Best Workflow Automation Software with a Free Trial of 2026 - Page 2

Mirabel’s Marketing Manager is an all-in-one audience development and marketing automation platform designed to help publishers grow their business efficiently and affordably. Built to integrate with Mirabel’s CRM, it includes email marketing with verification and list segmentation, advanced reporting, landing page and form builders, and over 80 customizable workflow automations. Track anonymous website visitors, collect first-party data with Website Tags, and automate your sales process using our Sales Sequencing System. Marketing Manager also includes tools for competitor analysis, audience engagement, and subscription growth—making it the ideal solution for streamlining marketing, sales, and subscriber operations from one unified platform.

GoFormz holds multiple patents on its digitization technology, including a method that preserves the look and feel of your original paper forms. GoFormz also provides an additional viewing mode for users working on smaller devices. Users can easily toggle between their original Form View and List View. Requiring no code or IT support to get started, GoFormz focuses on the front-end user experience and remains the leader in user adoption. With our powerful form builder features you can quickly create new forms – easily drag-and-drop fields like Signatures, Images, Barcodes, and Maps, and include Logic and Calculations. GoFormz forms can be filled out from remote locations – even while offline! Once forms are completed, they are automatically stored in the GoFormz Cloud as well as routed to collaborating team members, clients, integrated platforms, and more.

Xakia - Your in-house legal toolkit. Xakia is a simple, powerful and affordable legal toolkit built for in-house legal teams of 2-20. It centralizes all matters, contracts and documents into a single source of truth, allowing you to keep track of deadlines, priorities, and workloads. Powerful analytics through interactive dashboards and reports ensure that you make data-driven decisions for your Legal Department. Open API architecture allows you to seamlessly integrate Xakia into Outlook, Gmail and other critical software within your LegalTech and Enterprise ecosystem and workflows. > No more spreadsheets – Contract & Dispute Logs > Simple and streamlined - Legal Intake and Triage > Complete visibility - Collaboration Portal > Budget Control - Spend Management > Analytics - Interactive Dashboards & Reports Xakia is built for ease of configuration and adoption so you can avoid lengthy and costly implementations - you will be live with Xakia in minutes not months!

Albato is an intuitive no-code platform that empowers you to connect your favorite apps and automate essential business processes. Core Features: • Extensive App Ecosystem: Integrate with over 800 widely used apps, including Google Sheets, WhatsApp, Salesforce, Slack, and many others. • App Integrator: Seamlessly incorporate new apps into the platform using APIs or Webhooks. • Automation Builder: Create complex multi-step workflows with robust data transformation tools. • Solutions: Access a marketplace with ready-to-use automation templates or design personalized workflows to suit your unique requirements. • Embedded: Deliver integration functionality directly to your SaaS platform with Albato’s white-label interface. Streamline your business operations, save valuable time, and enhance efficiency with a scalable solution tailored to meet your needs.

Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.

HighGear, the most popular no-code workflow automation platform, allows everyday business users build enterprise-grade workflow apps without having to write code. HighGear is used by mid-to-large businesses in regulated sectors like banking, insurance, and energy to manage work, improve visibility, streamline operations, and meet compliance requirements. HighGear is an intuitive platform that can be trusted by management and approved IT. It allows you to easily create forms, design processes, and automate workflows.

FlowEQ offers a no-code workflow solution designed to seamlessly integrate with your existing systems, enhancing team efficiency. This innovative automation tool empowers teams to operate more swiftly in their current environments, promoting a better way of working. FlowEQ’s solution simplifies processes, ensuring that critical workflows are executed accurately every time, all while functioning within your established systems. Furthermore, FlowEQ integrates effortlessly with your Salesforce customer support platform and your Zendesk customer service application, providing a comprehensive solution. By embedding within your operational or customer service systems, FlowEQ comes pre-configured with the necessary integrations to support your teams in managing their routine tasks effectively. Ultimately, FlowEQ aims to transform how your organization operates by eliminating bottlenecks and improving overall performance.

You can influence how work is done. Convert repetitive tasks into workflows to simplify the daily grind. Your business will benefit from structure and visibility. Your business is growing but is it scaling well. Scaling well allows companies to handle increased sales or output without having to increase costs, employee turnover or lose customer satisfaction. Your workflows will help you grow your business without losing the things that make it great. Do you feel like your team is constantly switching browser tabs and getting sucked into small distractions each time they enter the office? According to the American Psychological Association (APA), switching between tasks can take up to 40% of a person's productive time. A well-organized workflow will help your team group similar activities together, and keep them focused on the important things by avoiding distractions.

