Blog

Top 10 Workflow Automation Software for 2022

Blog

Top 10 Workflow Automation Software for 2022

Blog

Top 10 Workflow Automation Software for 2022

Blog

Top 10 Workflow Automation Software for 2022

Blog

Top 10 Workflow Automation Software for 2022

Download PDFDownload PDF
Blog

Top 10 Workflow Automation Software for 2022

Formstack
/
November 10, 2022
Blog

Top 10 Workflow Automation Software for 2022

MIN
/
November 10, 2022
About the Episode
Episode Highlights
Meet our Guest
Episode Transcript

Imagine a world where the tedious parts of your daily work routine can be completed automatically, without taking time away from higher-value priorities. With an all-in-one productivity solution like Formstack, this concept is not only possible—you can put it into practice right now. 

Read on to discover how workflow automation software can help your organization work smarter, not harder to reach your objectives and which workflow automation software options may be right for you. 

What Is Workflow Automation?

To understand workflow automation, let’s first break the term down. A workflow includes all of the processes and activities necessary to complete a task from start to finish. Techopedia defines automation as the “creation and application of technologies to produce and deliver goods and services with minimal human intervention.” 

Combining the two concepts, workflow automation is the act of shifting the completion of workplace tasks and activities from humans to computers.

This approach relies on software to perform work-related tasks independently within well-defined, automated business parameters. 

Workflow automation software helps organizations to

  • Boost productivity
  • Reduce errors
  • Make processes more secure
  • Enhance the customer and employee experience
  • Eliminate outdated, paper-based processes

Automated workflows are most commonly used for tasks that are repetitive or unnecessarily time-consuming, as well as those that require a high level of accuracy free from human error. 

Did you know? 51% of workers report spending at least two hours per day on repetitive tasks. Discover what’s taking up so much valuable time by reading our 2022 State of Digital Maturity report

Who Uses Workflow Automation?

Workflow automation software can be helpful for any industry, organization, or workplace looking to streamline internal processes and achieve greater efficiency. Studies show that departments across the board could benefit from automated workflows, especially when considering cost savings, employee efficiency, and employee morale. A recent McKinsey study estimates that "automation could raise productivity

growth globally by 0.8 to 1.4 percent annually." The study goes on to report that half of today’s menial workplace activities may be replaced by automation by 2055. 

Our 2022 State of Digital Maturity report found that 93% of U.S.workers spend time performing inefficient and repetitive tasks each day, with 72% of respondents adding that this negatively affects their job satisfaction. This decreases employee morale, which negatively impacts workplace productivity and employee retention.

Though workflow automation can be implemented in various sectors, a few common industries that benefit greatly from automated workflows include healthcare, higher education, and financial services.

Benefits of Workflow Automation

There are countless benefits that come with using workflow automation software, like saving time, eliminating paper, and improving communication. 

Our 2022 State of Digital Maturity report found that Optimized organizations—those that have completely digitized and embraced workflow automation—spend less time on inefficient tasks, track the processes that require the most employee time, and do a better job at retaining talent than organizations that do not employ workflow automation software. 

Furthermore, our study found that one employee wasting two hours per day on inefficient tasks can cost organizations around $13,345 per year. Multiply that by your organization’s total workforce, and it is easy to see how costly workplace inefficiencies can be. But the benefits don’t stop at cost savings, better time management, and employee satisfaction. Implementing automated workflows can result in: 

Fewer Errors

Automated workflows prevent mistakes that can arise from human error. When errors do occur, they can be easily identified and corrected.

Better Connectivity

Platforms like Formstack provide an all-in-one solution that easily integrates with CRMs, cloud storage, and other common apps. This way, processes and tasks remain connected within one centralized location.

Increased Productivity

When your workflows are automated, there’s no time wasted waiting around for status reports or updates. Instead, employees can track task progress in real time and adjust their tasks accordingly. Furthermore, you can input specific rules to automatically delegate tasks and avoid redundancies. 

Better Visibility and Organization

With Formstack, all of your organization’s workflow processes are neatly organized under one roof. No more switching back and forth between email, messaging apps, or spreadsheets.

More Collaboration

Workflow automation empowers every member of your organization to be an important part of a streamlined system, helping to establish a thriving workplace culture that can achieve business goals faster.

A Better Customer Experience

When your workflow processes are optimized, the results filter down to your customers. Using automation software means customers spend less time filling out paperwork and tracking down customer support and more time enjoying your product or service.

Workflow Automation Examples

It’s clear that workflow automation can deliver a wide range of important benefits to your organization. But in what specific ways can automation software serve your business needs? Though the specific way you use workflow management solutions like Formstack may differ from other organizations, the overarching capabilities remain the same across the board.

Examples of real world automated workflows include:

  • Simplifying data collection through mobile-friendly forms
  • Generating and delivering documents based on predetermined criteria
  • Creating tasks and assigning them to employees
  • Automatically generating custom documents and invoices
  • Managing the collection and routing of leads
  • Supporting customers with automated responses
  • Collecting signatures via text message or email
  • Approving requests, including those related to hiring, time off, and proposals


Industry Use Cases for Workflow Automation

Though any industry may benefit from using workflow automation software, four key areas of focus include the healthcare, education, financial services, and technology industries. Here’s a breakdown of how automated workflows can be helpful in each sector.

Healthcare

With many healthcare providers still relying on outdated methods of collecting, organizing, storing, and transferring patient data, the benefit of workflow automation is apparent.

Automated workflows in healthcare may include:

  • Securely collecting and managing patient information
  • Reducing manual data entry with mobile-friendly healthcare forms
  • Automatically populating records from various providers and data sources
  • Managing healthcare facility inventory, invoicing, medical claims, and credentialing
  • Optimizing physician schedules

Education

K-12 school systems, colleges, and universities can improve faculty and student experiences and outcomes by implementing automated workflow solutions like Formstack.

Workflow automation applications in the education sector include:

  • Using forms and surveys to collect student information
  • Transmitting submissions, feedback, and approvals between departments
  • Using data to automatically generate custom applications, acceptance letters, and loan documents
  • Collecting eSignatures from students, faculty, and/or parents 
  • Securely gathering payments or donations and generating receipts  

Financial Services

It is essential that banks, credit unions, and other financial institutions establish secure methods of collecting, storing, and transferring sensitive data to keep customer accounts safe.

Formstack’s no-code workflow automation solutions can enable financial services organizations to:

  • Populate customer data into custom agreements, contracts, reports, and loan documents
  • Allow clients and other stakeholders to review and sign financial documents on their mobile phone, tablet, or computer
  • Safely collect payments online, generate and deliver custom invoices, and share finance updates with clients
  • Digitize paper based processes, such as credit card applications and membership forms 

Technology

Within the technology sector, companies often rely on automation software for managing internal workflows. Much of this workflow automation focuses on optimizing internal systems and processes.

A few examples of real-world use of automated workflows in the tech industry include:

  • Streamlining HR, e.g. job applications, offer letters, onboarding 
  • Routing lead gen forms and other types of data to the correct reps 
  • Improving internal requests for teams like marketing, IT, and finance

Read Next: 15 Ways to Revolutionize Work with the Formstack Platform

10 Best Workflow Automation Software for 2022

As workflow automation becomes more widely adopted, there is no shortage of software solutions on the market to help your organization meet its goals. Here are our picks for the best workflow automation software currently available.

Monday.com

A cloud-based work operating system that includes a suite of tools that help facilitate collaboration, scheduling, and project management.

Integrify

Low-code workflow automation software focusing on ease-of-use, scalability, rapid deployment, and brand integration.

Wrike

A SaaS-based, work management platform well-suited for agencies, marketing companies, and professional service providers.

ClickUp

A straightforward, user-friendly workflow automation solution that includes 20+ viewing options that adapt to your organization’s specific needs.

Smartsheet

A flexible spreadsheet-centric work management platform tailored to track collaborative projects.

Boomi Flow

A modern, cloud-native, low-code application development platform used to create customer journeys and automate simple and sophisticated workflows.

Adobe Workfront

Web-based work and project management software that provides enterprise work management, issue tracking, document management, time tracking and portfolio management.

