June 21, 2023

Best Workflow Automation Software 2024

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If your team has any recurring tasks ― and most businesses do ― then workflow automation could save you time. Of course, automating workflows can feel intimidating. That’s why you need a good workflow automation software to help you get automated quickly.

So let’s cover our hand-picked favorites and what sets them apart from other workflow automation tools out there.

  • Zapier is best for the number of software integrations.
  • ClickUp is best for built-in project management tools.
  • Integrify is best for process collaboration.
  • Kissflow is best for process reporting.
  • Flokzu is best for creating flexible workflows.
  • Jira Work Management is best for task management.
  • Wrike is best for customizing tasks and analytics.

If you don’t see the right automation tool for your business, look at our business process management and project management software guides for more process and workflow management options.

Top workflow automation software

Free trial Starting price (paid plans) Selling point
Zapier Yes $19.99/user/mo. Many integrations Try Zapier
ClickUp No $7.00/user/mo. Project management tools Try ClickUp
Integrify Yes Unlisted Process collaboration Try Integrify
Kissflow Yes $15.00/user/mo. Easy reporting Try Kissflow
Flokzu Yes $14.00/user/mo. Flexible workflows Try Flokzu
Jira Yes $7.75/user/mo. Planning and roadmap tools Try Jira
Wrike Yes $9.80/user/mo. Customizable tasks and analytics Try Wrike

Zapier: Best for software integrations


Pros

  • Over 5,000 app integrations.
  • 14-day free trial.
  • Maximum of 100 steps per workflow.
  • Free plan for single-step automations.

Cons

  • Limited automations and refreshes on low-tier plans.
  • Premium apps are reserved for high-tier plans.
  • Overage rate for tasks over the monthly limit.
  • No non-automation tools.

Integrations: Zapier connects to more apps than any other workflow management software. From project management apps to human resources to CRMs, Zapier integrates with all kinds of software.

Multi-step workflows: Zapier lets you include up to 100 steps in your automated workflow. It makes it possible for complex processes, seamless data flow between apps, custom workflows, and meeting growing business needs, all of which increase efficiency and productivity.

Free plan: Get basic process automation at no cost. Create single-step automations with up to 100 actions per month with Zapier’s free plan.

Zapier is available for free for individuals who need the basics of automation.

Starter plan starts at $19.99 per month, billed annually. 

Professional plan starts at $49 per month, billed annually. 

Team plan starts at $399 per month, billed annually. 

Company plan starts at $799 per month, billed annually.

Dealing with countless applications is already time-consuming in itself, but repeating tasks on each of them is even more nightmarish. And that’s why we chose Zapier. Its immense number of software integrations can save you substantial time and labor.

Zapier is a workflow automation software that uses a no-code, drag-and-drop process editor. It can help you automate everything from single-step recurring tasks to very complex workflows.

What makes Zapier stand out, though, is its sheer number of software integrations. Zapier works with more than 5,000 apps. From Gmail to Slack to Trello to Stripe, Zapier can help you automate processes for all your business software. 

Many of the other workflow automation tools on this list use Zapier to power their own software integrations. And on the off chance you can’t find the integration you need in Zapier’s app list, you can submit a request for a new app or build it yourself.

ClickUp: Best for built-in project management tools


Pros

  • Below-average pricing.
  • Tasks, goals, and other project tools.
  • Docs, whiteboard, and more collaboration tools.
  • Free plan with some automation.

Cons

  • No free trial.
  • Potential for bugs with regular updates.
  • Complaints of slow software and sync issues.
  • Less automation customization than other solutions.

Project management: Plan and track your projects with a Kanban board, Gantt chart, sprint planner, and other essential task management features.

Collaboration: Make the most of your team synergy with ClickUp’s built-in chat, collaborative document processor, and virtual whiteboard ― everything you need to communicate and brainstorm.

Free plan: ClickUp offers a free plan for unlimited users. You get up to 100 automation actions per month in addition to lots of project management and collaboration tools.

