Companies invest heavily in recruiting, onboarding, and retaining top talent. In fact, according to an SHRM report, the average cost per hire is $4,100, and it takes over 42 days to fill a position. When you invest that much money in hiring employees, do you want them wasting their time on repetitive and mundane tasks?
Instead of manually filling out long spreadsheets, your employees can invest time in tasks requiring human intervention. For other tasks, workflow automation tools are available that save time and protect your valuable records from human errors.
The very nature of our business requires our team to focus on human insight, creativity, and strategic thinking. Our primary goal is to help businesses find the right agency partners and that requires a lot of coordination between our company, Designrush, and our clients; which is why we use automation tools to handle routine processes such as data entry, scheduling, and follow-ups.
The right automation tools help our team focus on building relationships with clients, understanding their needs, and delivering personalized solutions. And that’s just the tip of the iceberg. Let’s explore this further before we present our list of the best workflow automation tools in 2024.
Importance of workflow automation
According to Straits research, the global workforce automation market was valued at $16.41 billion in 2021 and is expected to reach $34.4 billion by 2030. This continuous increase is because businesses that automate tasks boost productivity as employees don’t focus on multitasking and make fewer errors. While these reasons are important enough to shift to workflow automation, here are more you should know:
Automates redundant tasks: Workflow automation automates repetitive and predictable tasks, such as data entry, report generation, and file organization, helping employees save significant time and effort.
Ensures accuracy and consistency: Removing the element of human error ensures that tasks are completed accurately and consistently every time. This leads to higher-quality outcomes while reducing the risk of costly mistakes.
Increased work satisfaction: Workflow automation tools relieve employees from tedious and monotonous tasks. They experience increased job satisfaction and motivation to strive harder toward achieving organizational goals.
Clear communication: Real-time updates on tasks and progress ensure clear team communication. Such clarity helps keep everyone in the loop with fewer chances of missing targets due to miscommunication.
Best workflow automation tools in 2024
Let’s now look at our list of the best workflow automation tools, which covers top features, limitations, pricing, and reviews from satisfied users. Whether you are a small business or a large enterprise, the tools we covered cater to the needs of different organizations.
1. Make: complete workflow automation for teams
Make is one of the best workflow automation software with strong visual capabilities that help design powerful workflows. It allows your marketing teams to automate lead generation, HR teams to hire candidates faster, and operations teams to run everything smoothly.
The platform neatly covers the majority of functions and unify different systems to share data without suffering any major losses.
Top features:
Helps create powerful workflows with low-code approach
Excellent design and intuitive interface
Provides exceptional experience in mobile automation
Thousands of free workflow automation templates
Limitations
The timeout limit is 40 minutes making it difficult to run big tasks
Major integrations only come with paid plans
Slow customer support
Limited customization options for organizing automations
Pricing
Free
Core: $9 per month
Pro: $16 per month
Teams: $29 per month
Enterprise: Custom
Ratings and reviews
G2: 4.7/5 (200+ reviews)
Capterra: N/A
Make users specifically love the workflow automation platform for the limited requirement of coding knowledge.
2. Zapier: Best workflow automation tool for app integration
Zapier stands out as one of the premier workflow automation tools with strong integration capabilities. Its ease of use reduces the need for manual intervention and makes it suitable for non-tech-savvy users. If you do get caught up, the platform has many learning resources to help you successfully build customer workflows.
“We’re an app-driven, customer-centric company, so having a platform that we can rely on to automate key tasks–like customer onboarding and data analysis–is important to our operations. This allows us to focus our attention and resources toward developing new features, improving user experience, and driving business expansion,” explains Ling founder, Simon Bacher.
Whether you want to automate your marketing efforts, employee onboarding, customer support, social media posting, or simply want to organize your schedule, this platform has you covered. It helps you and your team focus your energy on enhancing customer experience rather than handling mundane tasks.
Top Features
Integrations with 6000+ apps
Intuitive interface to assist beginners
Multiple triggers and actions automate complex tasks
Data filtering processes only crucial information
Limitations
Temporary failures in executing automations
High pricing compared to other workflow automation tools
Limited features in basic plans
Pricing
Free
Starter: $19 per month
Professional: $49 per month
Team: $69 per month
Company: custom
Ratings and reviews
G2: 4.5/5 (1200+ reviews)
Capterra: 4.7/5 (2700+ reviews)
The majority of the reviews on G2 talk about Zapier’s impressive integrations. And here’s a review that tells you both sides of it:
3. Appy Pie Automate: Seamless Workflow Automation
Appy Pie Automate is an innovative and user-friendly platform designed to streamline business operations and enhance productivity. With a focus on providing code-free automation solutions, it offers numerous tools and features that empower businesses to automate various tasks and workflows. By utilizing Appy Pie Automate, businesses can save time, optimize their processes, and ultimately boost their efficiency to new heights. A key aspect that sets Appy Pie Automate apart is its seamless integration with popular platforms and services, like Salesforce.