Jira

A work management tool focused on issue tracking, with automated workflow solutions for test case management and agile software development.

Zapier

Online automation platform that enables users to create custom automated workflows using over 5,000 applications and 100 actions. 

Formstack

An all-in-one workplace productivity platform that enables organizations to create and automate digital workflows with no-code forms, documents, and signatures.

Could workflow automation software be right for your organization? Connect with a Formstack expert to discover how our all-in-one workflow management system can boost your company’s productivity.

Blog

Top 10 Workflow Automation Software for 2022

Blog

Top 10 Workflow Automation Software for 2022

Get the Report

Not a valid e-mail address

Great, thank ya!

You can now access the content.
Oops! Something went wrong while submitting the form.
Blog

Top 10 Workflow Automation Software for 2022

Panelists
No items found.
Introduction
Introduction

Great, thank ya!

You can now access the content.
Download NowDownload Now
Oops! Something went wrong while submitting the form.

Imagine a world where the tedious parts of your daily work routine can be completed automatically, without taking time away from higher-value priorities. With an all-in-one productivity solution like Formstack, this concept is not only possible—you can put it into practice right now. 

Read on to discover how workflow automation software can help your organization work smarter, not harder to reach your objectives and which workflow automation software options may be right for you. 

What Is Workflow Automation?

To understand workflow automation, let’s first break the term down. A workflow includes all of the processes and activities necessary to complete a task from start to finish. Techopedia defines automation as the “creation and application of technologies to produce and deliver goods and services with minimal human intervention.” 

Combining the two concepts, workflow automation is the act of shifting the completion of workplace tasks and activities from humans to computers.

This approach relies on software to perform work-related tasks independently within well-defined, automated business parameters. 

Workflow automation software helps organizations to

  • Boost productivity
  • Reduce errors
  • Make processes more secure
  • Enhance the customer and employee experience
  • Eliminate outdated, paper-based processes

Automated workflows are most commonly used for tasks that are repetitive or unnecessarily time-consuming, as well as those that require a high level of accuracy free from human error. 

Did you know? 51% of workers report spending at least two hours per day on repetitive tasks. Discover what’s taking up so much valuable time by reading our 2022 State of Digital Maturity report

Who Uses Workflow Automation?

Workflow automation software can be helpful for any industry, organization, or workplace looking to streamline internal processes and achieve greater efficiency. Studies show that departments across the board could benefit from automated workflows, especially when considering cost savings, employee efficiency, and employee morale. A recent McKinsey study estimates that "automation could raise productivity

growth globally by 0.8 to 1.4 percent annually." The study goes on to report that half of today’s menial workplace activities may be replaced by automation by 2055. 

Our 2022 State of Digital Maturity report found that 93% of U.S.workers spend time performing inefficient and repetitive tasks each day, with 72% of respondents adding that this negatively affects their job satisfaction. This decreases employee morale, which negatively impacts workplace productivity and employee retention.

Though workflow automation can be implemented in various sectors, a few common industries that benefit greatly from automated workflows include healthcare, higher education, and financial services.

Benefits of Workflow Automation

There are countless benefits that come with using workflow automation software, like saving time, eliminating paper, and improving communication. 

Our 2022 State of Digital Maturity report found that Optimized organizations—those that have completely digitized and embraced workflow automation—spend less time on inefficient tasks, track the processes that require the most employee time, and do a better job at retaining talent than organizations that do not employ workflow automation software. 

Furthermore, our study found that one employee wasting two hours per day on inefficient tasks can cost organizations around $13,345 per year. Multiply that by your organization’s total workforce, and it is easy to see how costly workplace inefficiencies can be. But the benefits don’t stop at cost savings, better time management, and employee satisfaction. Implementing automated workflows can result in: 

Fewer Errors

Automated workflows prevent mistakes that can arise from human error. When errors do occur, they can be easily identified and corrected.

Better Connectivity

Platforms like Formstack provide an all-in-one solution that easily integrates with CRMs, cloud storage, and other common apps. This way, processes and tasks remain connected within one centralized location.

Increased Productivity

When your workflows are automated, there’s no time wasted waiting around for status reports or updates. Instead, employees can track task progress in real time and adjust their tasks accordingly. Furthermore, you can input specific rules to automatically delegate tasks and avoid redundancies. 

Better Visibility and Organization

With Formstack, all of your organization’s workflow processes are neatly organized under one roof. No more switching back and forth between email, messaging apps, or spreadsheets.

More Collaboration

Workflow automation empowers every member of your organization to be an important part of a streamlined system, helping to establish a thriving workplace culture that can achieve business goals faster.

A Better Customer Experience

When your workflow processes are optimized, the results filter down to your customers. Using automation software means customers spend less time filling out paperwork and tracking down customer support and more time enjoying your product or service.

Workflow Automation Examples

It’s clear that workflow automation can deliver a wide range of important benefits to your organization. But in what specific ways can automation software serve your business needs? Though the specific way you use workflow management solutions like Formstack may differ from other organizations, the overarching capabilities remain the same across the board.

Examples of real world automated workflows include:

  • Simplifying data collection through mobile-friendly forms
  • Generating and delivering documents based on predetermined criteria
  • Creating tasks and assigning them to employees
  • Automatically generating custom documents and invoices
  • Managing the collection and routing of leads
  • Supporting customers with automated responses
  • Collecting signatures via text message or email
  • Approving requests, including those related to hiring, time off, and proposals


Industry Use Cases for Workflow Automation

Though any industry may benefit from using workflow automation software, four key areas of focus include the healthcare, education, financial services, and technology industries. Here’s a breakdown of how automated workflows can be helpful in each sector.

Healthcare

With many healthcare providers still relying on outdated methods of collecting, organizing, storing, and transferring patient data, the benefit of workflow automation is apparent.

Automated workflows in healthcare may include:

  • Securely collecting and managing patient information
  • Reducing manual data entry with mobile-friendly healthcare forms
  • Automatically populating records from various providers and data sources
  • Managing healthcare facility inventory, invoicing, medical claims, and credentialing
  • Optimizing physician schedules

Education

K-12 school systems, colleges, and universities can improve faculty and student experiences and outcomes by implementing automated workflow solutions like Formstack.

Workflow automation applications in the education sector include:

  • Using forms and surveys to collect student information
  • Transmitting submissions, feedback, and approvals between departments
  • Using data to automatically generate custom applications, acceptance letters, and loan documents
  • Collecting eSignatures from students, faculty, and/or parents 
  • Securely gathering payments or donations and generating receipts  

Financial Services

It is essential that banks, credit unions, and other financial institutions establish secure methods of collecting, storing, and transferring sensitive data to keep customer accounts safe.

Formstack’s no-code workflow automation solutions can enable financial services organizations to:

  • Populate customer data into custom agreements, contracts, reports, and loan documents
  • Allow clients and other stakeholders to review and sign financial documents on their mobile phone, tablet, or computer
  • Safely collect payments online, generate and deliver custom invoices, and share finance updates with clients
  • Digitize paper based processes, such as credit card applications and membership forms 

Technology

Within the technology sector, companies often rely on automation software for managing internal workflows. Much of this workflow automation focuses on optimizing internal systems and processes.

A few examples of real-world use of automated workflows in the tech industry include:

  • Streamlining HR, e.g. job applications, offer letters, onboarding 
  • Routing lead gen forms and other types of data to the correct reps 
  • Improving internal requests for teams like marketing, IT, and finance

Read Next: 15 Ways to Revolutionize Work with the Formstack Platform

10 Best Workflow Automation Software for 2022

As workflow automation becomes more widely adopted, there is no shortage of software solutions on the market to help your organization meet its goals. Here are our picks for the best workflow automation software currently available.

Monday.com

A cloud-based work operating system that includes a suite of tools that help facilitate collaboration, scheduling, and project management.

Integrify

Low-code workflow automation software focusing on ease-of-use, scalability, rapid deployment, and brand integration.

Wrike

A SaaS-based, work management platform well-suited for agencies, marketing companies, and professional service providers.

ClickUp

A straightforward, user-friendly workflow automation solution that includes 20+ viewing options that adapt to your organization’s specific needs.

Smartsheet

A flexible spreadsheet-centric work management platform tailored to track collaborative projects.

