Best Workflow Automation Software - Page 5
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Compare the Top Workflow Automation Software as of November 2026 - Page 5
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JSU Automation Suite for Jira Workflows is a no-code workflow automation tool for Jira that enables teams to build, manage, and customize workflow rules and automation without any scripting or coding experience. Designed for Jira Cloud, Server, and Data Center, JSU provides an easy, intuitive drag-and-drop rule builder and a Universal Rule Builder that lets admins configure conditions, validators, and post-functions to control transitions and automate repetitive tasks directly within Jira’s workflow engine, helping streamline processes like issue transitions, notifications, field updates, approvals, escalations, and linked-issue management. It supports unlimited automation executions, bypassing native Jira limits so teams can scale automation efforts regardless of their Jira plan. Users can visualize and manage all saved workflow rules at a glance, track execution logs for debugging, and enforce data governance by restricting issue movement.
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OneAdvanced AI
OneAdvanced
OneAdvanced AI is a privacy-first, enterprise AI platform designed to embed intelligence directly into business workflows to boost productivity, streamline processes, and support complex decision-making while keeping data secure and compliant. It combines a private, UK-hosted large language model with sector and role-specific AI agents that automate routine tasks such as summarizing information, generating insights, and handling domain-specific workflows tailored to industries like healthcare, legal, education, housing, social care, and wholesale logistics. It includes intelligent chat interfaces for centralized interaction, agentic AI that orchestrates multiple agents to manage intricate processes, and embedded AI that brings conversational and contextual intelligence into existing applications. OneAdvanced also emphasizes custom privacy controls and data sovereignty, ensuring sensitive information remains secure and compliant. -
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Thread AI
Thread AI
Thread AI’s Lemma is a composable AI orchestration platform that lets organizations build, connect, and manage secure, scalable AI-powered workflows and agents to automate complex, mission-critical processes without reinventing infrastructure. It provides builder-friendly interfaces, low-code building blocks, SDKs and APIs for engineering teams, and centralized observability and traceability for all workflows, enabling drag-and-drop creation of reusable AI “Workers” that integrate models, functions, and data from structured or unstructured sources. Lemma prioritizes security and compliance with enterprise-grade safeguards, including AES-256 encryption at rest, TLS in transit, governance controls, and configurable workflow guardrails to strip or redact sensitive data, while supporting on-cloud or on-premise deployment and automatic vulnerability scanning. -
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Firstwork
Firstwork
Firstwork provides AI for workforce operations with enterprise-grade AI agents that boost fill rates, reduce drop-offs, and move candidates from offer to first shift without friction. Built for the people who build the world, Firstwork automates the operational steps that slow down hiring, onboarding, compliance, and workforce management. Its Document Verification agent automatically verifies IDs, permits, and required documents in real time, flagging errors, poor image quality, or missing details instantly for faster onboarding. Browser Automation automates web-based tasks across external portals and systems, completing checks and updates with full audit trails in parallel across directories and portals. The Workflow Engine turns SOPs into automated, adaptive workflows using AI, letting teams design complex, multi-step processes that run end-to-end without manual coordination. -
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Intellistack
Intellistack
Intellistack Streamline is a secure, AI-native, no-code workflow automation platform designed to help organizations eliminate manual processes, connect siloed systems, and streamline operations. The platform enables businesses to replace disconnected tools and inefficient workflows with a centralized solution built around data safety and compliance. Intellistack Streamline allows teams to automate workflows, create digital forms, generate documents, manage contracts, and collect eSignatures without coding expertise. It integrates with systems such as EHRs, CRMs, databases, SharePoint, Salesforce, Epic, Cerner, Slack, Snowflake, and SQL databases to create seamless data-driven processes. The platform is designed for organizations that handle sensitive information and require strong security, governance, and compliance controls. Intellistack Streamline helps businesses reduce costs, improve efficiency, consolidate vendors, and reclaim time spent on repetitive administrative tasks. -
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Uplift
Uplift
