Key takeaways:
- What is workflow automation software? Workflow automation software automates repetitive business processes by following predefined rules with minimal human intervention, eliminating time-consuming tasks, inefficiencies, and other bottlenecks.
- How do I choose the right workflow automation tool? The right tool depends on your business needs: comprehensive work management platforms for cross-functional teams, app integrations for connecting existing tools, or enterprise systems for complex compliance workflows.
- What’s the difference between integration tools and work management platforms? Integration tools like Zapier connect apps and automate tasks between systems, while work management platforms like Wrike provide complete workflow management with built-in project planning, collaboration, and automation.
- Why choose Wrike for workflow automation? Wrike combines comprehensive work management with AI-powered automation, offering rule-based workflows, 400+ native integrations, deep insights, and flexible customization — all in one platform that adapts to how your teams actually work.
The best workflow automation tools don’t just take repetitive tasks off your team’s plate. They streamline workflows that once required juggling dozens of tasks across different apps, spreadsheets, and email threads.
This is a massive win for many teams as these small but tedious tasks are often the biggest bottleneck in workflows, leading to duplicated work, missed updates, and delays.
Workflow automation tools can solve this problem, but choosing the right one depends on understanding what type of automation you actually need. A small team connecting two apps has different requirements than an enterprise orchestrating complex processes across multiple departments. A development team’s workflow needs may look nothing like a marketing team’s.
However, most workflow automation comparisons treat all tools as interchangeable, listing features without explaining which tools actually fit your situation. You’re left comparing Zapier to Nintex as if they solve the same problems — when in reality, they’re built for completely different use cases.
That’s why we’ve organized 18 workflow automation tools into seven distinct categories based on what you actually need to automate, as well as your organization’s scale:
- Comprehensive work management platforms (for cross-functional project teams)
- App integration specialists (for connecting existing tools)
- Enterprise automation systems (for large-scale process orchestration)
- Development/IT-focused tools (for technical teams)
- Small business solutions (for simple, quick-win automation)
- CRM-centric platforms (for sales/marketing workflows)
- No-code database tools (for flexible data automation)
And to make this useful (not just educational), we’ll show you exactly what these automations look like in practice — from marketing campaign approvals to IT ticket routing and more.
What is workflow automation software?
Workflow automation software streamlines repetitive business processes by following predefined rules and actions. This reduces or completely removes manual work, which drastically lowers the need for manual human intervention during specific processes.
It’s an umbrella term that covers fundamentally different types of tools, such as:
- Work management platforms like Wrike that combine project management with built-in automation. They handle the entire workflow lifecycle: task creation, assignment, approvals, and reporting — all within a single system.
- App integration tools like Zapier that connect your existing tools and move data between them. They excel at “if this, then that” automations — for example, when a new lead appears in HubSpot, creates a Trello card and pings the sales channel.
- Enterprise BPM systems like Nintex that orchestrate complex, compliance-heavy processes across departments. Think multi-step approval chains with audit trails, exception handling, and integration with legacy systems.
These aren’t competing solutions any more than a hammer competes with a power drill or a construction crane. A hammer drives nails. A power drill creates holes and drives screws faster. A construction crane moves tons of material across a building site. You’d never ask “which is better?” — you’d ask “what am I building?”
Let’s start with the most comprehensive option and work our way down.
Category 1: Best for comprehensive work management and cross-team collaboration
Fast-growing and large organizations often need complete workflow management with their whole work ecosystem under one roof. Tasks, files, approvals, timelines, and dependencies, all connected, all moving together. That’s where comprehensive work management platforms come in.
Think of something like a marketing campaign launch: A request comes in → tasks auto-generate → design, copy, and approvals are assigned → deadlines roll out → notifications fire → launch tasks kick off.
With a good workflow automation system, nobody has to manually build or automate tasks, dependencies, and flows every single time. The platform automates the workflow itself, while you stay in complete control of the different elements and how they fit in with one another (e.g., assignees, deadlines, steps, and so on).
Choose this category if you run complex, cross-functional work with inefficiencies and need automation baked right into your project management layer.
Wrike

Wrike’s webpage
Wrike combines project planning, team collaboration, and workflow automation in a single platform. Unlike pure automation tools that just connect apps, Wrike provides the full context of your work, from initial request to final delivery, with automation built into every stage.
Rule-based automation
Wrike uses a simple “when/then” structure anyone can set up without technical help (e.g., “When a task status changes to ’Ready for Review,’ automatically assign it to the manager, send a Slack notification, and set a 48-hour deadline”).