Boomi Flow

A modern, cloud-native, low-code application development platform used to create customer journeys and automate simple and sophisticated workflows.

Adobe Workfront

Web-based work and project management software that provides enterprise work management, issue tracking, document management, time tracking and portfolio management.

Jira

A work management tool focused on issue tracking, with automated workflow solutions for test case management and agile software development.

Zapier

Online automation platform that enables users to create custom automated workflows using over 5,000 applications and 100 actions. 

Formstack

An all-in-one workplace productivity platform that enables organizations to create and automate digital workflows with no-code forms, documents, and signatures.

Could workflow automation software be right for your organization? Connect with a Formstack expert to discover how our all-in-one workflow management system can boost your company’s productivity.

Panelists
No items found.
Infographic

Top 10 Workflow Automation Software for 2022

Discover top workflow automation software companies and how they can help your organization boost productivity and increase customer satisfaction.
Download InfographicDownload Infographic

Imagine a world where the tedious parts of your daily work routine can be completed automatically, without taking time away from higher-value priorities. With an all-in-one productivity solution like Formstack, this concept is not only possible—you can put it into practice right now. 

Read on to discover how workflow automation software can help your organization work smarter, not harder to reach your objectives and which workflow automation software options may be right for you. 

What Is Workflow Automation?

To understand workflow automation, let’s first break the term down. A workflow includes all of the processes and activities necessary to complete a task from start to finish. Techopedia defines automation as the “creation and application of technologies to produce and deliver goods and services with minimal human intervention.” 

Combining the two concepts, workflow automation is the act of shifting the completion of workplace tasks and activities from humans to computers.

This approach relies on software to perform work-related tasks independently within well-defined, automated business parameters. 

Workflow automation software helps organizations to

  • Boost productivity
  • Reduce errors
  • Make processes more secure
  • Enhance the customer and employee experience
  • Eliminate outdated, paper-based processes

Automated workflows are most commonly used for tasks that are repetitive or unnecessarily time-consuming, as well as those that require a high level of accuracy free from human error. 

Did you know? 51% of workers report spending at least two hours per day on repetitive tasks. Discover what’s taking up so much valuable time by reading our 2022 State of Digital Maturity report

Who Uses Workflow Automation?

Workflow automation software can be helpful for any industry, organization, or workplace looking to streamline internal processes and achieve greater efficiency. Studies show that departments across the board could benefit from automated workflows, especially when considering cost savings, employee efficiency, and employee morale. A recent McKinsey study estimates that "automation could raise productivity

growth globally by 0.8 to 1.4 percent annually." The study goes on to report that half of today’s menial workplace activities may be replaced by automation by 2055. 

Our 2022 State of Digital Maturity report found that 93% of U.S.workers spend time performing inefficient and repetitive tasks each day, with 72% of respondents adding that this negatively affects their job satisfaction. This decreases employee morale, which negatively impacts workplace productivity and employee retention.

Though workflow automation can be implemented in various sectors, a few common industries that benefit greatly from automated workflows include healthcare, higher education, and financial services.

Benefits of Workflow Automation

There are countless benefits that come with using workflow automation software, like saving time, eliminating paper, and improving communication. 

Our 2022 State of Digital Maturity report found that Optimized organizations—those that have completely digitized and embraced workflow automation—spend less time on inefficient tasks, track the processes that require the most employee time, and do a better job at retaining talent than organizations that do not employ workflow automation software. 

Furthermore, our study found that one employee wasting two hours per day on inefficient tasks can cost organizations around $13,345 per year. Multiply that by your organization’s total workforce, and it is easy to see how costly workplace inefficiencies can be. But the benefits don’t stop at cost savings, better time management, and employee satisfaction. Implementing automated workflows can result in: 

Fewer Errors

Automated workflows prevent mistakes that can arise from human error. When errors do occur, they can be easily identified and corrected.

Better Connectivity

Platforms like Formstack provide an all-in-one solution that easily integrates with CRMs, cloud storage, and other common apps. This way, processes and tasks remain connected within one centralized location.

Increased Productivity

When your workflows are automated, there’s no time wasted waiting around for status reports or updates. Instead, employees can track task progress in real time and adjust their tasks accordingly. Furthermore, you can input specific rules to automatically delegate tasks and avoid redundancies. 

Better Visibility and Organization

With Formstack, all of your organization’s workflow processes are neatly organized under one roof. No more switching back and forth between email, messaging apps, or spreadsheets.

More Collaboration

Workflow automation empowers every member of your organization to be an important part of a streamlined system, helping to establish a thriving workplace culture that can achieve business goals faster.

A Better Customer Experience

When your workflow processes are optimized, the results filter down to your customers. Using automation software means customers spend less time filling out paperwork and tracking down customer support and more time enjoying your product or service.

Workflow Automation Examples

It’s clear that workflow automation can deliver a wide range of important benefits to your organization. But in what specific ways can automation software serve your business needs? Though the specific way you use workflow management solutions like Formstack may differ from other organizations, the overarching capabilities remain the same across the board.

Examples of real world automated workflows include:

  • Simplifying data collection through mobile-friendly forms
  • Generating and delivering documents based on predetermined criteria
  • Creating tasks and assigning them to employees
  • Automatically generating custom documents and invoices
  • Managing the collection and routing of leads
  • Supporting customers with automated responses
  • Collecting signatures via text message or email
  • Approving requests, including those related to hiring, time off, and proposals


Industry Use Cases for Workflow Automation

Though any industry may benefit from using workflow automation software, four key areas of focus include the healthcare, education, financial services, and technology industries. Here’s a breakdown of how automated workflows can be helpful in each sector.

Healthcare

With many healthcare providers still relying on outdated methods of collecting, organizing, storing, and transferring patient data, the benefit of workflow automation is apparent.

Automated workflows in healthcare may include:

  • Securely collecting and managing patient information
  • Reducing manual data entry with mobile-friendly healthcare forms
  • Automatically populating records from various providers and data sources
  • Managing healthcare facility inventory, invoicing, medical claims, and credentialing
  • Optimizing physician schedules

Education

K-12 school systems, colleges, and universities can improve faculty and student experiences and outcomes by implementing automated workflow solutions like Formstack.

Workflow automation applications in the education sector include:

  • Using forms and surveys to collect student information
  • Transmitting submissions, feedback, and approvals between departments
  • Using data to automatically generate custom applications, acceptance letters, and loan documents
  • Collecting eSignatures from students, faculty, and/or parents 
  • Securely gathering payments or donations and generating receipts  

Financial Services

It is essential that banks, credit unions, and other financial institutions establish secure methods of collecting, storing, and transferring sensitive data to keep customer accounts safe.

Formstack’s no-code workflow automation solutions can enable financial services organizations to:

  • Populate customer data into custom agreements, contracts, reports, and loan documents
  • Allow clients and other stakeholders to review and sign financial documents on their mobile phone, tablet, or computer
  • Safely collect payments online, generate and deliver custom invoices, and share finance updates with clients
  • Digitize paper based processes, such as credit card applications and membership forms 

Technology

Within the technology sector, companies often rely on automation software for managing internal workflows. Much of this workflow automation focuses on optimizing internal systems and processes.

A few examples of real-world use of automated workflows in the tech industry include:

  • Streamlining HR, e.g. job applications, offer letters, onboarding 
  • Routing lead gen forms and other types of data to the correct reps 
  • Improving internal requests for teams like marketing, IT, and finance

Read Next: 15 Ways to Revolutionize Work with the Formstack Platform

10 Best Workflow Automation Software for 2022

As workflow automation becomes more widely adopted, there is no shortage of software solutions on the market to help your organization meet its goals. Here are our picks for the best workflow automation software currently available.

Monday.com

A cloud-based work operating system that includes a suite of tools that help facilitate collaboration, scheduling, and project management.

Integrify

Low-code workflow automation software focusing on ease-of-use, scalability, rapid deployment, and brand integration.

Wrike

A SaaS-based, work management platform well-suited for agencies, marketing companies, and professional service providers.

ClickUp

A straightforward, user-friendly workflow automation solution that includes 20+ viewing options that adapt to your organization’s specific needs.

