow tool based on the older BPMN system. With a drag-and-drop interface, users can manage time, tasks, deadlines, rule-based processes, and notifications without doing any coding.
The tool is highly customizable in document generation, process design and repository. In addition, Flokzu ensures smooth collaboration thanks to its features, including data unification and sharing and process routing. This workflow automation software provides process overview and analysis and real-time process monitoring options to ensure top-notch processing management.
About the Author
Travis Dillard is a business consultant and an organizational psychologist based in Arlington, Texas. Passionate about marketing, social networks, and business in general. In his spare time, he writes a lot about new business strategies and digital marketing for DigitalStrategyOne.