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Workflow management software helps organizations define, automate, enforce, and track workflows for repetitive activities.
Workflow management software boosts efficiency, reduces errors, enforces process compliance, and improves customer and employee experience.
A vital advantage of workflow management software is the automation of workflows.
Tasks are automatically assigned based on predefined rules.
Stakeholders receive automated alerts, updates, and reminders.
A recent trend is integrating function-specific business software applications to create cross-functional automated workflows.
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1. monday.com
Build Powerful Custom Workflows
Why monday.com?
monday.com is a versatile tool for managing projects and tasks across various functions and industries.
It can be used to manage everything from OKRs down to support tickets.
Its well-designed UI has easy-to-discover features, making it a joy to work with.
Most users wont need any training to start using it.
I found the AI-powered features genuinely useful rather than just ticking boxes.
monday.com contains a powerful no-code automation engine that drives up efficiency.
It offers a vast library of automation templates, including those that leverage integrated apps.
Users can also set up custom automations to accommodate almost every complex business logic.
monday.com Pricing
monday.com offers a free plan of up to 2 seats.
The other premium plans are as follows.
Wrike
Best for Workflow Automation & Collaboration
Why Wrike?
It offers work management templates tailored for various functions and industries.
Wrike allows you to choose any WBS that works best for you.
I was impressed by the proofing tool for reviewing and finalizing creative assets.
It streamlines proofing without needing to share files and exchange emails.
Feedback from reviewers and approvers is visible alongside the assets.
Wrike Pricing
Wrike offers a 14-day free trial to explore its features and functionality.
The paid plans are as follows.
Smartsheet
Best for Small to Medium Businesses
Why Smartsheet?
It includes spreadsheet features apart from the standard work management software features.
This allows canny users to derive deep insights from data, using complex calculations to drive business decisions.
Smartsheet Pricing
Smartsheet offers four different plans to choose from, which are as follows.
Zoho Creator
Low-code Workflow Builder
Why Zoho Creator?
Zoho Creator is a low-code app development platform.
It enables business professionals without coding knowledge to create custom SaaS apps for their use cases.
Every app on Zoho Creator is automatically created in web, smartphone, and tablet variants.
Mobile apps are created for both Android and iOS.
Users can also create custom apps from scratch.
Users can create complex workflows across business functions using the low-code platform.
Zoho Creator Pricing
Zoho Creator offers a free trial to access all the platform features.
The premium plans are listed below.
Asana
Best for Marketing, Sales, and Product Teams
Why Asana?
Asana is a work management tool with a generous serving of AI.
An even bigger value-add AI offering is AI Studio, a no-code AI agent builder.
I found Asanas workflow automation tool more powerful and comprehensive than most competitors.
Asana Pricing
Asana offers a free forever plan for individuals and small teams.
The paid plans are listed below.
reach out to the sales team of Asana for pricing of these plans.
Zapier
Best for Cross-software Automation
Why Zapier?
Zapier connects multiple apps to produce workflows that boost productivity and drive cost savings.
It is easy to use, and even complex workflows involving several apps can be configured without any coding.
It supports 7000+ apps, which is unmatched in the industry.
Zapier shares many free templates that support use cases across all business functions.
Zapier workflows, called Zaps, can have any number of actions on a single trigger.
In addition, Zaps can include conditional triggers, branching on conditions, loops, and scheduling.
you might even use Zapiers built-in Gen AI to build workflows for you from a written prompt.
Of course, you’re able to also include AI tools in your workflow.
Zapier natively supports 319 AI apps.
you’re free to also create custom databases within Zapier to power your workflows.
Zapier Pricing
Zapier offers a free forever plan to automate workflow with 100 tasks/month.
The paid plans are listed below.
Kissflow
Enterprise-ready Workflow Platform
Why Kissflow?
Kissflow is a low-code utility development platform.
It can also be used for workflow automation and support case/ticket management.
Its AI features are capable of significant productivity improvements and democratization of app development.
It suggests workflows and boards for use cases described in prompts.
It also suggests fields for forms and automatically populates forms from uploaded documents.
Kissflow Features
No-code UI for drag-and-drop app building, pre-built and custom components, etc.
Supports Kanban boards of work items, which can be viewed in different layouts.
Some users have reported struggle in getting access to the interface
Expensive for small businesses
8.
