Workflow Automation: best apps and software

Workflow automation software connects apps and automates multi-step processes with triggers, conditions, and approvals.

InRule

InRule

InRule is a cloud platform to create, manage, and deploy business rules, decision logic, and workflows, with explainable AI and governance for real-time automated decisions.

BizMagnets

BizMagnets

BizMagnets connects WhatsApp conversations to business systems to automate lead capture, routing, tracking, and workflows, integrating with CRMs, ERPs, ad tracking and ticketing.

Uspacy

Uspacy

Uspacy is a digital workspace that integrates task management, communication, and CRM tools, aimed at streamlining business automation and process management.

Botello

Botello

Botello allows users to upload PDF information about products or services, enabling automated customer queries via a chat widget or WhatsApp.

Sweep

Sweep

Sweep is an AI-based visual tool for Salesforce that helps teams build and manage CRM processes, rules, and automations in a unified workspace.

PullApprove

PullApprove

PullApprove is a tool that automates and manages code review workflows in GitHub, ensuring compliance and quality through customizable approval processes.

AIQoD

AIQoD

AIQoD is a no-code platform for enterprises that automates business processes and document management using AI, machine learning, and collaboration tools.

gotoHuman

gotoHuman

gotoHuman facilitates collaboration between AI and humans by allowing human reviewers to assess and approve AI-generated content through customizable forms.

OpsNow

OpsNow

OpsNow is a cloud optimization platform that simplifies multi-cloud operations, automates workflows, and helps reduce AWS costs for efficient resource management.

klamp

klamp

Klamp is an iPaaS that enables SaaS products to create and manage integrations without engineering, streamlining workflows and automating tasks across software applications.

Joltly

Joltly

Joltly automates invoice and revenue processes for oil and gas, using AI for document reading and offering email forwarding, approval workflows, and ERP integration.

SwiftFlowBot

SwiftFlowBot

SwiftFlowBot is an AI chatbot for sales and customer service, automating client interactions, lead generation, and support through integration with various platforms.

ApptiveGrid

ApptiveGrid

ApptiveGrid is a cloud-based app that organizes data in table and Kanban views, allowing data filtering, sharing, and form submissions for customer or employee management.

Sysflows

Sysflows

Sysflows is a platform for automating and managing business processes through customizable workflows and forms, aimed at improving efficiency.

DataMorf

DataMorf

DataMorf is a cloud platform that automates data workflows, allowing businesses to collect, process, and activate data from multiple sources efficiently.

Kuverto

Kuverto

Kuverto is a generative AI automation platform that enables users to design and implement LLM workflows and integrate with various services using a drag and drop interface.

Peaka

Peaka

Peaka integrates various data sources and automates workflows, allowing users to customize processes and improve efficiency without extensive coding.

Integry

Integry

Integry enables SaaS apps to add and manage integrations with over 250 apps, offering API connectivity, a visual programming interface, and usage analytics.

Approveit

Approveit

Approveit automates business approval workflows in finance, HR, and IT, integrating with tools like Slack and Microsoft Teams for efficient process management.

SequenceHQ

SequenceHQ

SequenceHQ is a platform for B2B SaaS companies that automates billing, revenue recognition, and finance workflows, simplifying contract management and integrations.

CloudCruise

CloudCruise

CloudCruise automates insurance verification and claims processes in SaaS applications, allowing users to trigger permissioned workflows for increased efficiency.

Process Talks

Process Talks

Process Talks is an AI tool that automates office workflows through natural language interaction, enhancing productivity and streamlining processes for businesses.

StackOne

StackOne

StackOne provides a Unified API for SaaS integration, allowing businesses to connect multiple data sources and tools easily, while ensuring security and real-time monitoring.

Fazeshift

Fazeshift

Fazeshift automates accounts receivable processes like invoicing and collections, integrating with existing tools to enhance efficiency for businesses.

AccessOwl

AccessOwl

AccessOwl automates employee access management to SaaS tools, streamlining requests, approvals, and onboarding/offboarding processes while ensuring clear audit trails.

ActiveEon

ActiveEon

ActiveEon automates job scheduling and IT processes, optimizing workflows across cloud and on-premises environments for improved efficiency and resource management.

Aritic

Aritic

Aritic is a CRM and automation platform that streamlines sales funnels, manages contacts, and enhances marketing efforts with analytics and personalized communication.

Tekst.ai

Tekst.ai

Tekst.ai automates customer service by resolving common requests, prioritizing tickets, and providing agents with relevant knowledge in over 100 languages.

Autohive

Autohive

Autohive automates recurring business tasks with scheduled AI agents that use connected tools to prepare reports, summaries, briefings, and draft replies.

