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Workflow Automation Software
Quixy Editorial Team
June 23, 2024
Table of contents
Reading Time: 8 minutes

Do you know 90% of your employees are being hindered by repetitive tasks that can be automated? If you aim to avoid this hindrance, workflow automation software is your solution.

Workflow automation software will help you automate mundane tasks and make your overall business processes efficient, thereby helping you save 20%-30% of revenue per year. According to another study, workflow automation systems can save up to 10 to 50% on costs previously associated with manual processing. It will provide a collaborative environment that will make monitoring and evaluating processes and workflows easier.

In the article, we’ll discuss the basics of workflow automation software and the 10 best automation software solutions available on the market. So, let’s begin – 

Also Read: A Complete Guide to Workflow Automation Software

What is Workflow Automation Software?

Workflow automation software is essentially a tool designed to streamline and improve business processes by automating repetitive tasks. It allows you to define a sequence of steps (the workflow) and then have the software handle those steps automatically, according to predetermined rules.

Here’s a breakdown of its key aspects:

  • Automates Tasks: It takes over manual, repetitive tasks within a workflow, freeing up your time and reducing the risk of errors.
  • Improves Efficiency: By automating tasks, workflows can be completed faster and with less human intervention, boosting overall efficiency.
  • Streamlines Processes: It helps you design and manage complex workflows, ensuring a smooth flow of information and tasks between team members.
  • Boosts Productivity: By eliminating manual work, employees can focus on higher-value activities, leading to increased productivity.
  • Reduces Errors: Automating tasks minimizes the chance of human error that can occur with manual data entry or repetitive actions.

Here are some real-world workflow automation examples is used:

  • Customer service: Automatically sending follow-up emails after a purchase or routing inquiries to the appropriate department.
  • Marketing: Scheduling social media posts, sending email campaigns, or generating reports.
  • Human resources: Automating onboarding tasks, sending out payroll information, or managing leave requests.
  • Finance: Reconciling bank statements, generating invoices, or processing payments.

You can Evaluate your process readiness with thought-provoking questions for automation through the automation maturity assessment guide.

The global workflow automation software market is expected to reach $19.6 billion by the end of 2026.

Also Read: Effective ROI Results with No-Code Business Workflow Automation

What are the Benefits of Workflow Automation Software?

Listed below are the top benefits of automating workflow software in your business

Benefits of Workflow Automation

1. Speed up the approval process

Automation software helps automate stages of the approval process. Users can submit requests for approval, assign approvers, and set deadlines for their requests. The system automatically notifies the responsible parties about the action due on their end, reducing lags in the approval process.

2. Get multiple tasks done simultaneously

Whether you want to manage IT requests or onboard new employees, you can do everything with automation software. The system organizes all the requests based on the process in the workflow system, and you can complete your tasks simply by switching tabs.

3. Make team collaboration easier

By bringing workflows such as expense approval into one system, automation software simplifies team collaboration. It automatically notifies team members about the tasks they are tagged on and provides them with tools to complete their tasks, streamlining the process and making collaboration efficient.

Also Read: 11 Tips to Selecting the Right Automation Software

4. Get actionable data

With workflow automation software solutions, you can access reports with graphical data. These reports and data make it easier for you to identify bottlenecks in the workflow. They also capture vital metrics and help you make data-driven business decisions.

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What are the top Features to look for in Workflow Automation Software?

To qualify as a workflow automation tool, a product must have the following features:

  • Business process automation
  • Task management
  • Approval process control
  • Calendar management

Also Read: 20 Essential Features of Your Workflow Management System

What are the Best Workflow Automation Software in 2024?

Here’s the list of top workflow automation tools for you to select from.

1. Quixy: No-code workflow automation, drag-and-drop builder, beginner-friendly

Quixy is a cloud-based no-code workflow automation software. It can help you automate your workflows and develop simple enterprise-grade applications specific to your business’s unique requirements. It comes with a drag-and-drop application builder that can help you build custom applications in just five steps. This automation software can be integrated with any external application with API-based integration and offers 3000+ Zapier integration.

2. Kissflow: Visual workflow creation, user-friendly interface, no-code automation

Kissflow Workflow is a workflow management software solution that you can use to create automated processes. It lets you design fully customizable forms and visualize the workflows. As per the user’s role, level, and nature of data, you can define the user’s responsibilities. Besides, Kissflow delivers insights into workflow processes through personalized dashboards and reports, providing you with the needed details.

3. Pipefy: Kanban boards, task management, easy to use

Pipefy, as a workflow management software, helps you improve team efficiency by centralizing and streamlining the workflows. It helps automate manual tasks, connect different business processes, and create standards. Its visual dashboards help can help you analyze work efficiency, track results, and make data-driven business decisions.

4. Trello: Workflow collaboration, team efficiency, process automation software

Trello is no-code automation software. It can help sales and marketing teams and HR and operations teams simplify their business processes. You can automate everyday actions, build processes quickly with custom buttons, surface upcoming deadlines, and schedule teammate assignments. This tool can be integrated with popular applications, including Slack, Confluence, Dropbox, Google Drive, and Evernote.

5. Asana: Team workflows, project management automation, task assignment

Automation features of Asana help you streamline your business processes and improve team efficiency. You can create custom rules with its builder and ensure everyone follows the right steps. These rules also help you automate routine tasks. You can convert common processes into custom templates, create forms for work requests, and streamline efforts in the approval process. This tool also offers a range of templates for popular projects and processes.