Pipefy
AI-powered BPM for Small Businesses
Why Pipefy?
Pipefy is an AI-centric, no-code platform to automate business processes.
Its USP is AI agents, which allow users to build and deploy workflows almost entirely through prompts alone.
Users can refine and customize prototypes through follow-up prompts or easy visual editing options.
In addition to Gen AI, I like that Pipefy AI is capable of data extraction and image recognition.
It is easy to use, and citizen developers can start creating their apps after a slight ramp-up.
Users can query workflow analytics from the AI through prompts and receive suggestions for process improvement.
Pipefy Pricing
Pipefy offers four plans, including a free Starter plan.
However, pricing information for other plans is not publicly available.
Contact Pipefy Sales for a custom quote.
Microsoft Power Automate
Best for Enterprise-Level Process Automation
Why Microsoft Power Automate?
Microsoft Power Automate is a powerful platform for automating business workflows and routine tasks.
It supports RPA (Robotic Process Automation) for automating mundane tasks that cannot be linked through APIs.
It features an AI Copilot for creating and refining workflows without coding.
Power Automate can identify process bottlenecks and inefficiencies and suggest ideas for optimization through its process mining feature.
It offers many prebuilt workflow templates for common use cases to help get started quickly.
It has mobile apps available for Android, iOS, and Windows.
Desktop apps are available for Windows 10 and 11.
Microsoft Power Automate Pricing
Microsoft Power Automate offers a 30-day free trial.
The paid plans are as follows.
Debugging and error reporting support needs improvement.
Trello (Butler Automation)
Best for Trello Users
Why Trello?
Trello is an easy-to-use Kanban board tool.
I recommend the Trello automation engine branded Butler, which is capable of automating any Trello action.
It can also exercise integrated apps.
Users can specify multiple actions to be executed automatically upon the occurrence of stipulated events and conditions.
Automations can also be saved as buttons in cards and boards and triggered manually.
Trellos AI features are powered by Atlassian Intelligence, the AI engine for Atlassian products, including Jira.
Trello Pricing
Trello offers a free plan of up to 10 collaborators per workspace.
For paid plans, check out the list below.
Power-ups are mostly paid apps.
Views other than boards and AI features are available only in premium and enterprise plans.
ClickUp Automations
Suitable for Small Teams
Why ClickUp?
ClickUp is a work management tool that seeks to combine everything related to work in a single app.
It is loaded with prebuilt templates for a wide variety of use cases.
It offers 15+ views for visualizing work/project plans and progress.
It includes a powerful automation engine for building efficient workflows.
Users can leverage 100+ pre-built automation templates or build their own custom automations.
All automation activities are logged and consolidated in a single view.
ClickUp offers a suite of AI features, branded ClickUpBrain, as an add-on.
AI actions can also be inserted into automated workflows.
ClickUp Pricing
ClickUp offers a free forever plan, which is best for personal use.
Other paid plans are listed below.
What are the Benefits of Workflow Management Software?
The following are the important benefits of workflow management software.
In addition, identify the constraints within your business that affect the choice of workflow management software.
Identify the following clearly:
This should help you identify the options that can best fulfill the objectives.
Carefully examine if your targeted use cases are well-supported by the app.
Look for ready-made templates that can get you started faster.
Ensure that the app offers enough customization options to suit all your needs.
Consider the possibility of customizing project/task views, reports, dashboards, and adding custom fields.
Automation Capabilities
Automation is the most important value-added feature offered by specialized workflow management software.
Collaboration Features
In-app collaboration is a significant productivity booster.
Customer Support
The level and extent of customer support are critical factors to consider when selecting technical software.
Evaluate the quality of technical documentation that is publicly available.
Before making a decision, discuss support commitmentturnaround time, means of support (calls, email, etc.
)with the vendor.
What Is the Difference Between Manual and Automated Workflow?
The table below summarizes the differences between manual and automated workflow.
What Is the Difference Between Workflow Management and Project Management Software?
In fact, many workflows involve multiple functions within a business.
Projects have clear goals that need to be achieved within the stipulated time and resource constraints.
Project timelines are typically in the order of weeks and months.
Projects are usually run by engineering/development teams.
Automation and AI have significantly enhanced returns for enterprises from specialized workflow management applications.
Whats next?
Once you sort out your workflow management operations, lets explore some guides to enhance business operations.
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