The platform includes over 50 prebuilt automation templates, organized by use case, which cover reminders, assignments, status changes, and custom field updates.
However, the real power comes from automating entire workflows, not just individual tasks.
Wrike’s request forms collect all project information upfront, then automatically create the project structure, assign tasks, set dependencies, and notify team members. For example, a creative team’s campaign request form can trigger the complete workflow (content → design → proofing → approval → launch) without anyone manually setting up the project.
Flexible workflows for cross-functional teams
Different departments work differently. Marketing might prefer email notifications while IT wants Slack alerts. Wrike lets each team customize its automation rules, workflow structures, and terminology to match its business needs without affecting other teams.
Custom item types let you define work beyond the standard “project/task/subtask” hierarchy. Development teams can track user stories and bugs. Service teams can manage requests and tickets. Each team gets vocabulary that matches how they actually work.
You can also set automation at the account level (organization-wide rules) or space level (department-specific). This means you can standardize processes where consistency matters while giving teams autonomy where flexibility helps.
Cross-app automation without extra tools
With 400+ native integrations, Wrike’s automation extends across your tech stack. When a task status changes, send an email or create a Google Calendar event. The day before a deadline, ping the assignee in Slack. When a project completes, generate an invoice in QuickBooks. When a new lead appears in Salesforce, create a Wrike project and assign it to the account team.

Example of Wrike’s task automation in action
For many organizations, this eliminates the need for separate integration tools like Zapier. The automation happens natively, within the context of your actual work.
AI tools that suggest automations you didn’t know you needed
Wrike’s Work Intelligence® suite uses machine learning to analyze your team’s actual behavior patterns and recommend specific automations. If you always assign the same person to a certain task type when it is created, Wrike notices and asks if you want to automate this process. If projects with certain characteristics tend to fall behind, it flags them before they go off track.
These aren’t generic suggestions. They’re based on how your specific organization works, and they get more relevant over time as the system learns your patterns.
Learn more about Wrike’s workflow automation capabilities
For a deeper understanding of Wrike’s potential, you can explore the following real-life stories:
- Moneytree: This retail financial services provider had been juggling a combination of email, spreadsheets, and in-person meetings to assign work, track progress, and manage edits and approvals for its marketing operations. With Wrike, they increased the speed of marketing projects by 75%, created a single source of truth for all projects, and saved 1.5 hours per week on generating reports.
- Syneos: This fully integrated biopharmaceutical solutions organization was also managing a growing workload using processes that involved spreadsheets and email. Wrike allowed the organization to replace spreadsheets with automated dashboards, make project planning easy with customized workflows and adaptable request forms, and completely tailor the project structure to its needs.
- Electrolux: This appliance brand’s global packaging design team was juggling multiple sources of information, including emails, PowerPoints, chat functions, meetings, Excel files, and Post-its for their processes, which naturally created a lot of bottlenecks and manual work. With Wrike, they reduced delays and confusion thanks to real-time project information, while also slashing the time spent on each project by 30%.
Monday.com
Monday.com is a visual work management platform built around colorful, customizable boards.
The interface is arranged in columns and rows, with tasks as rows and custom fields as columns. You can use it to build tables, timelines, charts, and other visuals to display this headline information in different ways.
Although the free plan only includes board view, Monday.com offers Kanban boards, Gantt charts, and project dashboards.
Automation strengths: Automations are sleek and work across integrated tools. Pre-made templates cover common scenarios, or you can build custom recipes from scratch. It also has AI workflows that can generate automation sequences from plain-language prompts.
Best for:
- Mid-sized businesses wanting a familiar spreadsheet-style interface
- Teams that value sleek integrations and quick setup
- Organizations that prefer visual, colorful dashboards
Asana
Asana is a popular task and project management tool with a clean, minimal interface. Its automations are similar to those in Monday.com — you can set up rule-based automation use cases across apps and integrations to suit your business needs. Again, this is handy if you want to save time on repetitive manual tasks.
Automation strengths: Asana offers rule-based automation for task assignments and due dates. Template-based projects auto-populate tasks, which helps standardize repeatable work. The platform integrates with common tools via API, and its uncluttered interface appeals to teams that find other platforms visually overwhelming.