For a decade, knowledge workers have been the glue between tabs - copy from here, paste there, repeat. Even with AI chat, they are still the middleman, just a faster one. Uplift ends that. You describe the routine you want automated in plain language. Uplift shows you a map of what it understood, builds the agent, and runs it across the tools your team already uses, like Salesforce, HubSpot, Gmail, Google Sheets, and Slack. Then Uplift keeps it alive: when a model changes, an API drifts, or something breaks at 2am, that is Uplift's problem, not yours. No node-based logic. No flowcharts. No consultants. Your team describes the outcome. The building, monitoring, and maintenance sit with us. Built for the teams that drive growth across sales, marketing, operations, and HR. -
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Navon
Navon
Navon builds AI operational infrastructure for mid-market businesses. We work with companies doing $10M to $250M in revenue across construction, real estate, healthcare, financial services, and professional services to automate the workflows that keep their operations running: approvals, change orders, RFIs, submittals, document control, financial reporting, and cross-team coordination. We operate on two layers. Our advisory practice starts with an operational audit: we map a company's workflows end to end and identify where AI creates measurable leverage. Our platform turns those findings into production systems: structured workflows with role-based access, automated approvals and routing, real-time operational dashboards, and Nova, an embedded AI assistant that works within the full context of the business. Mid-market companies face a specific problem. They're too complex for off-the-shelf automation tools and too lean for the enterprise consulting firms. Navon sits in that gap.Starting Price: $0 -
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DocuVera360
Trellissoft, Inc.
DocuVera360 by Trellissoft is a unified, enterprise-grade AI automation platform designed to transform fragmented enterprise data processing into centralized operational intelligence. Built specifically for complex, high-stakes sectors—including legal, insurance, manufacturing, and financial services—DocuVera360 combines advanced Natural Language Processing (NLP) and machine learning to extract critical insights, automate multi-stage workflows, and guarantee continuous regulatory compliance.The platform eliminates operational friction by serving as a single intelligent workspace that connects disparate knowledge bases, optimizes reporting pipelines, and generates strategic business insights at true enterprise scale. Rather than functioning as a siloed tool, DocuVera360 unifies data management across documents, spreadsheets, live databases, and legacy systems. -
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Impact360
CCE Technologies
Impact360 is a no-code platform connects to design systems, converting unstructured data into structured knowledge to power automated workflows. The software creates workflows and outputs such as bounding boxes, volume calculations, inspection reports, and dimensional checks. Manufacturing teams can access hole feature summaries, quality teams receive FAI packages, sales teams generate product datasheets, and operations teams work with geometry-aware BOMs. The platform includes real-time collaboration tools, secure supplier communication channels, advanced visualization capabilities, and multi-CAD interoperability. Impact360 operates securely within existing environments while protecting intellectual property and maintaining compliance standards across complex engineering operations. -
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Senttr
Senttr
Senttr is a digital worker platform that automates repetitive, manual operational processes, from first lead to cash collected invoice management for operational teams in industries like construction, manufacturing and services. Business users can deploy automations within minutes, without IT dependency or technical expertise, while retaining human oversight over the process. -
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LiveContext
LiveContext
LiveContext is an AI workflow and agent platform. Describe a job in chat and the AI builds a workflow you can read: a visual graph of triggers, 1000+ API integrations, tables, decisions, loops and agent steps. The model builds the workflow, it does not run it, so executions are predictable, cheaper in tokens and fully observable. Where you want judgment, add an AI agent node with scoped tools and a spending budget. Workflows power small web apps your team can use, run on schedules, webhooks, forms or chat, and can be called by other agents as tools. Built-in tables store your data, every run is traced node by node, and each agent has its own metrics and credit budget. LiveContext also exposes its workflows, tables and integrations as an MCP server. Available as a cloud service with a free plan, and as a self-hosted Community Edition (source-available, LiveContext Sustainable Use License). -
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ClearMakes Inbox
ClearMakes
ClearMakes Inbox is a browser-based workflow automation service for small teams that manage work through email and chat. Users connect messaging accounts and describe an intended process in plain language; Inbox turns the request into editable steps that users can review before enabling. Workflows can start when a new message arrives in Gmail, Outlook, Slack or Microsoft Teams, then take actions such as posting to a channel, drafting or sending an email reply, creating a HubSpot contact, or adding a row to Google Sheets. Steps can summarize messages, pause or wait for a reply, and retry after a failure. Activity records show workflow runs and their individual steps. Smart FAQ stores answers to recurring questions and can use them to respond to common email inquiries. The service also connects to other listed apps and supports user-provided MCP servers or HTTP endpoints as workflow steps. It is designed for support, sales follow-ups and other message-driven tasks handled by small teams.Starting Price: $29/month -