Smartsheet

A flexible spreadsheet-centric work management platform tailored to track collaborative projects.

Boomi Flow

A modern, cloud-native, low-code application development platform used to create customer journeys and automate simple and sophisticated workflows.

Adobe Workfront

Web-based work and project management software that provides enterprise work management, issue tracking, document management, time tracking and portfolio management.

Jira

A work management tool focused on issue tracking, with automated workflow solutions for test case management and agile software development.

Zapier

Online automation platform that enables users to create custom automated workflows using over 5,000 applications and 100 actions. 

Formstack

An all-in-one workplace productivity platform that enables organizations to create and automate digital workflows with no-code forms, documents, and signatures.

Could workflow automation software be right for your organization? Connect with a Formstack expert to discover how our all-in-one workflow management system can boost your company’s productivity.

Imagine a world where the tedious parts of your daily work routine can be completed automatically, without taking time away from higher-value priorities. With an all-in-one productivity solution like Formstack, this concept is not only possible—you can put it into practice right now. 

Read on to discover how workflow automation software can help your organization work smarter, not harder to reach your objectives and which workflow automation software options may be right for you. 

What Is Workflow Automation?

To understand workflow automation, let’s first break the term down. A workflow includes all of the processes and activities necessary to complete a task from start to finish. Techopedia defines automation as the “creation and application of technologies to produce and deliver goods and services with minimal human intervention.” 

Combining the two concepts, workflow automation is the act of shifting the completion of workplace tasks and activities from humans to computers.

This approach relies on software to perform work-related tasks independently within well-defined, automated business parameters. 

Workflow automation software helps organizations to

  • Boost productivity
  • Reduce errors
  • Make processes more secure
  • Enhance the customer and employee experience
  • Eliminate outdated, paper-based processes

Automated workflows are most commonly used for tasks that are repetitive or unnecessarily time-consuming, as well as those that require a high level of accuracy free from human error. 

Did you know? 51% of workers report spending at least two hours per day on repetitive tasks. Discover what’s taking up so much valuable time by reading our 2022 State of Digital Maturity report

Who Uses Workflow Automation?

Workflow automation software can be helpful for any industry, organization, or workplace looking to streamline internal processes and achieve greater efficiency. Studies show that departments across the board could benefit from automated workflows, especially when considering cost savings, employee efficiency, and employee morale. A recent McKinsey study estimates that "automation could raise productivity

growth globally by 0.8 to 1.4 percent annually." The study goes on to report that half of today’s menial workplace activities may be replaced by automation by 2055. 

Our 2022 State of Digital Maturity report found that 93% of U.S.workers spend time performing inefficient and repetitive tasks each day, with 72% of respondents adding that this negatively affects their job satisfaction. This decreases employee morale, which negatively impacts workplace productivity and employee retention.

Though workflow automation can be implemented in various sectors, a few common industries that benefit greatly from automated workflows include healthcare, higher education, and financial services.

Benefits of Workflow Automation

There are countless benefits that come with using workflow automation software, like saving time, eliminating paper, and improving communication. 

Our 2022 State of Digital Maturity report found that Optimized organizations—those that have completely digitized and embraced workflow automation—spend less time on inefficient tasks, track the processes that require the most employee time, and do a better job at retaining talent than organizations that do not employ workflow automation software. 

Furthermore, our study found that one employee wasting two hours per day on inefficient tasks can cost organizations around $13,345 per year. Multiply that by your organization’s total workforce, and it is easy to see how costly workplace inefficiencies can be. But the benefits don’t stop at cost savings, better time management, and employee satisfaction. Implementing automated workflows can result in: 

Fewer Errors

Automated workflows prevent mistakes that can arise from human error. When errors do occur, they can be easily identified and corrected.

Better Connectivity

Platforms like Formstack provide an all-in-one solution that easily integrates with CRMs, cloud storage, and other common apps. This way, processes and tasks remain connected within one centralized location.

Increased Productivity

When your workflows are automated, there’s no time wasted waiting around for status reports or updates. Instead, employees can track task progress in real time and adjust their tasks accordingly. Furthermore, you can input specific rules to automatically delegate tasks and avoid redundancies. 

Better Visibility and Organization

With Formstack, all of your organization’s workflow processes are neatly organized under one roof. No more switching back and forth between email, messaging apps, or spreadsheets.

More Collaboration

Workflow automation empowers every member of your organization to be an important part of a streamlined system, helping to establish a thriving workplace culture that can achieve business goals faster.

A Better Customer Experience

When your workflow processes are optimized, the results filter down to your customers. Using automation software means customers spend less time filling out paperwork and tracking down customer support and more time enjoying your product or service.

Workflow Automation Examples

It’s clear that workflow automation can deliver a wide range of important benefits to your organization. But in what specific ways can automation software serve your business needs? Though the specific way you use workflow management solutions like Formstack may differ from other organizations, the overarching capabilities remain the same across the board.

Examples of real world automated workflows include:

  • Simplifying data collection through mobile-friendly forms
  • Generating and delivering documents based on predetermined criteria
  • Creating tasks and assigning them to employees
  • Automatically generating custom documents and invoices
  • Managing the collection and routing of leads
  • Supporting customers with automated responses
  • Collecting signatures via text message or email
  • Approving requests, including those related to hiring, time off, and proposals


Industry Use Cases for Workflow Automation

Though any industry may benefit from using workflow automation software, four key areas of focus include the healthcare, education, financial services, and technology industries. Here’s a breakdown of how automated workflows can be helpful in each sector.

Healthcare

With many healthcare providers still relying on outdated methods of collecting, organizing, storing, and transferring patient data, the benefit of workflow automation is apparent.

Automated workflows in healthcare may include:

  • Securely collecting and managing patient information
  • Reducing manual data entry with mobile-friendly healthcare forms
  • Automatically populating records from various providers and data sources
  • Managing healthcare facility inventory, invoicing, medical claims, and credentialing
  • Optimizing physician schedules

Education

K-12 school systems, colleges, and universities can improve faculty and student experiences and outcomes by implementing automated workflow solutions like Formstack.

Workflow automation applications in the education sector include:

  • Using forms and surveys to collect student information
  • Transmitting submissions, feedback, and approvals between departments
  • Using data to automatically generate custom applications, acceptance letters, and loan documents
  • Collecting eSignatures from students, faculty, and/or parents 
  • Securely gathering payments or donations and generating receipts  

Financial Services

It is essential that banks, credit unions, and other financial institutions establish secure methods of collecting, storing, and transferring sensitive data to keep customer accounts safe.

Formstack’s no-code workflow automation solutions can enable financial services organizations to:

  • Populate customer data into custom agreements, contracts, reports, and loan documents
  • Allow clients and other stakeholders to review and sign financial documents on their mobile phone, tablet, or computer
  • Safely collect payments online, generate and deliver custom invoices, and share finance updates with clients
  • Digitize paper based processes, such as credit card applications and membership forms 

Technology

Within the technology sector, companies often rely on automation software for managing internal workflows. Much of this workflow automation focuses on optimizing internal systems and processes.

A few examples of real-world use of automated workflows in the tech industry include:

  • Streamlining HR, e.g. job applications, offer letters, onboarding 
  • Routing lead gen forms and other types of data to the correct reps 
  • Improving internal requests for teams like marketing, IT, and finance

Read Next: 15 Ways to Revolutionize Work with the Formstack Platform

10 Best Workflow Automation Software for 2022

As workflow automation becomes more widely adopted, there is no shortage of software solutions on the market to help your organization meet its goals. Here are our picks for the best workflow automation software currently available.

Monday.com

A cloud-based work operating system that includes a suite of tools that help facilitate collaboration, scheduling, and project management.

Integrify

Low-code workflow automation software focusing on ease-of-use, scalability, rapid deployment, and brand integration.

Wrike

A SaaS-based, work management platform well-suited for agencies, marketing companies, and professional service providers.

ClickUp

A straightforward, user-friendly workflow automation solution that includes 20+ viewing options that adapt to your organization’s specific needs.

Smartsheet

A flexible spreadsheet-centric work management platform tailored to track collaborative projects.

Boomi Flow

A modern, cloud-native, low-code application development platform used to create customer journeys and automate simple and sophisticated workflows.