AUTTO is an intuitive no-code platform that allows knowledge workers to revolutionize their business operations through automated workflows, data management, and seamless integrations. This innovative tool makes digital transformation feasible for organizations of any size. Users can easily create and customize business processes within AUTTO, leveraging its no-code workflow automation capabilities, whether for simple tasks or comprehensive operational platforms. The platform is designed to be user-friendly and can be deployed quickly, enabling processes to be operational in less than a day. By automating existing workflows and incorporating metrics, users can pinpoint areas ripe for enhancement. With its drag-and-drop functionality, AUTTO facilitates the creation of efficient workflows without requiring any coding skills, empowering professionals across various departments—including operations, legal, HR, and finance—to independently design and execute their workflows in just hours. Furthermore, AUTTO efficiently manages data collection, updates tables, sends out emails, and monitors progress, all while freeing up valuable time for users to focus on other critical business activities. This versatility positions AUTTO as a vital tool for modern businesses seeking to streamline their processes and improve overall efficiency.

Support your employees around the clock with our innovative AI-driven support assistant, designed to align with your specific business requirements. Atomicwork brings a tailored solution to every team interacting with your workforce, facilitating the dismantling of barriers that often separate them. By automating up to 80% of the manual tasks typically managed by your IT department, Atomicwork minimizes distractions and enhances employee productivity. This platform also liberates your HR team from the burdens of operational tasks, allowing them to evolve into strategic allies who maximize employee value throughout their journey, from onboarding to offboarding. Furthermore, Atomicwork enables your finance teams to deliver smooth support while remaining vigilant about best practices, compliance obligations, and external dependencies. Streamline the influx of employee requests by effectively assigning them to the appropriate specialists and fostering collaboration to meet their needs efficiently. With Atomicwork, you not only improve operational efficiency but also create a more cohesive work environment that empowers every employee.

Relay streamlines your tasks more effectively than any other solution by integrating AI support, collaborative human interaction, and a multiplayer setup. You can seamlessly incorporate AI into any workflow without the necessity for prompts. It helps produce content for standard messages, retrieve essential details from incoming emails, condense user feedback, categorize customer support inquiries, and much more. While some processes can be entirely automated, it’s often beneficial to include a human element, and Relay simplifies this integration when required. You can authorize significant automation actions prior to execution, evaluate the AI's performance, and personalize outgoing communications to enhance engagement. With Relay, the balance of automation and human oversight empowers teams to work more efficiently.

Fleak serves as a user-friendly, low-code serverless API builder tailored for data teams, eliminating the need for any underlying infrastructure while enabling the quick embedding of API endpoints into your modern AI and data technology ecosystem. Begin by setting up the necessary elements of your data workflow, which can include transforming data, creating text embeddings, and linking with vector databases, all achievable in just a few straightforward steps. The platform's intuitive features remove unnecessary complications, allowing you to efficiently create workflows without cumbersome configurations. You can easily add and adjust nodes to construct your workflow, accommodating various data formats such as JSON, SQL, CSV, and plain text. Furthermore, you have the flexibility to customize each step of your workflow to facilitate diverse data transformations. After designing your workflow, you can test and preview the results on the spot, ensuring everything is accurate before proceeding. Once the workflow is complete, Fleak enables seamless integration with large language models, databases, and a range of other critical tools, significantly enhancing your data management capabilities. This streamlined process not only saves time but also empowers teams to leverage their data more effectively.

Simply document a workflow, and let our advanced AI and automation technology handle the rest, enabling you to accomplish tasks with just a click. With Assign AI, you have the ability to automate any given workflow seamlessly. This technology can autonomously extract and compile data for reports, oversee email communications, collect analytics, and keep track of budgets, among a variety of other limitless uses. By automating routine tasks, you can save countless hours that can be redirected towards strategic growth. Shift your attention from mundane processes to more impactful initiatives. By eliminating human error, the system ensures that tasks are executed consistently, maintaining a high standard of quality and reliability. You can also easily manage increased workloads, allowing for flexible scaling of your operations without the necessity of significantly expanding your workforce. This not only relieves your team from repetitive tasks but also enhances their morale and job satisfaction by providing them with more fulfilling work. By embracing state-of-the-art AI automation technology, you can gain a competitive edge in your industry. Furthermore, you can significantly cut operational costs by automating repetitive tasks and reducing resource wastage, ultimately leading to substantial financial savings for your organization. In essence, adopting this technology transforms the way you work, paving the way for greater efficiency and innovation.