Best for:
- Smaller teams with straightforward task management needs
- Teams that prioritize simplicity over advanced automation features
Category 2: Best for app integration & connectivity
These tools can act as the glue between different apps and platforms. They don’t aim to replace your existing stack. Instead, they streamline workflows and boost efficiency for processes that require transferring data across multiple solutions.
Imagine a simple example:
A lead fills out a form → a CRM record is created → a Slack update is sent → the email sequence starts → the data gets logged in Sheets.
No project management needed. No dashboards. Just pure data movement.
Choose this category if your biggest pain is apps that refuse to work together unless you intervene, and you don’t need robust cross-team collaboration, timelines, or project management features.
Zapier
Zapier is the most well-known integration platform, connecting 7,000+ apps through user-friendly “Zap” workflows. If you’ve ever wanted to automatically send new form submissions to a spreadsheet or create Slack notifications when deals close, Zapier is probably where you started.
Automation strengths: The app library is massive, covering virtually any common business tool you can think of. The no-code interface makes it accessible to non-technical users, and multi-step Zaps support conditional logic with if/then branching. AI-powered suggestions recommend automations based on your connected apps, which helps surface opportunities you might not have considered.
Zapier also integrates with Wrike, so you can use it to connect Wrike with apps that don’t have native integrations. This extends Wrike’s already extensive integration library for edge cases.
Best for:
- Small businesses connecting common apps (Gmail to Google Sheets to Slack)
- Startups and solo entrepreneurs automating simple workflows
- Beginners who need quick-win automations without technical complexity
- Teams that need to connect niche apps not covered by other platforms
Make (formerly Integromat)
Make is a powerful integration platform for teams that have outgrown Zapier and need more control over complex automations.
Automation strengths: The visual flowchart-style builder shows data flow clearly, which makes debugging complex automations far easier than tracing through a linear Zap. Make offers advanced data transformation and routing capabilities, better error handling tools, and support for complex logic like arrays, iterators, and aggregators. For high-volume automation, pricing is more affordable than Zapier, which matters when you’re running thousands of operations monthly.
Best for:
- Technical teams comfortable with visual programming concepts
- Organizations with complex data transformation needs
- Users who’ve hit Zapier’s limits and need more control and flexibility
- Teams running high-volume automations where Zapier’s pricing becomes prohibitive
Workato
Workato is an enterprise-grade integration and automation platform designed for IT teams managing complex, mission-critical workflows at scale. This is the tool you bring in when automation is a strategic initiative, not just a convenience.
Automation strengths: Enterprise governance is the headline feature: audit trails, version control, and role-based permissions that let IT maintain control over what’s automated and by whom. Prebuilt “recipes” automate processes like employee onboarding and lead-to-cash workflows, so you’re not building everything from scratch.
Need to connect a proprietary system? Workato includes API management and custom connector building. Need to bridge cloud and legacy on-premise systems? It handles both. And AI-powered workflow optimization suggests improvements over time based on how your automations actually perform.
Workato is ideal for:
- Large enterprises (500+ employees) with IT-managed automation programs
- Organizations needing compliance and security controls for automated workflows
- Companies with complex integration requirements across many systems
- Teams automating mission-critical business processes where reliability is non-negotiable
Category 3: Best for enterprise-scale automation and compliance-heavy processes
This category isn’t about convenience — it’s about control. Enterprises need to automate processes that span departments, touch sensitive data, and absolutely cannot break.
Think of a vendor onboarding process: Legal reviews contracts → finance checks compliance → security approves access → VPs sign off. All tracked, timestamped, auditable, and SLA-enforced.
This is where enterprise BPM (business process management) and automation systems live. They’re extremely robust but also come with heavy implementations and multi-month setup cycles.
Choose this if you’re a large organization with complex workflows, multi-step approvals, and real compliance requirements.
Microsoft Power Automate
Microsoft Power Automate (formerly Microsoft Flow) is Microsoft’s workflow automation platform, tightly integrated with the Microsoft 365 ecosystem. If your organization already lives in SharePoint, Teams, Outlook, and Excel, Power Automate slots in naturally.
Automation strengths: The deep Microsoft 365 integration is the core value. Benefits include SharePoint document approvals with multi-level routing, Teams notifications triggered by business events, automated data entry from Outlook emails into your CRM.
But Power Automate goes beyond cloud apps. Desktop automation via robotic process automation (RPA) lets you automate actions on your computer itself, which is invaluable for legacy applications without APIs. AI Builder handles intelligent document processing, extracting data from invoices, receipts, and forms without manual entry. You get cloud flows, desktop flows, and business process flows all in one platform.