Adobe Workfront

Web-based work and project management software that provides enterprise work management, issue tracking, document management, time tracking and portfolio management.

Jira

A work management tool focused on issue tracking, with automated workflow solutions for test case management and agile software development.

Zapier

Online automation platform that enables users to create custom automated workflows using over 5,000 applications and 100 actions. 

Formstack

An all-in-one workplace productivity platform that enables organizations to create and automate digital workflows with no-code forms, documents, and signatures.

Could workflow automation software be right for your organization? Connect with a Formstack expert to discover how our all-in-one workflow management system can boost your company’s productivity.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Imagine a world where the tedious parts of your daily work routine can be completed automatically, without taking time away from higher-value priorities. With an all-in-one productivity solution like Formstack, this concept is not only possible—you can put it into practice right now. 

Read on to discover how workflow automation software can help your organization work smarter, not harder to reach your objectives and which workflow automation software options may be right for you. 

What Is Workflow Automation?

To understand workflow automation, let’s first break the term down. A workflow includes all of the processes and activities necessary to complete a task from start to finish. Techopedia defines automation as the “creation and application of technologies to produce and deliver goods and services with minimal human intervention.” 

Combining the two concepts, workflow automation is the act of shifting the completion of workplace tasks and activities from humans to computers.

This approach relies on software to perform work-related tasks independently within well-defined, automated business parameters. 

Workflow automation software helps organizations to

  • Boost productivity
  • Reduce errors
  • Make processes more secure
  • Enhance the customer and employee experience
  • Eliminate outdated, paper-based processes

Automated workflows are most commonly used for tasks that are repetitive or unnecessarily time-consuming, as well as those that require a high level of accuracy free from human error. 

Did you know? 51% of workers report spending at least two hours per day on repetitive tasks. Discover what’s taking up so much valuable time by reading our 2022 State of Digital Maturity report

Who Uses Workflow Automation?

Workflow automation software can be helpful for any industry, organization, or workplace looking to streamline internal processes and achieve greater efficiency. Studies show that departments across the board could benefit from automated workflows, especially when considering cost savings, employee efficiency, and employee morale. A recent McKinsey study estimates that "automation could raise productivity

growth globally by 0.8 to 1.4 percent annually." The study goes on to report that half of today’s menial workplace activities may be replaced by automation by 2055. 

Our 2022 State of Digital Maturity report found that 93% of U.S.workers spend time performing inefficient and repetitive tasks each day, with 72% of respondents adding that this negatively affects their job satisfaction. This decreases employee morale, which negatively impacts workplace productivity and employee retention.

Though workflow automation can be implemented in various sectors, a few common industries that benefit greatly from automated workflows include healthcare, higher education, and financial services.

Benefits of Workflow Automation

There are countless benefits that come with using workflow automation software, like saving time, eliminating paper, and improving communication. 

Our 2022 State of Digital Maturity report found that Optimized organizations—those that have completely digitized and embraced workflow automation—spend less time on inefficient tasks, track the processes that require the most employee time, and do a better job at retaining talent than organizations that do not employ workflow automation software. 

Furthermore, our study found that one employee wasting two hours per day on inefficient tasks can cost organizations around $13,345 per year. Multiply that by your organization’s total workforce, and it is easy to see how costly workplace inefficiencies can be. But the benefits don’t stop at cost savings, better time management, and employee satisfaction. Implementing automated workflows can result in: 

Fewer Errors

Automated workflows prevent mistakes that can arise from human error. When errors do occur, they can be easily identified and corrected.

Better Connectivity

Platforms like Formstack provide an all-in-one solution that easily integrates with CRMs, cloud storage, and other common apps. This way, processes and tasks remain connected within one centralized location.

Increased Productivity

When your workflows are automated, there’s no time wasted waiting around for status reports or updates. Instead, employees can track task progress in real time and adjust their tasks accordingly. Furthermore, you can input specific rules to automatically delegate tasks and avoid redundancies. 

Better Visibility and Organization

With Formstack, all of your organization’s workflow processes are neatly organized under one roof. No more switching back and forth between email, messaging apps, or spreadsheets.

More Collaboration

Workflow automation empowers every member of your organization to be an important part of a streamlined system, helping to establish a thriving workplace culture that can achieve business goals faster.

A Better Customer Experience

When your workflow processes are optimized, the results filter down to your customers. Using automation software means customers spend less time filling out paperwork and tracking down customer support and more time enjoying your product or service.

Workflow Automation Examples

It’s clear that workflow automation can deliver a wide range of important benefits to your organization. But in what specific ways can automation software serve your business needs? Though the specific way you use workflow management solutions like Formstack may differ from other organizations, the overarching capabilities remain the same across the board.

Examples of real world automated workflows include:

  • Simplifying data collection through mobile-friendly forms
  • Generating and delivering documents based on predetermined criteria
  • Creating tasks and assigning them to employees
  • Automatically generating custom documents and invoices
  • Managing the collection and routing of leads
  • Supporting customers with automated responses
  • Collecting signatures via text message or email
  • Approving requests, including those related to hiring, time off, and proposals


Industry Use Cases for Workflow Automation

Though any industry may benefit from using workflow automation software, four key areas of focus include the healthcare, education, financial services, and technology industries. Here’s a breakdown of how automated workflows can be helpful in each sector.

Healthcare

With many healthcare providers still relying on outdated methods of collecting, organizing, storing, and transferring patient data, the benefit of workflow automation is apparent.

Automated workflows in healthcare may include:

  • Securely collecting and managing patient information
  • Reducing manual data entry with mobile-friendly healthcare forms
  • Automatically populating records from various providers and data sources
  • Managing healthcare facility inventory, invoicing, medical claims, and credentialing
  • Optimizing physician schedules

Education

K-12 school systems, colleges, and universities can improve faculty and student experiences and outcomes by implementing automated workflow solutions like Formstack.

Workflow automation applications in the education sector include:

  • Using forms and surveys to collect student information
  • Transmitting submissions, feedback, and approvals between departments
  • Using data to automatically generate custom applications, acceptance letters, and loan documents
  • Collecting eSignatures from students, faculty, and/or parents 
  • Securely gathering payments or donations and generating receipts  

Financial Services

It is essential that banks, credit unions, and other financial institutions establish secure methods of collecting, storing, and transferring sensitive data to keep customer accounts safe.

Formstack’s no-code workflow automation solutions can enable financial services organizations to:

  • Populate customer data into custom agreements, contracts, reports, and loan documents
  • Allow clients and other stakeholders to review and sign financial documents on their mobile phone, tablet, or computer
  • Safely collect payments online, generate and deliver custom invoices, and share finance updates with clients
  • Digitize paper based processes, such as credit card applications and membership forms 

Technology

Within the technology sector, companies often rely on automation software for managing internal workflows. Much of this workflow automation focuses on optimizing internal systems and processes.

A few examples of real-world use of automated workflows in the tech industry include:

  • Streamlining HR, e.g. job applications, offer letters, onboarding 
  • Routing lead gen forms and other types of data to the correct reps 
  • Improving internal requests for teams like marketing, IT, and finance

Read Next: 15 Ways to Revolutionize Work with the Formstack Platform

10 Best Workflow Automation Software for 2022

As workflow automation becomes more widely adopted, there is no shortage of software solutions on the market to help your organization meet its goals. Here are our picks for the best workflow automation software currently available.

Monday.com

A cloud-based work operating system that includes a suite of tools that help facilitate collaboration, scheduling, and project management.

Integrify

Low-code workflow automation software focusing on ease-of-use, scalability, rapid deployment, and brand integration.

Wrike

A SaaS-based, work management platform well-suited for agencies, marketing companies, and professional service providers.

ClickUp

A straightforward, user-friendly workflow automation solution that includes 20+ viewing options that adapt to your organization’s specific needs.

Smartsheet

A flexible spreadsheet-centric work management platform tailored to track collaborative projects.

Boomi Flow

A modern, cloud-native, low-code application development platform used to create customer journeys and automate simple and sophisticated workflows.

Adobe Workfront

Web-based work and project management software that provides enterprise work management, issue tracking, document management, time tracking and portfolio management.