Vorro

Vorro

Vorro connects healthcare and business systems, integrates and routes data, and automates workflows while supporting data governance, analytics, and AI preparation.

Streamline

Streamline

Streamline centralizes legal requests and matter management, helping in-house teams triage work, review contracts, track approvals, and monitor workflows.

InboxPilot

InboxPilot

InboxPilot sorts team emails in Gmail and Outlook, routes them, and drafts replies using connected business information for review or workflow-based sending.

ZooWork

ZooWork

ZooWork lets teams build and manage AI agents that use business knowledge and tools to complete workflows, with permissions and human approvals.

Audryo

Audryo

Audryo lets AI agents and teams create, test, approve, send, and measure lifecycle emails using their own email provider.

Solid

Solid

Solid lets you delegate business tasks to AI agents that use websites and software, work independently, and report back, with controls for access, budgets, and approvals.

Neaktor

Neaktor

Neaktor is a business process and project management app for organizing tasks, automating workflows, coordinating teams, managing documents, and tracking work.

Comindware

Comindware

Comindware is a low-code platform for modeling, automating, and monitoring business processes, managing tasks and documents, and building custom enterprise applications.

SimpleOne

SimpleOne

SimpleOne automates IT, HR, asset, CRM, development, and other business services with configurable workflows, self-service tools, and centralized data.

Visary Cloud

Visary Cloud

Business and public-sector platform for managing projects, tasks, documents, data, workflows, collaboration, and construction activities in one configurable workspace.

TopEdge

TopEdge

Shopify app for recovering abandoned carts, confirming COD orders, and handling customer support through WhatsApp using order, cart, product, and customer data.

Sai

Sai

Sai automates tasks across browsers, desktop apps, files, and terminals by using software interfaces like a person. It can run workflows, repeat scheduled tasks, and request approvals.

EvaTeam

EvaTeam

EvaTeam is a work management platform for planning projects, tracking tasks, coordinating teams, managing documents and services, and automating workflows in one workspace.

Бипиум

Бипиум

Bipium is a low-code platform for building custom corporate information systems. It manages data, workflows, reports, documents, tasks, and integrations through web and mobile apps.

Api Monster

Api Monster

Api Monster is a no-code platform for connecting business services, APIs, webhooks, and data workflows to automate integrations, synchronization, analytics, and routine processes.

Asakana

Asakana

Asakana captures food orders from messages, calls, and notes, converts them into ERP-ready drafts, and routes unclear details for review before approval.

Marker

Marker

Marker helps organizations identify, build, and deploy AI agents that automate operational workflows within existing business tools.

Rapidfolio

Rapidfolio

Rapidfolio automates compliance, fraud, underwriting, and other back-office workflows for banks and fintechs, with human approvals and detailed audit trails.

Async

Async

Async helps organizations automate administrative workflows with AI agents that work across existing software, organize processes, and reduce repetitive tasks.

FlowZo

FlowZo

FlowZo combines CRM, ERP, AI calling, and multichannel messaging to manage leads, sales pipelines, customer communications, workflows, and business operations in one platform.

Ostina AI

Ostina AI

Ostina AI connects customer communication, support, sales, scheduling, tasks, and billing in one workspace, with automation and human review controls.

Levocred AI

Levocred AI

AI workflow platform for lenders that automates loan underwriting, pricing, portfolio monitoring, compliance, reporting, and back-office tasks using loan and credit data.

Care GP

Care GP

Care GP helps Australian GP clinics automate medical documents, patient calls, appointment bookings and administrative workflows using AI.

Billow

Billow

Billow automates recurring accounting workflows, including reconciliations, month-end close, accruals, journal entries, variance analysis, and reporting, while routing exceptions for review.

OneCLI

OneCLI

OneCLI is an open-source platform that gives employees sandboxed AI assistants to perform approved tasks across connected business tools, with centralized access controls and human approval options.

Nex

Nex

Nex automates sales and revenue workflows, including CRM cleanup, lead qualification, deal follow-up, meeting preparation, and revenue recovery, using data from connected business tools.

Skydive

Skydive

Skydive lets you create AI agents that perform tasks on cloud computers and interact through Slack, email, iMessage, or the web, including scheduled workflows and team collaboration.

Binee

Binee

AI platform that connects to business tools, answers questions, coordinates work, monitors activity, and reports issues across projects, communications, clients, and finances.

Breeze DM

Breeze DM

Instagram automation platform that sends DMs from post comments and Story replies, builds messaging workflows, captures leads, and tracks conversations and campaign results.

Langkast

Langkast

Langkast combines AI chats, document research, reusable agents, workflow automation, and connected tools in shared workspaces.

Offloop

Offloop

Offloop helps small teams manage recurring work with AI agents by coordinating tasks, research, follow-ups, approvals, and workflows in a shared workspace.