Salesforce integrations with Appy Pie Automate open a world of possibilities for businesses using the CRM platform. This integration enables a smooth and secure connection between your Salesforce data and the automation workflows you create. By using this synergy, you can automate numerous tasks associated with lead management and data synchronization. For example, you can automatically sync leads captured from your website or marketing campaigns directly into your Salesforce CRM, ensuring that your sales team has instant access to the latest leads without any manual data entry.
Top Features
Pre-built automation workflows designed for various everyday tasks.
Create custom automation workflows from scratch.
Seamless integration with over 100+ applications.
Dynamic automation paths using conditional logic
Limitations
Not fit for highly complex or unique use cases.
Limited industry-focused functionality.
Pricing
Free plan
Standard plan – $12/month
Professional – $30/month
Business – $80/month
Custom plans for enterprise users
Rating and Reviews
G2 – 4.7/5
Capterra – 4.6/5
4. Artwork Flow: Workflow automation to streamline tasks
Artwork Flow is an AI-native powerful workflow automation software that helps to streamline tasks, build and manage complex workflows at scale, and keep your projects on track. The automated workflow notifies you whenever a task is complete, ready for review, and even helps identify any potential blockers if they exist. You can collaborate seamlessly with internal and external stakeholders and receive trigger notifications on the status of your tasks and complete projects faster.
The best part of this workflow automation software is that it lets you set up workflows the way you want to with a hyper-flexible and visual workflow builder You can also integrate Artwork Flow with monday.com, Slack, Figma, Dropbox, Google Drive, Teams, and many more tools coming soon. Artwork Flow is ISO-certified and SOC 2 compliant with robust security features, including encryption and user access control, ensuring your data will remain well-protected.
Version control tracking with complete file history.
Brand and regulatory compliance ready solution.
Shorter learning curve and 24/5 customer support.
Limitations
No mobile version available.
Limited features in free plan.
Pricing
Free plan available
Professional: $39 per user
They also offer a custom plan for enterprise users.
Rating and Reviews
G2: 4.8/5
Capterra 4.5/5
5. Bonsai: Best Workflow Automation Tool For Agencies
Designed specifically for agency workflows, Bonsai is a unified business workflow automation platform. By automating essential areas such as client management, project tracking, resource planning and financial operations, Bonsai helps agencies streamline their operations and boost productivity and profitability. Its user-friendly interface and solid features make it easy to manage multiple clients, coordinate teams, and deliver projects on time and within budget.
From automating proposals and contracts to tracking budgets and allocating resources effectively, Bonsai centralizes agency workflows, ensuring seamless collaboration and efficient management at every stage. It’s the perfect solution for agencies looking to scale their operations while maintaining precision and quality.
Top Features
Resource planning with advanced time tracking and utilization reports to maximize efficiency.
Task and project management tailored to agency workflows.
Client portal with built-in messaging for seamless collaboration and communication.
Budgeting and forecasting with profitability reports that provide clear financial insights.
Limitations
Advanced features require higher-tier plans.
Limited mobile app features.
Not ideal for large enterprises with complex workflows.
Pricing
Basic: $9 per user/month
Essentials: $19 per user/month
Premium: $29 per user/month
Elite: $49 per user/month
Ratings and Reviews
G2: 4.3/5
Capterra: 4.6/5
6. Monday: best workflow automation software for remote teams
Monday helps you organize your workflows in a visually captivating way, keeping your tasks on track. You can use the workflow builder to create blocks and correlate them with specific aspects of your workflows. For instance, if you encounter challenges related to talent acquisition, you can develop a block that automates resume screening to filter out candidates who don’t meet minimum requirements. It’s all about putting in the initial work; the platform handles the rest for you.
And the best part? All your teams, whether HR, IT, or marketing, benefit from its implementation, irrespective of the workload or team size.