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Diagna
Diagna.ai
Diagna is a healthcare workflow automation platform for specialty practices. It processes incoming faxes and other documents by identifying document types, extracting information, matching records to patients, updating EHR fields, and routing work or exceptions to staff. Its workflows cover fax triage, referral intake and follow-up, and automated data entry; the product also supports work involving records, lab results, prior authorizations, insurance denials, and prescriptions. Practices can keep their existing fax numbers and EHR, while Diagna is configured around their processes and systems. The product is intended for independent specialty practices and multi-location groups, supporting front-desk, referral, billing, and practice-management teams with document-heavy administrative work. Staff can review actions and correct fields, and unclear cases can be routed for human attention. -
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Etrieve
Softdocs
Etrieve by Softdocs is a fully browser-based ECM solution that combines document management, electronic forms, and workflow components into one, scalable platform. Etrieve offers a fully-functional component-based architecture that is flexible to meet the needs of any school district or higher education institution. Available on-premises or as a fully cloud-based deployment, Etrieve truly provides next generation of paperless. Enhance the benefit of your current enterprise content management solution by deploying Etrieve as a complementary toolkit for e-forms and workflow automation. Supporting the creation of comprehensive digital records, Etrieve extends secure, anytime document access to your students and staff. Optimizing the experience of remote employees and distance learners, Etrieve streamlines and simplifies data collection processes. -
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Hornbill
Hornbill
Hornbill Platform: Automate and digitize your organizations' workflows with a series of fully integrated, intuitive applications for your enterprise. Digital technology significantly improves the economics of any business, and that's driving Digital Transformation; something that is on every organization's strategic roadmap. Hornbill's platform and solutions enable you to achieve this goal. Each solution is designed to support your unique business functions, but delivered on a unified technology platform, with a shared data model and full integration between them. Business users can easily automate workflows both within and across departments, with a no-code environment meaning no expensive consultancy or technical projects required to start realizing value. At the heart of any digital transformation agenda is a flexible workflow automation capability. Express complex business workflows graphically, no code, no specialist technical expertise. -
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Treeno Workflow Management
Treeno Software
Treeno Workflow Automation solutions eliminate repetitive tasks that often involve time-consuming bottlenecks and paper shuffling. With Treeno’s electronic workflow management tools, you automate each step in your organization’s business processes. As documents and files enter a workflow, they are securely routed to the right people at the right time. Powerful reporting capabilities allow you to monitor and track a document’s progress and anticipate any performance issues before they occur. Your departments are free to handle more productive tasks. Treeno Workflow Management System lets you streamline your repetitive business processes. Treeno Document Management has all the features and functions of an enterprise-class electronic document management system without the high cost. Secure collaboration as documents are routed from one user to another. Workflow management reports identifying performance bottlenecks.Starting Price: $50 per month -
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BettrData
BettrData
Our automated data operations platform will allow businesses to reduce or reallocate the number of full-time employees needed to support their data operations. This is traditionally a very manual and expensive process, and our product packages it all together to simplify the process and significantly reduce costs. With so much problematic data in business, most companies cannot give appropriate attention to the quality of their data because they are too busy processing it. By using our product, you automatically become a proactive business when it comes to data quality. With clear visibility of all incoming data and a built-in alerting system, our platform ensures that your data quality standards are met. We are a first-of-its-kind solution that has taken many costly manual processes and put them into a single platform. The BettrData.io platform is ready to use after a simple installation and several straightforward configurations. -
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appse ai
appse ai