Windmill serves as an open-source platform for developers, functioning as a workflow engine that converts scripts into automatically generated user interfaces, APIs, and cron jobs. This innovative tool simplifies the creation of workflows and data pipelines, making it easier to construct complex applications that handle large volumes of data. Windmill supports multiple programming languages, allowing developers to write and deploy applications significantly faster, up to ten times quicker, while ensuring high reliability and observability through its self-hosted job orchestrator. Among its features are auto-generated user interfaces tailored to script parameters, a low-code application editor for crafting custom UIs, and a flow editor that utilizes a drag-and-drop approach to workflow design. Additionally, Windmill automatically manages dependencies, incorporates strong permission controls, and offers comprehensive monitoring capabilities. Users can trigger workflows using various methods, such as webhooks, scheduled tasks, CLI commands, Slack messages, or emails. Furthermore, developers have the flexibility to write their scripts in their preferred local code editors, allowing them to preview and seamlessly deploy their work using the command line interface, streamlining the overall development process. This robust platform ultimately empowers users to create sophisticated applications with minimal effort.

Jodoo is a comprehensive no-code platform that facilitates the rapid creation of personalized business software without requiring any programming skills. It enables users to design and implement custom systems, bringing various business applications together on a single platform. By utilizing Jodoo, you can turn your everyday operations into efficient digital workflows, eliminating the chaos of spreadsheets with bespoke solutions tailored to your specific business requirements. The platform includes a user-friendly drag-and-drop form builder with more than 20 types of fields, which allows for the integration of images, signatures, and calculations, all of which can be accessed on any device. With its real-time database, Jodoo ensures that all your business information is securely stored and consistently updated, featuring capabilities like automatic data linking between forms, comprehensive history tracking, and access controls based on user roles. Moreover, it simplifies collaboration across teams by providing a centralized location for all data, enhancing productivity and decision-making processes.

Solar is an agile and innovative platform powered by AI that allows users to effortlessly create tailored AI agents, automate workflows, and develop comprehensive applications, encompassing everything from Python backends and databases to contemporary front-end designs and user authentication, all within seconds through an intuitive visual editor and collaborative workspace. This platform merges the advantages of traditional coding with the simplicity of no-code solutions, featuring integrations for various functionalities such as email, web scraping, LLM interactions, data tables, file storage, and conditional logic, all of which can be deployed with just a single click. Additionally, Solar offers a suite of robust enterprise capabilities including role-based access controls, safety protocols, and customizable cloud options, making sure that deployments are both secure and scalable. With engineering talent hailing from prestigious companies like Y Combinator, Palantir, and Jane Street, Solar is designed to serve a wide range of users, from individual developers to larger collaborative teams, providing an appealing free tier that includes 500 credits and the ability to manage up to five projects, while paid subscriptions grant access to enhanced integrations, increased usage credits, collaborative tools, and enterprise-level security features. The platform is dedicated to continuously evolving and meeting the diverse needs of its users, ensuring they can leverage AI technology effectively and efficiently.

The implementation of automation in the workplace benefits both clients and service providers alike. With services operational around the clock, automation ensures tasks are completed swiftly and accurately. The SMTX Process Management Platform serves as an advanced solution for automating a wide range of business processes. This platform provides a strong foundation for enhancing internal operations and automating them wherever feasible. Designed with user-friendliness in mind, this no-code tool can be quickly put into action. Users can initiate new processes effortlessly via dynamic online request forms or by creating tickets manually, ensuring flexibility and efficiency in workflow management. By leveraging such automation tools, businesses can significantly improve their productivity and streamline their operations.

Introducing "Pulse," your comprehensive solution for project management, designed to help you maximize efficiency while minimizing effort through effective workflow automation. With its user-friendly interface, Pulse delivers robust project management capabilities that empower your team to excel in their tasks. Key features include Gantt Charts, Milestones, Task Dependencies, Schedules, Forecasts, Kanban boards, and detailed Reporting, among others. Additionally, Pulse boasts an integrated Digital Asset Management System (DAM) that functions in harmony with its project management features. Envision the potential of your team with tools like Version Control, Online Approval, Annotations, Workflow management, Secure Sharing, Document Conversion, Tagging, and Meta Search at their disposal. To further enhance your experience, we provide an economical custom report-building service tailored to your specific requirements. Whether you want to integrate your current business processes into our system or collaborate with us to create new workflows, Pulse offers the flexibility you need. Our powerful workflow automation system can significantly streamline your operations by automating a wide range of activities, ultimately transforming how your team collaborates and delivers results.