6. Zapier: Integrations, multi-step workflows, automation platform

Automation software Zapier helps you create multistep workflows. You can add up to 100 steps to your workflows and get more tasks done. You can also add if/then logic to your workflows and add filters so that system runs only when conditions are met. Zapier comes with a developer platform that you can use to create custom applications to support your business needs.

7. ClickUp: Project automation, task templates, process management

ClickUp helps you automate routine work and create consistent processes. It comes with process templates you can customize and use for your tasks and business needs. It can automatically assign tasks, post comments, move statuses, and perform many more such actions. ClickUp works with external applications such as Dropbox, Slack, Bugsnag, GitHub, etc.

8. Nintex: Project management, complex workflow automation

Nintex is an automation software that helps you streamline business processes. It comes with drag-and-drop visual design tools that make visualizing and automating complicated tasks easier. Its e-signature feature allows you to quickly e-sign documents and create and automate documents that need e-signatures. Moreover, this tool offers pre-built process maps and workflow templates that you can leverage to get a head start on your projects.

9. ProcessMaker: Business process automation, low-code platform, KPI monitoring

ProcessMaker is a low-code workflow automation platform that allows you to design processes using the drag-and-drop feature. It sends you automatic notifications and alerts about any new activity or requests. Using this tool, you can monitor business processes, KPIs, and SLAs through the customizable dashboard. This automation software can also be integrated with external applications, including Gmail, Slack, Meta, WhatsApp, and Twitter. You can also build your application through API.

10. Process Street: Workflow management, recurring procedures, conditional logic

Process Street is process and workflow management software that helps you manage recurring checklists and procedures. It has a simple interface that allows you to quickly create workflows and assign them to your team. You can keep track of all activities through the dashboard and get notified whenever there is an update on any task. You can also make use of conditional logic to create if/then workflows. This tool can be integrated with 1,000+ applications, including Gmail, Salesforce, and DropBox.

How to Choose a Workflow Automation Software Vendor?

Consider the following points before selecting the best automation software for your business:

1. Check features

Automation software can have a variety of features. It may look like the more features, the better the software will be. But that’s not true. Having a lot of features that you don’t know how to use or don’t need can make the software complicated, and instead of saving time, you will end up spending more time understanding the tool.

2. Security options

If your workflows often contain sensitive business data, you cannot overlook the security aspect. You will need features such as data encryption, password protection, and the option to revoke user access. Therefore, look for top automation software that offers these features. 

3. Software integrations

If your tasks, data, and projects are scattered on a variety of external software, then you need an automation tool that can seamlessly integrate with them. Workflow automation and integration streamline business processes, enhance efficiency, and ensure seamless collaboration across various departments. However, don’t go with the one that offers a lot of integrations. Instead, choose the one that integrates with the tools you use.

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Conclusion

To sum up, top workflow automation software will take the burden of repetitive tasks off your shoulder. It will leave you ample time to focus on strategic business activities that need your complete attention. Since there are a lot of workflow automation solutions on the market, it can be difficult for you to pick one. We suggest you weigh them against your specific needs and choose the one that suits you best.

Don’t automate in the dark—identify areas for immediate attention, gain unparalleled insights, and supercharge productivity while cutting costs and accelerating growth. Take control of your automation journey with our comprehensive Automation Report Card. Get Started Today! Empower your organization with automation and customized app development without coding. 

Frequently Asked Questions (FAQs)

Q. How does workflow automation boost efficiency?

Automation streamlines business processes by automating repetitive tasks, eliminating manual work, and ensuring seamless coordination between people and systems. It reduces human error, enhances task visibility, and enables faster task completion. By automating workflows, organizations can optimize efficiency, reduce bottlenecks, and allocate resources more effectively, ultimately saving time and improving overall productivity.

Q. What are the factors to consider when selecting workflow automation?

When selecting automation software, factors to consider include ease of use, scalability, customization options, integration capabilities with existing systems, security features, pricing structure, customer support, and user reviews. Understanding your specific business requirements and evaluating how well the software aligns with those needs is crucial in making an informed decision.

Q. Are there any affordable workflow automation software options?

Yes, Quixy is an affordable and feature-rich automation software option. Quixy offers a no-code platform that enables businesses to automate their processes without the need for extensive coding or technical expertise. With its user-friendly interface, organizations can design and deploy custom workflows tailored to their specific needs. Quixy provides flexible pricing plans, including affordable options, making it accessible for businesses of all sizes. By leveraging Quixy’s automation capabilities, organizations can streamline their processes, improve efficiency, and drive productivity while keeping costs in check.

Q. How does automation enhance productivity?

Automation enhances productivity by reducing manual tasks, eliminating process bottlenecks, and enabling faster task completion. It eliminates the need for repetitive data entry, approvals, and notifications, allowing employees to focus on higher-value work. With automation streamlining workflows, employees can collaborate more efficiently, have better visibility into task progress, and allocate their time and energy towards more strategic initiatives, ultimately driving increased productivity and achieving better business outcomes.

Q. What industries can benefit from workflow automation software?

Automation software benefits various industries. For example, manufacturing streamlines production and supply chain operations. Healthcare automates patient registration and record management. Finance and banking simplify transactions and account processes. Human resources optimize onboarding and performance evaluations. IT and technology enhance software development and support. Marketing and advertising streamline campaigns and lead generation. Education simplifies administrative tasks and grading. Any industry dealing with repetitive tasks, approvals, and document management can benefit from automation software.

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