Best for:
- Organizations heavily invested in Microsoft ecosystem
- Enterprises needing desktop + cloud automation combined
- Teams already using Dynamics 365, SharePoint, or Power Platform
- IT departments automating legacy system interactions via RPA
Nintex
Nintex is an enterprise process management platform that specializes in document-heavy workflows. If your organization runs on contracts, onboarding paperwork, compliance forms, and multi-department approvals, Nintex is built for exactly that.
Automation strengths: Document generation (Nintex DocGen) and e-signatures (Nintex Sign) handle the full document lifecycle without leaving the platform. Process mapping and discovery tools help you visualize existing workflows before automating them, which is valuable when you’re untangling years of ad-hoc processes.
The platform integrates deeply with SharePoint and Microsoft 365, offers compliance-focused workflow design with detailed audit trails, and includes a drag-and-drop designer so non-developers can build workflows.
Best for:
- Enterprises with heavy document workflow requirements (HR onboarding, legal contracts, finance approvals)
- Organizations needing process intelligence and discovery capabilities
- SharePoint users requiring advanced automation beyond Power Automate
- Regulated industries requiring detailed audit trails and compliance documentation
Pega
Pega is the heavy machinery of enterprise automation: a platform for complex case management, AI-driven decisioning, and end-to-end process orchestration at massive scale.
Automation strengths: Where most automation tools handle predictable, linear workflows, Pega excels at unpredictable work that requires case-by-case decision making. AI-powered decision automation adapts to changing conditions in real time. Advanced case management handles workflows that branch, loop, and evolve based on new information. Real-time analytics and process optimization run continuously in the background.
Pega also offers industry-specific solutions for financial services, healthcare, insurance, and government, with prebuilt logic for things like insurance claims processing with fraud detection, banking customer onboarding with dynamic KYC/AML checks, and healthcare patient case management coordinating multiple departments.
Best for:
- Large enterprises (Fortune 500) with highly complex, regulated processes
- Organizations needing AI-driven decision automation at scale
- Industries with compliance-heavy workflows (banking, insurance, healthcare)
- Companies managing unpredictable work that requires dynamic case handling
Category 4: Best for development and IT teams
Developer, QA, DevOps, and IT workflows involve issues, bugs, deployments, service tickets, escalations, and on-call rotations.
Picture this: A monitoring alert fires → an incident ticket opens automatically → it assigns to the right squad → priority is set → Slack alerts go out → escalations kick in if nobody responds. All before anyone even touches the keyboard.
These platforms automate the backbone of engineering and IT operations.
Choose this if your work revolves around code, incidents, infrastructure, or technical workflows.
Jira
Jira is Atlassian’s issue tracking and project management tool, designed primarily for software development teams using Agile methodologies.
Automation strengths: Issue-based automations clear out the repetitive work that slows development down. Bugs can auto-assign based on component or label, overdue issues escalate to team leads, and when an epic is done, every story under it closes automatically.
Critical bugs trigger instant alerts to the on-call engineer. Behind the scenes, Jira’s automation engine mixes triggers, conditions, and actions, while JQL gives you the filtering power to bulk-update thousands of issues at once.
With DevOps integrations like Bitbucket, GitHub, CI/CD tools, your automations can stretch from code commit all the way to deployment. And custom workflow states let you map Jira to the way your team actually ships software.
Best for:
- SaaS and Software development teams practicing Agile/Scrum/Kanban
- Technical teams needing issue tracking and sprint planning
- Organizations with DevOps automation requirements
- Teams managing bugs, stories, epics, and technical debt
ServiceNow
ServiceNow is an enterprise IT service management (ITSM) platform that automates IT operations, service desk workflows, and IT business management.
Automation strengths: Incident management runs on autopilot with smart routing, prioritization, and escalation based on the rules you set. Change management workflows handle time-consuming approval chains and risk checks automatically, so you’re not chasing signatures.
Problem management links related incidents together to reveal the bigger, systemic issues instead of treating one-off symptoms. And the service catalog takes care of everyday IT requests.
When you plug in your monitoring tools, incidents can be created automatically the moment something goes wrong. Tickets route based on category, urgency, and who’s available. High-priority issues escalate fast if they’re not acknowledged within SLA timelines. Low-risk changes get auto-approved, while anything riskier flows through multi-level approvals.