Transform your concepts into tangible outcomes using Collavate, a reliable cloud-based platform designed for seamless collaboration and document review processes. You can create, edit, and draft your documents while easily sharing them with other teams for additional feedback. By tagging specific individuals, you can guarantee their valuable insights are included! All documents uploaded through Collavate are managed by the Document Manager, which oversees permissions for each submission. The design of the approval workflow is straightforward and user-friendly. Collavate is compatible with various devices, including web browsers, mobile phones, printed copies, and e-ink displays. Our aim is to enable approvers to concentrate more on the content of the documents rather than the logistics of accessing them. Tailored to your specific requirements, Collavate allows customization of the approval process to align with your team’s structure and workflows, ensuring optimal collaboration and oversight. With Collavate, your team can streamline their processes and enhance productivity.

SourcePanel's Vendor Project Management System (VPMS) allows for the initiation of projects as needed. With tools for project scoping, automated workflows, and pre-assembled teams, transitioning projects from concept to execution becomes seamless. You can collaborate with your chosen vendors or tap into the VPMS vendor pool, which includes numerous pre-screened technology consultants, engineers, and project managers who are well-acquainted with the system. The innovative, cloud-based dashboard facilitates the management of several projects and teams simultaneously, enabling collaboration through various tools and notifications, approving tasks, and handling invoicing efficiently. VPMS simplifies the process for businesses to delegate smaller tasks to either internal teams or external vendors. The platform enhances project scoping and budgeting, standardizes legal documentation, provides collaboration tools, and incorporates administrative features for overseeing numerous users and projects from an intuitive dashboard. Ultimately, SourcePanel's VPMS stands out as the pioneering comprehensive vendor management software solution on the market today. It effectively transforms the way organizations manage vendor relationships and project workflows.

Folio3, a California-based software development company is well-known for its extraordinary contributions to introducing smart solutions worldwide, one of which EcoDocs. EcoDocs improves productivity and compliance by automating workflows. Use the dynamic form builder to create checklists and tasks, and integrate IoT devices to get real-time alerts about tasks.

Studio by Creatio offers an advanced low-code and process management platform that comes equipped with ready-to-use solutions and templates. Designing business processes of any complexity is as simple as arranging LEGO pieces: just rearrange components, collaborate with team members, discuss actions, and oversee all operations in a unified space. Utilize low-code technology to empower non-technical staff to create the applications and processes they require. Seamlessly develop custom solutions by harnessing low-code capabilities. With robust and adaptable low-code tools, even individuals lacking extensive technical expertise can construct new applications and modify existing ones, which encompasses creating user interfaces, formulating business logic, outlining data models, and establishing machine learning models to enhance decision-making processes. This approach ensures that businesses can respond swiftly to changing needs while fostering innovation from all levels of the organization.

ReadyWorks is a digital platform conductor (DPC). ReadyWorks analyzes information about the entire IT estate – endpoints, users, applications, and all their interdependencies – defines the rules for change, and uses intelligent automation to implement those changes. ReadyWorks provides IT teams with a holistic view of the environment, how future changes will impact that environment, and how and when those changes should be made so that users and business operations are not adversely impacted. Fortune 100 companies trust ReadyWorks to reduce the risk and cost of IT transformation programs. Schedule a demo today.

DocsCube serves as a comprehensive no-code solution that streamlines contract and workflow automation, accelerating your business processes effectively. Utilize simple and standardized digital forms to gather information effortlessly. With just a few clicks, create the initial draft, ensure data accuracy, and automatically produce all necessary supporting documents, which can then be sent for signing via email or a direct link. Key features include Contract Lifecycle Management, Workflow Automation, Document Generation, Agile Collaboration, Web Forms, Data Extraction, and E-Signature capabilities. This platform not only enhances efficiency but also fosters seamless collaboration among teams.

Cassidy seamlessly integrates with your existing tools, utilizing your organization's knowledge to streamline various tasks such as customer support, lead qualification, and RFP processing, among others. By effortlessly connecting your company's data and insights to AI, it can efficiently address employee inquiries, provide project updates, and accelerate customer responses, all while maintaining brand consistency. With Cassidy, you can eliminate concerns about AI inaccuracies, as its knowledge base offers dependable, verified, and sourced information directly from your company's resources. This ensures that all employees have immediate access to the latest information they require, with your organization's knowledge being centralized and synchronized in real-time. Furthermore, Cassidy empowers your AI to handle even the most complex workflows by fully harnessing the context of your distinct business operations, ultimately enhancing productivity and collaboration across the board.