Jira

A work management tool focused on issue tracking, with automated workflow solutions for test case management and agile software development.

Zapier

Online automation platform that enables users to create custom automated workflows using over 5,000 applications and 100 actions. 

Formstack

An all-in-one workplace productivity platform that enables organizations to create and automate digital workflows with no-code forms, documents, and signatures.

Could workflow automation software be right for your organization? Connect with a Formstack expert to discover how our all-in-one workflow management system can boost your company’s productivity.

Imagine a world where the tedious parts of your daily work routine can be completed automatically, without taking time away from higher-value priorities. With an all-in-one productivity solution like Formstack, this concept is not only possible—you can put it into practice right now. 

Read on to discover how workflow automation software can help your organization work smarter, not harder to reach your objectives and which workflow automation software options may be right for you. 

What Is Workflow Automation?

To understand workflow automation, let’s first break the term down. A workflow includes all of the processes and activities necessary to complete a task from start to finish. Techopedia defines automation as the “creation and application of technologies to produce and deliver goods and services with minimal human intervention.” 

Combining the two concepts, workflow automation is the act of shifting the completion of workplace tasks and activities from humans to computers.

This approach relies on software to perform work-related tasks independently within well-defined, automated business parameters. 

Workflow automation software helps organizations to

  • Boost productivity
  • Reduce errors
  • Make processes more secure
  • Enhance the customer and employee experience
  • Eliminate outdated, paper-based processes

Automated workflows are most commonly used for tasks that are repetitive or unnecessarily time-consuming, as well as those that require a high level of accuracy free from human error. 

Did you know? 51% of workers report spending at least two hours per day on repetitive tasks. Discover what’s taking up so much valuable time by reading our 2022 State of Digital Maturity report

Who Uses Workflow Automation?

Workflow automation software can be helpful for any industry, organization, or workplace looking to streamline internal processes and achieve greater efficiency. Studies show that departments across the board could benefit from automated workflows, especially when considering cost savings, employee efficiency, and employee morale. A recent McKinsey study estimates that "automation could raise productivity

growth globally by 0.8 to 1.4 percent annually." The study goes on to report that half of today’s menial workplace activities may be replaced by automation by 2055. 

Our 2022 State of Digital Maturity report found that 93% of U.S.workers spend time performing inefficient and repetitive tasks each day, with 72% of respondents adding that this negatively affects their job satisfaction. This decreases employee morale, which negatively impacts workplace productivity and employee retention.

Though workflow automation can be implemented in various sectors, a few common industries that benefit greatly from automated workflows include healthcare, higher education, and financial services.

Benefits of Workflow Automation

There are countless benefits that come with using workflow automation software, like saving time, eliminating paper, and improving communication. 

Our 2022 State of Digital Maturity report found that Optimized organizations—those that have completely digitized and embraced workflow automation—spend less time on inefficient tasks, track the processes that require the most employee time, and do a better job at retaining talent than organizations that do not employ workflow automation software. 

Furthermore, our study found that one employee wasting two hours per day on inefficient tasks can cost organizations around $13,345 per year. Multiply that by your organization’s total workforce, and it is easy to see how costly workplace inefficiencies can be. But the benefits don’t stop at cost savings, better time management, and employee satisfaction. Implementing automated workflows can result in: 

Fewer Errors

Automated workflows prevent mistakes that can arise from human error. When errors do occur, they can be easily identified and corrected.

Better Connectivity

Platforms like Formstack provide an all-in-one solution that easily integrates with CRMs, cloud storage, and other common apps. This way, processes and tasks remain connected within one centralized location.

Increased Productivity

When your workflows are automated, there’s no time wasted waiting around for status reports or updates. Instead, employees can track task progress in real time and adjust their tasks accordingly. Furthermore, you can input specific rules to automatically delegate tasks and avoid redundancies. 

Better Visibility and Organization

With Formstack, all of your organization’s workflow processes are neatly organized under one roof. No more switching back and forth between email, messaging apps, or spreadsheets.

More Collaboration

Workflow automation empowers every member of your organization to be an important part of a streamlined system, helping to establish a thriving workplace culture that can achieve business goals faster.

A Better Customer Experience

When your workflow processes are optimized, the results filter down to your customers. Using automation software means customers spend less time filling out paperwork and tracking down customer support and more time enjoying your product or service.

Workflow Automation Examples

It’s clear that workflow automation can deliver a wide range of important benefits to your organization. But in what specific ways can automation software serve your business needs? Though the specific way you use workflow management solutions like Formstack may differ from other organizations, the overarching capabilities remain the same across the board.

Examples of real world automated workflows include:

  • Simplifying data collection through mobile-friendly forms
  • Generating and delivering documents based on predetermined criteria
  • Creating tasks and assigning them to employees
  • Automatically generating custom documents and invoices
  • Managing the collection and routing of leads
  • Supporting customers with automated responses
  • Collecting signatures via text message or email
  • Approving requests, including those related to hiring, time off, and proposals


Industry Use Cases for Workflow Automation

Though any industry may benefit from using workflow automation software, four key areas of focus include the healthcare, education, financial services, and technology industries. Here’s a breakdown of how automated workflows can be helpful in each sector.

Healthcare

With many healthcare providers still relying on outdated methods of collecting, organizing, storing, and transferring patient data, the benefit of workflow automation is apparent.

Automated workflows in healthcare may include:

  • Securely collecting and managing patient information
  • Reducing manual data entry with mobile-friendly healthcare forms
  • Automatically populating records from various providers and data sources
  • Managing healthcare facility inventory, invoicing, medical claims, and credentialing
  • Optimizing physician schedules

Education

K-12 school systems, colleges, and universities can improve faculty and student experiences and outcomes by implementing automated workflow solutions like Formstack.

Workflow automation applications in the education sector include:

  • Using forms and surveys to collect student information
  • Transmitting submissions, feedback, and approvals between departments
  • Using data to automatically generate custom applications, acceptance letters, and loan documents
  • Collecting eSignatures from students, faculty, and/or parents 
  • Securely gathering payments or donations and generating receipts  

Financial Services

It is essential that banks, credit unions, and other financial institutions establish secure methods of collecting, storing, and transferring sensitive data to keep customer accounts safe.

Formstack’s no-code workflow automation solutions can enable financial services organizations to:

  • Populate customer data into custom agreements, contracts, reports, and loan documents
  • Allow clients and other stakeholders to review and sign financial documents on their mobile phone, tablet, or computer
  • Safely collect payments online, generate and deliver custom invoices, and share finance updates with clients
  • Digitize paper based processes, such as credit card applications and membership forms 

Technology

Within the technology sector, companies often rely on automation software for managing internal workflows. Much of this workflow automation focuses on optimizing internal systems and processes.

A few examples of real-world use of automated workflows in the tech industry include:

  • Streamlining HR, e.g. job applications, offer letters, onboarding 
  • Routing lead gen forms and other types of data to the correct reps 
  • Improving internal requests for teams like marketing, IT, and finance

Read Next: 15 Ways to Revolutionize Work with the Formstack Platform

10 Best Workflow Automation Software for 2022

As workflow automation becomes more widely adopted, there is no shortage of software solutions on the market to help your organization meet its goals. Here are our picks for the best workflow automation software currently available.

Monday.com

A cloud-based work operating system that includes a suite of tools that help facilitate collaboration, scheduling, and project management.

Integrify

Low-code workflow automation software focusing on ease-of-use, scalability, rapid deployment, and brand integration.

Wrike

A SaaS-based, work management platform well-suited for agencies, marketing companies, and professional service providers.

ClickUp

A straightforward, user-friendly workflow automation solution that includes 20+ viewing options that adapt to your organization’s specific needs.

Smartsheet

A flexible spreadsheet-centric work management platform tailored to track collaborative projects.

Boomi Flow

A modern, cloud-native, low-code application development platform used to create customer journeys and automate simple and sophisticated workflows.

Adobe Workfront

Web-based work and project management software that provides enterprise work management, issue tracking, document management, time tracking and portfolio management.

Jira

A work management tool focused on issue tracking, with automated workflow solutions for test case management and agile software development.

Zapier

Online automation platform that enables users to create custom automated workflows using over 5,000 applications and 100 actions. 