Top features:
Accessible on mobile devices, both IoS and Android devices
40+ integrations to seamlessly connect with your favorite apps
View data more clearly with lists, timelines, and Kanban boards
Strong reporting features help improve workflows
Limitations:
Overly difficult and complex set-up process
Expensive pricing tiers, especially for small businesses
Complex learning curve due to many features and customizations
Difficult to keep up with frequent changes in layout
Pricing
Free
Basic: $9 per seat per month
Standard: $12 per seat per month
Pro: $19 per seat per month
Enterprise: Custom
Ratings and reviews
G2: 4.7/5 (10,000+ reviews)
Capterra: 4.6/5 (4000+ reviews)
Monday users with remote teams find the platform extremely useful to manage workflows without confusion and delays.
7. Onspring: best for enterprise workflow automation
Onspring is one of those workflow automation tools that increase productivity by reducing the need to juggle through spreadsheets. Its ready-to-flow plans help teams automate and visualize functions with minimal effort. If those don’t fit your needs, the team helps you build custom workflows from scratch.
Manual intervention and constant check-ins become minimal as the platform automatically notifies teammates to take action. Moreover, tasks like conducting surveys become easier as it helps you create and collect survey data with minimal effort.
Top Features
No coding is required to create a workflow
Scalability ensures you have the right features as the business grows
Offers a high degree of flexibility in terms of configuring workflows
High-end-user adoption ensures your team requires minimal training
Limitations
The licensing approach restricts the number of user access
Filtering reports becomes difficult with a complex reporting interface
Pricing
Onspring follows a licensing model that changes based on the number of users, specific onspring products you need to use, or hybrid.
Ratings and reviews
G2: 4.7/5 (47 reviews)
Capterra: 4.9/5 (72 reviews)
Out of all the things, Onspring users praise the platform for its ease of use and minimal IT knowledge.
8. ClickUp: best for automating work management
ClickUp helps busy teams focus on what matters most by automating over 50 actions. It allows you to easily manage different areas of your business, from automatically assigning tasks and posting comments to moving statuses. Easy integration with CRM systems allows you to provide personalized customer service. The platform gives you complete flexibility, and you can set the exact conditions for automations to trigger.
Top Features
100+ pre-build automations to manage projects
Allows customizing automations as per business needs
Integration with external apps helps create a shared workflow
Allows setting triggers to automate any desired action
Limitations
Finding the ideal setup becomes tough due to a wide range of functionalities
ClickUp 3.0 leads to poor loading speeds
Limited data visualization capabilities
Pricing
Free
Unlimited: $7 per user per month
Business: $12 per user per month
Enterprise: Custom
Ratings and reviews
G2: 4.7/5 (9000+ reviews)
Capterra: 4.7/5 (4000+ reviews)
ClickUp is one of those top workflow automation tools that scales as your needs grow, and users cannot agree more.
9. Kissflow: Ideal workflow automation software for beginners
Kissflow is one of the best workflow automation tools for teams with limited coding knowledge. It easily helps build and automate workflows and reduce chaotic situations. With its intuitive drag-and-drop feature, you can launch workflows instantly. SaaS customer segmentations often demand a lot of research and analysis. However, with its strong automation capabilities, the platform ensures you handle it with ease.
Top Features
Clear visualization of workflows makes interpretations easier
Pre-built reports and metrics give access to workflow results
Easily merge data with integrations with API and other tools
Automatic task assignment to the right members
Limitations
High pricing makes it less suitable for teams with a limited budget
Dataset integration can be improved
Many users feel the need for a scripting engine along with no code integrations
Poor UI/UX experience at times
Pricing
Basic: $1500 per month
Enterprise: Custom
Ratings and reviews
G2: 4.3/5 (500+ reviews)
Capterra: 4.1/5 (55 reviews)
Users love how Kissflow automates the majority of processes and reduces the turnaround time.
10. Integrately: best for day-to-day administration of workflow automation
Integrately enables you to create simple and complex workflows all within a few clicks. You can either create automations or use their existing ones to set up your workflows. It remains highly efficient in automating routine tasks and keeping you free from human errors.
With 500+ app integrations, the platform sends instant notifications whenever an integration breaks.
“Workflow automation tools that seamlessly integrate with existing tools empower businesses to streamline operations, reduce manual errors, and enhance efficiency. By automating routine tasks and facilitating data flow between platforms, these tools not only save valuable time but also unlock new levels of productivity and innovation.” Zach Dannet, Tumble Co-Founder
Additionally, the platform should also be able to send alerts for potential issues to minimize disruptions in workflow and data flow, keeping you in the loop at all times to ensure continuous improvement in processes.