Best for:
- Enterprise IT departments managing service desk operations at scale
- Organizations needing ITIL-compliant IT service management
- Companies with complex IT change management and approval requirements
- IT teams coordinating across multiple departments (security, compliance, facilities)
Category 5: Best for small business & simple workflows
These are the tools for teams that want clarity without complexity.
No sprints, no BPM matrices, no enterprise governance. Just simple ways to automate tasks like forms, notifications, approvals, and lightweight automations that help you stop using spreadsheets for everything.
Picture a small team:
A client submits a request → the system creates a task → assigns the account manager → sets the due date → sends the confirmation email automatically.
In short, simplicity and ease-of-use are the main drivers here, as opposed to versatility and cross-department collaboration capabilities.
Choose this category if you want practical software solutions for automation without admin overhead, complexity, or versatile project management features.
Airtable
Airtable is a flexible no-code database that combines spreadsheet simplicity with database power. If your team has outgrown Google Sheets but doesn’t need a full project management solution, Airtable can be the right fit.
Automation strengths: Airtable feels instantly familiar if you’ve ever lived inside a spreadsheet, but beneath that simple surface, you’re actually working with a full relational database. You can trigger automations when records are created, updated, or meet specific conditions.
Need to nudge someone? Fire off email or Slack notifications automatically. Need data to maintain itself? Fields can update on their own as other values change. And if you want to go deeper, Airtable lets advanced users drop in custom scripts (JavaScript) to handle logic that goes beyond the basics.
Best for:
- Small teams organizing data in flexible databases
- Content calendars, event planning, inventory tracking, CRM for small businesses
- Teams outgrowing spreadsheets but not needing full project management
- Creative teams managing asset libraries with metadata
- Freelancers and consultants tracking projects and clients
Zoho Flow
Zoho Flow is Zoho’s integration and automation platform, optimized for connecting Zoho’s ecosystem of apps. If you’re already running your business on Zoho CRM, Zoho Books, Zoho Projects, or Zoho Desk, Flow ties them together without leaving the ecosystem.
Automation strengths: It supports multi-step workflows with conditional logic, so you can handle branching scenarios without writing a line of code. The drag-and-drop builder keeps things accessible for non-technical users.
But Zoho Flow’s real advantage is how tightly it connects with the rest of the Zoho ecosystem — and it does all of this at a price point that’s noticeably more affordable than Zapier or Make.
Best for:
- Small businesses already using Zoho products (CRM, Books, Projects)
- Teams wanting affordable automation within a unified ecosystem
- Organizations looking to consolidate tools into the Zoho suite
- Budget-conscious small businesses needing basic integration
Kissflow
Kissflow is a simple workflow automation and business process management tool designed for small to mid-sized businesses.
Automation strengths: Kissflow comes with prebuilt workflow templates that cover common processes right out of the box — expense approvals, PTO requests, purchase orders, vendor onboarding, and more.
Its visual form builder makes data collection easy, and the approval routing supports multi-level hierarchies (manager → department head → finance) without any hassle. Email and in-app notifications keep tasks moving, while basic reporting highlights bottlenecks and where things tend to get stuck. And because the whole platform is no-code, business users can build and adjust workflows themselves, instead of waiting on IT.
Best for:
- Small businesses automating approval workflows (expense reports, PTO requests, purchase orders)
- Teams needing simple process management without technical complexity
- Organizations wanting quick deployment of standard workflows
- HR and operations teams managing routine approvals
Category 6: Best for CRM-centric automation
Sales and marketing teams need automation that moves deals, nurtures leads, scores prospects, triggers sequences, and routes customer issues — all based on what’s happening inside the CRM.
For example: A lead books a demo → assigns the right rep → logs activity → sends prep material → updates the pipeline → notifies the Account Executive. All automatic, all centered around the contact record.
HubSpot
HubSpot is an all-in-one CRM and marketing platform with built-in workflow automation for sales, marketing, and service processes. If your business revolves around attracting leads, nurturing them, and closing deals, HubSpot keeps automation where your customer data already lives.
Automation strengths: Lead nurturing workflows handle the follow-ups you’d normally forget — mail sequences, lead scoring, even progressive profiling. As deals move through the pipeline, automations generate the right tasks at the right time so nothing gets stuck.
Marketing benefits too: campaigns, social posts, and ads can all run on autopilot. And on the support side, tickets route and escalate automatically based on priority or customer tier, making sure the right issues get attention fast.