Formstack

An all-in-one workplace productivity platform that enables organizations to create and automate digital workflows with no-code forms, documents, and signatures.

Could workflow automation software be right for your organization? Connect with a Formstack expert to discover how our all-in-one workflow management system can boost your company’s productivity.

Imagine a world where the tedious parts of your daily work routine can be completed automatically, without taking time away from higher-value priorities. With an all-in-one productivity solution like Formstack, this concept is not only possible—you can put it into practice right now. 

Read on to discover how workflow automation software can help your organization work smarter, not harder to reach your objectives and which workflow automation software options may be right for you. 

What Is Workflow Automation?

To understand workflow automation, let’s first break the term down. A workflow includes all of the processes and activities necessary to complete a task from start to finish. Techopedia defines automation as the “creation and application of technologies to produce and deliver goods and services with minimal human intervention.” 

Combining the two concepts, workflow automation is the act of shifting the completion of workplace tasks and activities from humans to computers.

This approach relies on software to perform work-related tasks independently within well-defined, automated business parameters. 

Workflow automation software helps organizations to

  • Boost productivity
  • Reduce errors
  • Make processes more secure
  • Enhance the customer and employee experience
  • Eliminate outdated, paper-based processes

Automated workflows are most commonly used for tasks that are repetitive or unnecessarily time-consuming, as well as those that require a high level of accuracy free from human error. 

Did you know? 51% of workers report spending at least two hours per day on repetitive tasks. Discover what’s taking up so much valuable time by reading our 2022 State of Digital Maturity report

Who Uses Workflow Automation?

Workflow automation software can be helpful for any industry, organization, or workplace looking to streamline internal processes and achieve greater efficiency. Studies show that departments across the board could benefit from automated workflows, especially when considering cost savings, employee efficiency, and employee morale. A recent McKinsey study estimates that "automation could raise productivity

growth globally by 0.8 to 1.4 percent annually." The study goes on to report that half of today’s menial workplace activities may be replaced by automation by 2055. 

Our 2022 State of Digital Maturity report found that 93% of U.S.workers spend time performing inefficient and repetitive tasks each day, with 72% of respondents adding that this negatively affects their job satisfaction. This decreases employee morale, which negatively impacts workplace productivity and employee retention.

Though workflow automation can be implemented in various sectors, a few common industries that benefit greatly from automated workflows include healthcare, higher education, and financial services.

Benefits of Workflow Automation

There are countless benefits that come with using workflow automation software, like saving time, eliminating paper, and improving communication. 

Our 2022 State of Digital Maturity report found that Optimized organizations—those that have completely digitized and embraced workflow automation—spend less time on inefficient tasks, track the processes that require the most employee time, and do a better job at retaining talent than organizations that do not employ workflow automation software. 

Furthermore, our study found that one employee wasting two hours per day on inefficient tasks can cost organizations around $13,345 per year. Multiply that by your organization’s total workforce, and it is easy to see how costly workplace inefficiencies can be. But the benefits don’t stop at cost savings, better time management, and employee satisfaction. Implementing automated workflows can result in: 

Fewer Errors

Automated workflows prevent mistakes that can arise from human error. When errors do occur, they can be easily identified and corrected.

Better Connectivity

Platforms like Formstack provide an all-in-one solution that easily integrates with CRMs, cloud storage, and other common apps. This way, processes and tasks remain connected within one centralized location.

Increased Productivity

When your workflows are automated, there’s no time wasted waiting around for status reports or updates. Instead, employees can track task progress in real time and adjust their tasks accordingly. Furthermore, you can input specific rules to automatically delegate tasks and avoid redundancies. 

Better Visibility and Organization

With Formstack, all of your organization’s workflow processes are neatly organized under one roof. No more switching back and forth between email, messaging apps, or spreadsheets.

More Collaboration

Workflow automation empowers every member of your organization to be an important part of a streamlined system, helping to establish a thriving workplace culture that can achieve business goals faster.

A Better Customer Experience

When your workflow processes are optimized, the results filter down to your customers. Using automation software means customers spend less time filling out paperwork and tracking down customer support and more time enjoying your product or service.

Workflow Automation Examples

It’s clear that workflow automation can deliver a wide range of important benefits to your organization. But in what specific ways can automation software serve your business needs? Though the specific way you use workflow management solutions like Formstack may differ from other organizations, the overarching capabilities remain the same across the board.

Examples of real world automated workflows include:

  • Simplifying data collection through mobile-friendly forms
  • Generating and delivering documents based on predetermined criteria
  • Creating tasks and assigning them to employees
  • Automatically generating custom documents and invoices
  • Managing the collection and routing of leads
  • Supporting customers with automated responses
  • Collecting signatures via text message or email
  • Approving requests, including those related to hiring, time off, and proposals


Industry Use Cases for Workflow Automation

Though any industry may benefit from using workflow automation software, four key areas of focus include the healthcare, education, financial services, and technology industries. Here’s a breakdown of how automated workflows can be helpful in each sector.

Healthcare

With many healthcare providers still relying on outdated methods of collecting, organizing, storing, and transferring patient data, the benefit of workflow automation is apparent.

Automated workflows in healthcare may include:

  • Securely collecting and managing patient information
  • Reducing manual data entry with mobile-friendly healthcare forms
  • Automatically populating records from various providers and data sources
  • Managing healthcare facility inventory, invoicing, medical claims, and credentialing
  • Optimizing physician schedules

Education

K-12 school systems, colleges, and universities can improve faculty and student experiences and outcomes by implementing automated workflow solutions like Formstack.

Workflow automation applications in the education sector include:

  • Using forms and surveys to collect student information
  • Transmitting submissions, feedback, and approvals between departments
  • Using data to automatically generate custom applications, acceptance letters, and loan documents
  • Collecting eSignatures from students, faculty, and/or parents 
  • Securely gathering payments or donations and generating receipts  

Financial Services

It is essential that banks, credit unions, and other financial institutions establish secure methods of collecting, storing, and transferring sensitive data to keep customer accounts safe.

Formstack’s no-code workflow automation solutions can enable financial services organizations to:

  • Populate customer data into custom agreements, contracts, reports, and loan documents
  • Allow clients and other stakeholders to review and sign financial documents on their mobile phone, tablet, or computer
  • Safely collect payments online, generate and deliver custom invoices, and share finance updates with clients
  • Digitize paper based processes, such as credit card applications and membership forms 

Technology

Within the technology sector, companies often rely on automation software for managing internal workflows. Much of this workflow automation focuses on optimizing internal systems and processes.

A few examples of real-world use of automated workflows in the tech industry include:

  • Streamlining HR, e.g. job applications, offer letters, onboarding 
  • Routing lead gen forms and other types of data to the correct reps 
  • Improving internal requests for teams like marketing, IT, and finance

Read Next: 15 Ways to Revolutionize Work with the Formstack Platform

10 Best Workflow Automation Software for 2022

As workflow automation becomes more widely adopted, there is no shortage of software solutions on the market to help your organization meet its goals. Here are our picks for the best workflow automation software currently available.

Monday.com

A cloud-based work operating system that includes a suite of tools that help facilitate collaboration, scheduling, and project management.

Integrify

Low-code workflow automation software focusing on ease-of-use, scalability, rapid deployment, and brand integration.

Wrike

A SaaS-based, work management platform well-suited for agencies, marketing companies, and professional service providers.

ClickUp

A straightforward, user-friendly workflow automation solution that includes 20+ viewing options that adapt to your organization’s specific needs.

Smartsheet

A flexible spreadsheet-centric work management platform tailored to track collaborative projects.

Boomi Flow

A modern, cloud-native, low-code application development platform used to create customer journeys and automate simple and sophisticated workflows.

Adobe Workfront

Web-based work and project management software that provides enterprise work management, issue tracking, document management, time tracking and portfolio management.

Jira

A work management tool focused on issue tracking, with automated workflow solutions for test case management and agile software development.

Zapier

Online automation platform that enables users to create custom automated workflows using over 5,000 applications and 100 actions. 

Formstack

An all-in-one workplace productivity platform that enables organizations to create and automate digital workflows with no-code forms, documents, and signatures.