appse ai is an ERP-native automation platform designed to connect core systems, business applications, and AI agents into one operational workflow layer. The platform integrates ERP systems such as SAP Business One, Dynamics 365, NetSuite, Acumatica, and Sage with CRM, ecommerce, finance, marketplace, and productivity tools. appse ai supports rule-based workflow automation, AI-enabled workflow automation, and no-code agentic AI for automating operations across departments. Its AI agent suites cover order to cash, procure to pay, finance and AP/AR, operations and inventory, and sales, CRM, and customer workflows. Teams can use pre-built templates, SmartScript, a visual no-code builder, a unified API hub, and 1,000+ integrations to automate repetitive work without coding. appse ai helps mid-market businesses reduce manual effort, improve data accuracy, connect fragmented systems, and run ERP-centered operations more efficiently. -
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Nunar
Hakuna Matata Solutions
Nunar is an AI execution platform that automates the pre-ERP stage of logistics operations, including RFQ ingestion, customs declarations, vendor reconciliation, purchase orders, and shipment tracking. It processes unstructured inputs from emails, PDFs, and scanned documents, structures the data, validates it against business rules, and pushes it into existing ERP, TMS, and finance systems. Built for freight forwarders and logistics enterprises. -
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Flowdoh
Enadoc
Flowdoh is a business process management (BPM) and workflow automation solution that redefines organizational collaboration through optimized automated processes using a low-code workflow engine. This allows fast workflow building and business process automation without the costly and tedious procedures. Flowdoh fully integrates its own document management platform which serves as a secure vault for confidential information. Eliminate paper forms and easily digitize files from multiple sources: mobile, scanner, email. Comply with data privacy and international audit standards. Revise existing processes on the fly, and rapidly deploy new apps in hours. No need to wait for days to build simple workflows and integrate into core applications. Visualize, map, plan, and deploy processes through easy drag and drop. Collaborate across teams to build the perfect workflow for your business. Easily monitor initiated workflows, maintain audit trails. -
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Cloudenly
Scelloo
Cloudenly is our flagship product, and it births a new unified digital commerce economy. It provides end-to-end business workflows, productivity and digital tools that help organisations build, manage and scale their businesses. Cloudenly relies on a unified data kernel to provide workflow automation for purchasing & inventory management, sale, customer & partner relationship management, asset management, budget planning, accounting, document management, organization design, people operation, benefits administration and payroll. It also integrates other service providers and stakeholders to give businesses a much better chance to thrive. Our products are modularized and are offered primarily on a Software as a Service (SaaS) basis, giving you the the flexibility to customize your account on a need basis and only pay for the services you consume. -
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Cypher IQ
Cypher IQ
Cypher IQ Digital Platform is the “Secret Code” to business process automation. The platform was developed because there is a need for businesses to be able to access technology that is affordable, simple to use, quick to install, with straightforward licensing. Digitise and Automate any of your business processes. Speak to one of our experts to find out how. Make your business more productive by bringing together your people, processes and data in a single platform. Designed around your specific needs, it will save you time, save you money and increase efficiency within your business. Cypher IQ digital can provide our Digital Teams package that can provide incredible technology without having to license all modules. Cypher IQ Digital can provide its Design, Implementation and Support to just a single workflow requirement. Provide Cypher IQ Workflow Platform with access to up to 10 Workflows. This includes access to our Turn Key Solutions and Configurable Technology Solutions. -
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Fleso
Fleso
HIPAA Compliant AI generated Workflow automation. Focus on what's important. Streamline administrative tasks with Fleso, a No Code chat format AI designed to generate HIPAA compliant workflow automations. Ideal for healthcare workers, or any administrative agent, Fleso reduces repetitive tasks, allowing you to focus on what's important. Say goodbye to administrative headaches and hello to efficient workflows! -
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Codeless ONE
Modern Requirements
Build, evolve, and launch custom applications effortlessly with AI. No-code, no tedious drag-and-drop. Streamline your journey from ideation to launch, ensuring rapid prototyping, intuitive design, and seamless scalability with no-code. There is a no-code solution to meet every need of your organization. Manage each aspect of your business using fully customizable software applications. Spend less and get more workflows streamlined with innovative no-code development. With the newest AI-powered no-code technology, anyone can build their own app and have it running within hours. Build apps that connect seamlessly, fostering collaboration across your business ecosystem. Scale and modify your apps seamlessly, reducing dependency on heavy IT resources. Move beyond traditional app development to save costs, time, and resources, reinvesting in your business's innovation and growth . -