Pricing

Unlimited plan starts at $5 per member per month, billed annually. 

Business plan starts at $12 per member per month, billed annually.

Business Plus starts at $19 per member per month, billed annually.

Enterprise Edition requires custom pricing.

Why we chose ClickUp

It is vital to keep all teams on the same page to ensure that tasks are completed efficiently and accurately. That’s where ClickUp comes in handy. Its built-in project management tools can help automate workflow and team collaboration for a seamless stream of project completion.

Pricing

Unlimited plan starts at $7 per member per month, billed annually. 

Business plan starts at $12 per member per month, billed annually.

Enterprise Edition requires custom pricing.

It is vital to keep all teams on the same page to ensure that tasks are completed efficiently and accurately. That’s where ClickUp comes in handy. Its built-in project management tools can help automate workflow and team collaboration for a seamless stream of project completion.

ClickUp is an all-in-one work management software. It includes workflow automation tools, but it also has tools for project management, team collaboration, improving productivity, and providing insights into project progress.

In other words, you should think of ClickUp as way more than just an automation tool. Sure, some other automation software includes a handful of task management features. But few include as many as ClickUp, which offers standards like Gantt charts, kanban boards, subtasks, and multiple task views.

That’s all in addition to ClickUp’s full-featured workflow automation. Put simply, ClickUp lets you take care of all your workflow management needs with one software ― without compromising the automation or the project management.

Integrify: Best for process collaboration


Pros

  • Comments and notes on automations.
  • Unlimited automations and actions.
  • Cloud and on-premise platform options.
  • Named or concurrent users license options.

Cons

  • Opaque pricing.
  • Limited appearance customization.
  • Learning curve to adopt.
  • Fewer native integrations than other software.

Process collaboration: Stop automating workflows in a silo. Leave notes and comments directly on the process creator as you refine a custom workflow together.

Audit trail: Keep tabs on everything your automated workflow does with Integrify’s audit trail feature.

Intranet: Aside from automating workflows, Integrify can also work as a lightweight intranet solution. Use its dashboard tool to create a simple site for employees and vendors.

Pricing

Integrify is subscription-based. The biggest cost factor is the number of users and there are discounts at certain tiers. Users can be either named or concurrent depending on your needs.

Why we chose Integrify

Refining workflows plays an essential role in building a process. We chose Integrify because of its ability to add notes and comments and automate workflows, thus resulting in a more precise and effective operational procedure.

Pricing

Integrify is subscription-based. The biggest cost factor is the number of users and there are discounts at certain tiers. Users can be either named or concurrent depending on your needs.

Refining workflows plays an essential role in building a process. We chose Integrify because of its ability to add notes and comments and automate workflows, thus resulting in a more precise and effective operational procedure.

Integrify is a low-code workflow management and automation software. Its platform includes a  process creator, a form designer, and process reporting tools. 

While Integrify has a lot in common with other workflow software out there, it includes some interesting extras, like the ability to add notes and comments as you build a process. That makes Integrify ideal for teams that want to collaborate as they create and refine their business workflow.

Likewise, Integrify lets you test-run processes, and it creates audit trails for all automation workflows, meaning you can collaborate without worrying about breaking your workflow.

Kissflow: Best for process reporting


Pros

  • Custom and pre-set reporting.
  • 7-day free trial.
  • Simple interface.
  • Highly customizable workflows.

Cons

  • 20 users minimum.
  • Paid knowledge base.
  • Limited mobile functionality.
  • Reported bugs with updates.

Reporting: Kissflow includes standard reports, or you can build custom reports. It also lets you create pivot tables, so you can manipulate your data without going into Excel.

Interface: Customers have tons of praise for Kissflow’s clean user interface. While business process automation can get complicated, users agree Kissflow makes it simple to learn.

Workflows: Kissflow’s workflow engine can handle complicated processes. Create multi-step processes with parallel branches, conditional logic, and user permissions.