Top Features
Create automations effortlessly with a user-friendly interface
Keep your content strategy on point by automating blogs and social media posting
Excellent customer support executives assist you in building automations
Impressive UI/UX compared to other platforms
Limitations
Complex workflow builder
Difficult to use for non-techy users
Solving errors requires programming knowledge
Pricing
Free
Starter: $19.99 per month
Professional: $39 per month
Growth: $99 per month
Ratings and reviews
G2: 4.7/5 (500+ reviews)
Capterra: N/A
Integrately excels in many areas of workflow automation. Yet, their customer support gets the most praise online.
11. Workato: AI-powered workflow automation
Workato is an AI-powered workflow automation platform with 1200+ integrations to help you connect your data with ease. Once AI enters the conversation, most of the business tasks are simplified.
It will boost innovation and efficiency of most of your business tasks. And when it comes to scaling with your needs, the platform doesn’t disappoint. Moreover, when Gartner recognises a platform 6 times in a row, you know it’s efficient!
Top features
Easy data mapping with organized API data
Responsive customer support
Real-time triggers help initiate immediate action
Quick and straightforward implementation
Limitations
No external database platform support
It doesn’t have the ability to extract data from job runs
Difficult to use for beginners
Complex pricing structure, as mentioned by some users
Pricing
Workato provides custom pricing plans based on your requirements.
Ratings and reviews
G2: 4.7/5 (400+ reviews)
Capterra: 4.7/5 (52 reviews)
Workato’s customer support is working on point as majority of users are satisfied with the quick responses.
12. Wrike: Ideal for Project Management
Next up on our list of top workflow automation tools is Wrike. With Wrike, you can easily search for and automate the features you use most often. You have the flexibility to set your own rules, like notifying team members when a deadline is approaching within a day, and apply these rules to specific projects or tasks. This level of customization makes Wrike ideal for users who value having control over their workflow processes.
Top features
Create custom item types based on your unique processes
Hundreds of productivity boosters help reduce mundane tasks
Search results often fail to deliver the required information
Complicated for new users
Pricing
Free
Team: $9.80 per user per month
Business: $24.80 per user per month
Enterprise: Custom
Pinnacle: Custom
Ratings and reviews
G2: 4.2/5 (3,600+ reviews)
Capterra: 4.3/5 (2500+ reviews)
Users prefer using Wrike for its assortment of tools necessary for managing workflows and clear layout.
13. Flokzu: best for project workflow automation
Flokzu is an easy-to-use workflow automation platform that automates tedious tasks without IT knowledge. Access to dashboards and relevant metrics helps keep progress in check. It also integrates with hundreds of platforms, such as Slack, Google Sheets, Asana, and Trello, to ensure you connect the needed data for action. The platform helps deploy and run processes in minutes or hours instead of months.
Top features
The drag-and-drop feature helps create cloud workflows with ease
One click-deployment ensures no requirement for coding knowledge
Easy integration with external systems and apps
Provides a flexible pricing structure
Limitations
Lack of sufficient calculation functionality
Limited customization options
The inability of the platform to take you back to the previous step
Pricing
Standard: $17 per month
Premium: $22 per month
Enterprise: Custom
Ratings and reviews
G2: 4.9/5 (29 reviews)
Capterra: 4.8/5 (71 reviews)
Users could easily create workflows without any coding knowledge.
Conclusion
Now that you have the list of the top workflow automation software, it’s time to compare the pricing, features, and functionalities to choose the one that fits your organizational needs. Remember that a platform is as good as its integrations with the apps you already use. Go through the available lists and ensure it covers all your current tools and systems in use. Moreover, look for a scalable option that easily adapts as your automation needs grow over time.
As you strive to optimize your workflows, do not overlook the critical role of customer success. After all, every effort towards optimizing your workflows should result in a better customer experience. If you are a SaaS platform, a customer success solution like Custify can help you reduce your churn rates by:
Guiding customers for simpler product adoption to ensure they make the most of product signups
Helping you understand your customer lifecycle better to increase satisfaction during onboarding
Identifying and presenting upsell opportunities to ensure your customers invest more in varying product features
Managing your customers in real-time to address issues as and when they arise
Easy integration with top apps and systems that your company already uses with no IT support
Predictive insights and analytics to help you make data-oriented decisions.
These are some of the many features that can help you deliver an exceptional customer experience. Want to know more about how to keep customers in business?
Gianluca Ferruggia is a seasoned digital marketer with over eight years of experience in the field. His career started with SEO and PPC until he branched out to other facets of digital marketing, sales, and business development. He is currently the General Manager at DesignRush, where he leads a team of 100+ professionals, oversees business operations, and develops strategies to achieve business goals. In 2 years, he grew the company’s agency network to over 30,000, making it one of the leading B2B marketplaces connecting businesses with agencies.
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