Best Process Documentation Software for Microsoft 365
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Compare the Top Process Documentation Software that integrates with Microsoft 365 as of December 2025
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This a list of Process Documentation software that integrates with Microsoft 365. Use the filters on the left to add additional filters for products that have integrations with Microsoft 365. View the products that work with Microsoft 365 in the table below.
What is Process Documentation Software for Microsoft 365?
Process documentation software is designed to assist businesses in the organization and storage of their company's procedures. It provides a digital platform to store, organize, and share step-by-step instructions for any task or project. Process documentation software helps streamline existing processes with easily accessible data that can be referenced quickly. This type of software ensures that all employees are on the same page by providing clear procedural guidelines so everyone is working from the same source of information. Finally, process documentation software provides an efficient way for businesses to keep accurate records of their internal activities over time without having to manually enter data into written documents. Compare and read user reviews of the best Process Documentation software for Microsoft 365 currently available using the table below. This list is updated regularly.
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1
Theum
Theum AG
Theum is cutting-edge software that combines comprehensive knowledge management technology with the power of generative AI to create the ultimate platform for automating and controlling your organization’s knowledge flows and realizing the maximum value of your knowledge assets. - Automate complex requirements for aggregating, curating, synchronizing, securing, converting, publishing, and delivering knowledge from every silo - Enable fast retrieval of the exact, detailed knowledge needed for any task with state-of-the-art, multilingual semantic search enhanced with one-of-a-kind, intelligent context guidance - Empower users with the analytical power of ChatGPT, ready-to-use with a few clicks and seamlessly integrated with your knowledge - Improve knowledge quality and impact by measuring user engagement, access patterns, trending needs, knowledge hotspots, and more - Eliminate unscalable AI development, uncontrolled knowledge flows, and the risk of unapproved knowledgeStarting Price: $990 per month -
2
Miro
Miro
Keep your team's minds in sync with Miro (formerly RealtimeBoard and AWW app). A virtual whiteboard and remote collaboration tool, Miro helps cross-functional teams work more efficiently together to build great things. The platform allows teams to ideate, visualize, and share ideas without any boundaries. It comes with over 200 pre-made templates for capturing and visualizing ideas, collaboration tools such as comments, chat, screen sharing, and video chat, and integrations with popular business tools. Miro AI. You and your team, supercharged. You're here to create the next big thing and we're here to help. Unlock the power of your ideas with Miro AI – your new launchpad for creativity, collaboration, and productivity.Starting Price: $8 per month -
3
ClickUp
ClickUp
ClickUp is the future of work with tasks, docs, goals, project management and more. Data silos and duplicate spend have no place in a modern workplace. ClickUp brings all of your work into one place—one app to replace them all. Whether you're proofing ads or working on sprints, ClickUp is fully customizable for every type and size of team. Built for teams of all sizes and industries, ClickUp’s fully customizable and proprietary features make it a must-have for any teams that want to keep everything from design to development in one place. ClickUp AI is a role-based AI assistant that helps software teams use artificial intelligence to streamline workflows, save time, and enhance creativity. ClickUp AI provides more than 100 templated prompts that are tailored to users. These prompts were developed in partnership with workplace experts across industries. ClickUp AI can be used for AI writing, AI coding, summarizing, writing briefs, sales/marketing emails, and more.Starting Price: $5/user/month -
4
Lucidchart
Lucid Software
Lucidchart is an advanced diagramming tool designed to help businesses and teams optimize their processes, systems, and workflows with intelligent, data-driven diagrams. The platform combines powerful AI features, such as AI-generated diagrams, data linking, and real-time collaboration, to make visualizing complex systems and architectures faster and more efficient. Lucidchart supports multiple use cases, including process maps, flowcharts, technical diagrams, organizational charts, and systems planning. Its seamless integrations with popular apps like Jira, Confluence, Slack, and Teams allow for enhanced collaboration, enabling teams to align on priorities and act on insights quickly. Lucidchart is the perfect tool for anyone looking to create professional diagrams in less time, while fostering better decision-making and innovation.Starting Price: $7.95/month/user -
5
Whale
Whale
Whale is a knowledge & SOP sharing tool that centralizes all of your standard operating procedures, policies, and tribal knowledge so you can better onboard, train, and grow your teams. Save your team several hours a week by delivering knowledge in their moment of need with our web application, chrome extension, slack bot, and more. 75+ templates and a powerful editor make it easy to get knowledge out of your experts' heads and into a simple and visually attractive hub. Grow your team more quickly by making the knowledge they need flow automatically with assignments, flows, and suggestions. Expert reviews, knowledge gap insights, and reporting dashboards help you understand what's working and what's not. With the Whale browser extension, you can connect Whale to all of your favorite applications to surface relevant content in your team's tools, websites, and portals. The extension works with every web-based app.Starting Price: $0 per month -
6
Gluu
Gluu
Gluu is a process operations platform that connects how you design work with how teams run it. Map end-to-end processes with roles, controls and SOPs, then publish to web, iOS and Android. Turn flows into execution: schedule checklists, recurring tasks and case workflows with owners, due dates, approvals and required evidence. Frontline users get the right task, instruction and form at the right time; managers see progress and handoffs in real time. Capture data with no-code forms, automate reminders and reports, and keep versioning with a complete activity trail. Log issues, incidents and CAPAs in context, link risks and controls, and prove standard work was followed—every time. Portfolio views track projects and cases against shared templates across sites. Outcome: consistent execution, faster onboarding and fewer errors—without adding headcount. “Gluu lets us see if tasks haven't been done and if work is not flowing - in the entire value chain.” — Hans Jørgen Ebbesen, CEO, CJStarting Price: €2 / month / user -
7
ProcessPlan
ProcessPlan
ProcessPlan manages every process, workflow, task and decision to ensure your company runs flawlessly every day. Then, our Machine Learning (AI) analyzes your processes and automatically improves their results. The Machine Learning will increase sales, improve quality, maximize profits, reduce costs, increase customer satisfaction, improve response times, reduce rework and much more. In fact, the system will handle most management tasks for you and reduce your management time by around 60%. Our system will help you discover the process steps, the people involved, and the data collected along the way. All the information is discovered and delivered to you in an organized way. Process documentation used to be tedious and time consuming. Not anymore. Once the process steps and people are discovered, the system will assemble your process diagrams and produce printable process documentation with one click.Starting Price: $12 per user per month -
8
SmartDraw
SmartDraw
SmartDraw is a data-driven diagramming and collaboration solution that can replace Lucidchart, Visio, or Miro at your enterprise. Get all the features you need at a more affordable price: - Sophisticated diagramming that lets your team make flowcharts, organizational charts, floor plans, CAD drawings, project charts, network diagrams, UML diagrams, AWS, Azure, and more - Whiteboarding and real-time collaboration - Powerful integrations that allow you to generate diagrams from data automatically - Migrate your existing Visio and Lucidchart files in bulk SmartDraw will save files directly to OneDrive, SharePoint, or Google Drive, giving you full control of your data. Minimize risk, simplify compliance, and increase data security. SmartDraw also works hand in glove with your existing IT infrastructure without disruption. You can provision users, save files, and set permissions entirely inside the Microsoft or Google enterprise stack.Starting Price: $10.95 per user per month
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