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Beacon.li
Beacon.li
Beacon.li – Enterprise AI Implementation Orchestration Platform Beacon.li is an AI-powered platform that automates and orchestrates enterprise software implementations. It helps organizations streamline complex deployments by reducing reliance on manual configurations, scattered documentation, and expert-dependent processes. The platform manages key stages of the implementation lifecycle, including environment setup, data readiness validation, configuration, testing, cutover execution, and post-launch hypercare support. Designed for implementation teams, project managers, and IT organizations, Beacon.li converts implementation best practices into structured, repeatable workflows. This approach improves consistency, reduces operational effort, and minimizes errors during deployments. By simplifying and accelerating large-scale implementations, Beacon.li enables organizations to deliver projects faster and manage enterprise rollouts with greater control and reliability. -
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SimplSolutions
SimplSolutions
SimplSolutions is a governed AI business automation platform built around one Business Brain: company knowledge, policies, brand voice and workflows. Source-grounded answers and an employee assistant support consistent execution, with human approvals and escalation paths. Training, Admin, Agency and Sales hubs support onboarding and practice, routine email and calendar work, content and social operations, and sales playbooks, follow-up and conversation intelligence. SimplSolutions serves multi-location operators, franchises, service businesses and growing teams. Scope and pricing are tailored to the business. Contact SimplSolutions for a demo and quote. -
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1Channel Workflow Automation
1Channel
1Channel Workflow Automation Software helps distribution and sales teams build no-code approval workflows with up to 7 configurable levels. Automated email and WhatsApp triggers notify approvers the moment an action is pending, while escalation and rejection rules keep requests from stalling. The platform covers order approvals, credit and return requests, and stock replenishment, with workflow versioning that keeps a history of how approval logic has changed over time. 24+ reports give operations and finance teams visibility into approval status across the organization, replacing manual sign-offs with rule-based routing tied to each team's reporting hierarchy. -
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Tessaract.io
Tessaract.io
Tessaract is powerful business management software offering a unique cloud-native, code-free workflow automation solution that helps B2B professional services firms grow their business through greater productivity and resource efficiency. Tessaract has various modules such as practice management, case management, workflow management, document management, digital signature, and accounting. Our solutions are client-focused, and definitely lawyer-focused, to ensure we get the best interactions. Our methodology of constant building and evolving to meet the real needs of our users has distilled client, case and document processes to a crystal clear product. -
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CustomJS
CustomJS
CustomJS is a platform for modern automation workflows. It allows you to generate PDFs from HTML templates, merge documents, capture high-resolution screenshots, host HTML pages and forms, and process incoming emails via Mailhooks. With CustomJS, collected form data or incoming emails can trigger workflows directly in n8n or Make, making automations seamless and efficient. The built-in form builder simplifies data collection, while Mailhooks enable processing of email content and attachments without extra infrastructure. The platform also provides lightweight static hosting for landing pages, dashboards, or AI-generated HTML tools. Combined with automated document generation and screenshot capabilities, CustomJS streamlines reporting, invoicing, dashboards, and other workflow-heavy tasks. Whether you need PDFs, email processing, dynamic forms, or automated screenshots, CustomJS extends your workflow platforms with powerful, ready-to-use capabilities. -
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Claris Connect
Claris
Digital transformation starts with flow. Escape from app chaos by bringing your everyday apps together to create automated workflows. Streamline your business. Supercharge your innovation. Your one platform for thousands of uses. Simplicity and power are no longer a tradeoff. Just point and click to pick the apps you want to connect, select triggers and actions, and now your apps are working for you. Automate in minutes, not days. Really. All of your apps and flows work together. Integrate both cloud and on-premise apps into a seamless workflow — including custom apps built with Claris FileMaker. Even use device-to-cloud integrations from your phone. Claris Connect is built on Claris Core. This means our DevOps, CloudOps, and SecOps teams work to ensure you have the latest technologies and strongest security. We include end-to-end encryption, HSM key management, OAuth, MFA, AI-based threat protection, and more. Connect with confidence.