Best for:
- Marketing teams running inbound campaigns and content marketing
- Sales teams managing deal pipelines and prospect engagement
- Small/mid-sized businesses needing CRM + marketing + automation together
- Teams prioritizing ease of use and fast setup over enterprise features
Salesforce
Salesforce is the world’s leading CRM platform, with powerful workflow automation built for sales, service, and marketing processes at enterprise scale. If you’re managing complex deal cycles, sophisticated case management, or large-scale marketing campaigns, Salesforce is often near the top of the platforms that come to mind.
Automation strengths: Salesforce takes the manual chaos out of sales. It scores your leads, routes opportunities to the right rep, and moves deals along without you updating every field yourself.
For simple automations, you’ve got Workflow Rules and Process Builder. For more advanced, multi-step logic, the workflow builder lets you map everything visually. Marketing tools like Pardot and Marketing Cloud run your email campaigns and nurturing flows so sales and marketing finally work in sync.
Add AI tools like Einstein AI for smarter lead scoring and deal insights, and plug in thousands of apps through the AppExchange, and you’ve got a fully automated revenue engine instead of a spreadsheet circus.
Best for:
- Enterprise sales teams managing complex deal cycles
- Customer service organizations needing sophisticated case management
- Marketing teams running large-scale campaigns across multiple channels
- Revenue operations teams coordinating sales, marketing, and customer success
- Organizations requiring extensive customization and scalability
Category 7: Best for no-code database and app automations
Some teams need the freedom to structure their own data, not follow someone else’s project template.
They want flexible databases, formulas, buttons, and automations that feel like “spreadsheet superpowers.”
Imagine a content calendar: Move an article to “Ready to Publish” → auto-generate social posts → notify the editor → update related tables. No project management overhead, just data-driven workflows in a living workspace.
Choose this if you’re building internal tools, dashboards, wikis, or structured data workflows.
Skip if you need resources, timelines, dependencies, or cross-functional program management — these tools aren’t built for that.
Notion
Notion is a popular all-in-one workspace combining docs, wikis, databases, and task management. Automation features have grown over time through Notion AI and integrations, though they’re still catching up to dedicated workflow tools.
Automation strengths: Database automations fire whenever a property changes, keeping everything updated without you lifting a finger. Notion AI helps with the heavy lifting too — generating content, pulling out key data, and speeding up workflows.
You can also create button automations that spin up new entries from templates, complete with preset fields. Formula fields handle the math automatically, updating as your data changes.
And when you outgrow the built-ins, you plug into the Notion API through tools like Zapier or Make to handle the more advanced logic.
Best for:
- Teams prioritizing knowledge management and documentation
- Small companies wanting an all-in-one workspace for docs, wikis, and light project tracking
- Content teams managing editorial calendars with flexible views
- Personal productivity and note-taking with automation benefits
Limitations: Notion’s automation is best described as “good enough for light use.” Native capabilities handle simple triggers, but anything more sophisticated requires piping data through Zapier or Make, which adds complexity and cost.
Coda
Coda combines documents, spreadsheets, and databases into a single flexible workspace with automation baked in. If your team wants the flexibility of Notion but with stronger automation capabilities, Coda bridges that gap.
Automation strengths: Button-triggered automations let you run entire workflows with one click, right inside your doc. If something needs to happen on a schedule, time-based automations handle it automatically.
Coda’s packs plug into the apps you already use like Slack, Gmail, Google Calendar, Jira — so your workflows don’t get stuck in silos. And because formulas and automations live in the same interface, you’re not bouncing between tools just to get simple things done.
If your setup spans multiple workspaces, cross-doc automations keep data synced across different Coda docs so everything stays up to date everywhere.
Best for:
- Teams creating living documents that blend content + data + automation
- Product teams managing specs, roadmaps, and feedback in flexible docs
- Operations teams building custom tools and dashboards without code
- Teams that want Notion’s flexibility with more automation muscle
Choosing the right workflow automation tool
Workflow automation software comes in a lot of flavors — integration tools, work management platforms, enterprise systems, CRM-centered tools, database-first setups, and more. What you choose really depends on what your team is trying to solve.
If you’re handling cross-functional work like campaigns, client projects, product development, and launches, and you need planning, collaboration, timelines, and automation all in one place, a comprehensive work management platform is your best bet.
That’s where Wrike shines. It bakes automation directly into the way your team works — timelines, dependencies, resources, proofing, reporting, and much more. Instead of a disconnected automation layer, everything lives in one place and moves together.