Pricing

Small Business plan starts at $15 per user per month, billed annually (50 users minimum).

Corporate plan starts at $20 per user per month, billed annually (100 users minimum).

Enterprise Edition requires custom pricing.

Why we chose Kissflow

Identifying bottlenecks can help improve production and output. With Kissflow’s options for process automation, you can generate specific reports that can help you locate these holdups.

Small Business plan starts at $15 per user per month, billed annually (50 users minimum).

Corporate plan starts at $20 per user per month, billed annually (100 users minimum).

Enterprise Edition requires custom pricing.

Identifying bottlenecks can help improve production and output. With Kissflow’s options for process automation, you can generate specific reports that can help you locate these holdups.

Kissflow offers both no-code and low-code options for process automation and app building. That gives Kissflow enough flexibility to work as a marketing automation software, light project management tool, or workflow management platform.

We love Kissflow’s process reporting tools. They offer the perfect mix of powerful analytics and a simple interface. You can, for example, stick to basic metric-based reports to see data on your workflow automation system, or you can pull custom reports to dig deeper into task or process data. 

On top of that, Kissflow makes it easy to build dashboards with no code or just a little to make your reporting simple to access and understand.

Flokzu: Best for flexible workflows


Pros

  • 14-day free trial.
  • Unlimited storage with Premium plan.
  • Ability to substitute team members.
  • Automated emails outside the organization.

Cons

  • Few native integrations.
  • Limited customization for automated emails.
  • No customization for software appearance.
  • Slow customer support response times.

Timers: Set up process automation to run for a certain length of time before stopping or to run intermittently. You can also pause processes or set up timers to change processes at a certain time.

Substitutions: Temporarily swap out one team member with another in your workflow. Flokzu’s workflow automation solution helps you ensure constant coverage of your important processes.External participants: Have Flokzu send automated emails outside your organization as part of your business process. Recipients can respond with text or file attachments.

Standard plan starts at $14 per month, billed annually. 

Premium plan starts at $20 per month, billed annually. 

Enterprise Edition requires custom pricing.

Having a business process management solution that can adapt to your needs can be a game-changer. We chose Flokzu for its intuitive ability to let you create and automate workflow, resulting in a more consistent and coherent operation.

Flokzu is a business process management software that allows you to create forms, automate processes, run reports, and integrate through APIs. It uses Zapier to integrate with many other software applications.

Flokzu includes a few tools that make it more flexible than your average workflow software. For example, it lets you easily make team member substitutions, so when someone is out of the office, you can update your custom workflow to loop in an alternate team member. That way, your workflow can continue uninterrupted.

Likewise, Flokzu lets you set timers and pauses as you automate workflow. Simply put, Flokzu’s workflow software can keep up with your changing process needs.

Jira Work Management: Best for task management


Pros

  • Streamlined task and project management.
  • User-friendly interface.
  • Customizable workflows.

Cons

  • Steep learning curve.
  • Complicated interface for non-technical users. 
  • Some customization options can be overwhelming.

Jira issues: In Jira, an issue refers to a unit of work or task that needs to be tracked, managed, and resolved within a project. It allows Jira to record each item of work that needs to go through the workflow’s completion steps.

Task Creation: Users can construct tasks for themselves and other team members, complete with details, due dates, and reminders.Roadmaps: Jira roadmaps provide simple planning that enables teams to better manage dependencies and monitor real-time progress. Roadmaps are beneficial for planning large portions of a project’s work several months in advance.

Jira is available for free for 10 users, monthly subscription only.

Standard plan starts at $500 billed annually.

We chose Jira because it supports collaboration across all teams, thus allowing users to plan, assign, track, report, and manage work. As a result, organizations experience improved efficiency, increased transparency, and streamlined workflows.

Jira Work Management software is ideal for non-technical business teams looking to streamline their work processes. It excels in task and project management, enabling teams to create, assign, and track tasks efficiently. The software offers customizable workflows, allowing businesses to tailor it to their specific needs. 

Collaboration and communication features foster effective teamwork, while project tracking and reporting capabilities provide visibility and insights. Integration with other tools ensures seamless data flow, and the software’s customization options and scalability make it adaptable to evolving business needs. 

With its user-friendly interface, Jira Work Management simplifies task management for non-technical users, facilitating quick adoption and improved productivity.

Wrike: Best for customizing tasks and analytics


Pros

  • 14-day free trial.
  • Users can share ideas and best work in a shared workspace.
  • Ability to customize remote collaboration environments.

Cons

  • Setting up the right workflow can be time-consuming.
  • May require someone with project management experience.

Document Management: Wrike supports document management, enabling multiple team members to simultaneously work on documents, ensuring version control, and preventing file duplication.

Reporting and Analytics: With Wrike’s reporting and analytics capabilities, users can measure project performance, monitor team progress, identify bottlenecks, and make decisions based on data.Time Tracking and Resource Management: Wrike’s time tracking features allow users to monitor work hours and project progress. It facilitates resource allocation, task prioritization, and workload administration.

Wrike offers free subscription.

Team plan starts at $9.80 per user per month, billed annually.

Business plan starts at $24.80 per user per month, billed annually.

Enterprise and Pinnacle Subscriptions require custom pricing.

Wrike is highly customizable and can create and share custom reports with clients. With its key features, Wrike can generate detailed reports and protect client data at the same time.

Wrike transforms teamwork with its all-in-one collaboration and project management tool. The software boosts project and task productivity.  Wrike monitors team performance and results. It also has visual, dynamic reports shareable with all stakeholders. 

Furthermore, Wrike manages team bandwidth and prevents under- and overwork by tracking time and effort and managing workload. This project management platform gives enterprises the benefits of a cloud platform while letting them manage data on-premise. It gives teams enterprise-grade security and complete data encryption control.

Wrike has multiple features that can help streamline management. These features include Kanban boards, Gantt charts, time tracking and automated reporting.

Choosing the best workflow automation solution

While we recommend all the workflow software above, the best workflow automation software for your business depends on your unique situation.

  • If your team wants to power automate tasks across lots of different applications, try Zapier and its thousands of software integrations.
  • If you’d like to keep your business process management and your project management in one convenient software, use ClickUp with its many PM tools.
  • If you need to collaboratively create, update, and refine your custom workflow, get the Integrify workflow tool so you can leave comments and notes on your processes.
  • If you have a data-driven business, sign up for Kissflow to get powerful analytics in a simple package.
  • If your team wants a workflow tool that can keep up with changing needs, get Flokzu and enjoy its flexible workflow automation tools.
  • If you require task collaboration across teams, get Jira and enjoy its ability to allow users to assign, track and manage work. 
  • If you need to generate customizable detailed reports, Wrike can make it happen and protect your client data, too. 

If you don’t see the right workflow automation software in our picks above, check out more options in our business process management or project management software guides.

Featured project management partners

1 monday.com

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monday.com Work OS is the project management software that helps you and your team plan, execute, and track projects and workflows in one collaborative space. Manage everything from simple to complex projects more efficiently with the help of visual boards, 200+ ready-made templates, clever no-code automations, and easy integrations. In addition, custom dashboards simplify reporting, so you can evaluate your progress and make data-driven decisions.

Learn more about monday.com

2 Wrike

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Wrike’s top-notch workflow management software allows you to easily visualize priorities, boost collaboration, and maintain control of your projects. Bonus: you can move seamlessly between apps, without logging in or out. Wrike has more than 400+ integrations with popular platforms such as Google, Dropbox, Microsoft Office, and many more. Automation and AI features strip away time-consuming admin tasks so you can do the best work of your life.

Learn more about Wrike

3 Smartsheet

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Smartsheet is an online work execution platform empowering organizations of all sizes to plan, manage, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management.

Learn more about Smartsheet

Browse all project management software →

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