Could workflow automation software be right for your organization? Connect with a Formstack expert to discover how our all-in-one workflow management system can boost your company’s productivity.

Imagine a world where the tedious parts of your daily work routine can be completed automatically, without taking time away from higher-value priorities. With an all-in-one productivity solution like Formstack, this concept is not only possible—you can put it into practice right now. 

Read on to discover how workflow automation software can help your organization work smarter, not harder to reach your objectives and which workflow automation software options may be right for you. 

What Is Workflow Automation?

To understand workflow automation, let’s first break the term down. A workflow includes all of the processes and activities necessary to complete a task from start to finish. Techopedia defines automation as the “creation and application of technologies to produce and deliver goods and services with minimal human intervention.” 

Combining the two concepts, workflow automation is the act of shifting the completion of workplace tasks and activities from humans to computers.

This approach relies on software to perform work-related tasks independently within well-defined, automated business parameters. 

Workflow automation software helps organizations to

  • Boost productivity
  • Reduce errors
  • Make processes more secure
  • Enhance the customer and employee experience
  • Eliminate outdated, paper-based processes

Automated workflows are most commonly used for tasks that are repetitive or unnecessarily time-consuming, as well as those that require a high level of accuracy free from human error. 

Did you know? 51% of workers report spending at least two hours per day on repetitive tasks. Discover what’s taking up so much valuable time by reading our 2022 State of Digital Maturity report

Who Uses Workflow Automation?

Workflow automation software can be helpful for any industry, organization, or workplace looking to streamline internal processes and achieve greater efficiency. Studies show that departments across the board could benefit from automated workflows, especially when considering cost savings, employee efficiency, and employee morale. A recent McKinsey study estimates that "automation could raise productivity

growth globally by 0.8 to 1.4 percent annually." The study goes on to report that half of today’s menial workplace activities may be replaced by automation by 2055. 

Our 2022 State of Digital Maturity report found that 93% of U.S.workers spend time performing inefficient and repetitive tasks each day, with 72% of respondents adding that this negatively affects their job satisfaction. This decreases employee morale, which negatively impacts workplace productivity and employee retention.

Though workflow automation can be implemented in various sectors, a few common industries that benefit greatly from automated workflows include healthcare, higher education, and financial services.

Benefits of Workflow Automation

There are countless benefits that come with using workflow automation software, like saving time, eliminating paper, and improving communication. 

Our 2022 State of Digital Maturity report found that Optimized organizations—those that have completely digitized and embraced workflow automation—spend less time on inefficient tasks, track the processes that require the most employee time, and do a better job at retaining talent than organizations that do not employ workflow automation software. 

Furthermore, our study found that one employee wasting two hours per day on inefficient tasks can cost organizations around $13,345 per year. Multiply that by your organization’s total workforce, and it is easy to see how costly workplace inefficiencies can be. But the benefits don’t stop at cost savings, better time management, and employee satisfaction. Implementing automated workflows can result in: 

Fewer Errors

Automated workflows prevent mistakes that can arise from human error. When errors do occur, they can be easily identified and corrected.

Better Connectivity

Platforms like Formstack provide an all-in-one solution that easily integrates with CRMs, cloud storage, and other common apps. This way, processes and tasks remain connected within one centralized location.

Increased Productivity

When your workflows are automated, there’s no time wasted waiting around for status reports or updates. Instead, employees can track task progress in real time and adjust their tasks accordingly. Furthermore, you can input specific rules to automatically delegate tasks and avoid redundancies. 

Better Visibility and Organization

With Formstack, all of your organization’s workflow processes are neatly organized under one roof. No more switching back and forth between email, messaging apps, or spreadsheets.

More Collaboration

Workflow automation empowers every member of your organization to be an important part of a streamlined system, helping to establish a thriving workplace culture that can achieve business goals faster.

A Better Customer Experience

When your workflow processes are optimized, the results filter down to your customers. Using automation software means customers spend less time filling out paperwork and tracking down customer support and more time enjoying your product or service.

Workflow Automation Examples

It’s clear that workflow automation can deliver a wide range of important benefits to your organization. But in what specific ways can automation software serve your business needs? Though the specific way you use workflow management solutions like Formstack may differ from other organizations, the overarching capabilities remain the same across the board.

Examples of real world automated workflows include:

  • Simplifying data collection through mobile-friendly forms
  • Generating and delivering documents based on predetermined criteria
  • Creating tasks and assigning them to employees
  • Automatically generating custom documents and invoices
  • Managing the collection and routing of leads
  • Supporting customers with automated responses
  • Collecting signatures via text message or email
  • Approving requests, including those related to hiring, time off, and proposals


Industry Use Cases for Workflow Automation

Though any industry may benefit from using workflow automation software, four key areas of focus include the healthcare, education, financial services, and technology industries. Here’s a breakdown of how automated workflows can be helpful in each sector.

Healthcare

With many healthcare providers still relying on outdated methods of collecting, organizing, storing, and transferring patient data, the benefit of workflow automation is apparent.

Automated workflows in healthcare may include:

  • Securely collecting and managing patient information
  • Reducing manual data entry with mobile-friendly healthcare forms
  • Automatically populating records from various providers and data sources
  • Managing healthcare facility inventory, invoicing, medical claims, and credentialing
  • Optimizing physician schedules

Education

K-12 school systems, colleges, and universities can improve faculty and student experiences and outcomes by implementing automated workflow solutions like Formstack.

Workflow automation applications in the education sector include:

  • Using forms and surveys to collect student information
  • Transmitting submissions, feedback, and approvals between departments
  • Using data to automatically generate custom applications, acceptance letters, and loan documents
  • Collecting eSignatures from students, faculty, and/or parents 
  • Securely gathering payments or donations and generating receipts  

Financial Services

It is essential that banks, credit unions, and other financial institutions establish secure methods of collecting, storing, and transferring sensitive data to keep customer accounts safe.

Formstack’s no-code workflow automation solutions can enable financial services organizations to:

  • Populate customer data into custom agreements, contracts, reports, and loan documents
  • Allow clients and other stakeholders to review and sign financial documents on their mobile phone, tablet, or computer
  • Safely collect payments online, generate and deliver custom invoices, and share finance updates with clients
  • Digitize paper based processes, such as credit card applications and membership forms 

Technology

Within the technology sector, companies often rely on automation software for managing internal workflows. Much of this workflow automation focuses on optimizing internal systems and processes.

A few examples of real-world use of automated workflows in the tech industry include:

  • Streamlining HR, e.g. job applications, offer letters, onboarding 
  • Routing lead gen forms and other types of data to the correct reps 
  • Improving internal requests for teams like marketing, IT, and finance

Read Next: 15 Ways to Revolutionize Work with the Formstack Platform

10 Best Workflow Automation Software for 2022

As workflow automation becomes more widely adopted, there is no shortage of software solutions on the market to help your organization meet its goals. Here are our picks for the best workflow automation software currently available.

Monday.com

A cloud-based work operating system that includes a suite of tools that help facilitate collaboration, scheduling, and project management.

Integrify

Low-code workflow automation software focusing on ease-of-use, scalability, rapid deployment, and brand integration.

Wrike

A SaaS-based, work management platform well-suited for agencies, marketing companies, and professional service providers.

ClickUp

A straightforward, user-friendly workflow automation solution that includes 20+ viewing options that adapt to your organization’s specific needs.

Smartsheet

A flexible spreadsheet-centric work management platform tailored to track collaborative projects.

Boomi Flow

A modern, cloud-native, low-code application development platform used to create customer journeys and automate simple and sophisticated workflows.

Adobe Workfront

Web-based work and project management software that provides enterprise work management, issue tracking, document management, time tracking and portfolio management.

Jira

A work management tool focused on issue tracking, with automated workflow solutions for test case management and agile software development.

Zapier

Online automation platform that enables users to create custom automated workflows using over 5,000 applications and 100 actions. 

Formstack

An all-in-one workplace productivity platform that enables organizations to create and automate digital workflows with no-code forms, documents, and signatures.

Could workflow automation software be right for your organization? Connect with a Formstack expert to discover how our all-in-one workflow management system can boost your company’s productivity.

Imagine a world where the tedious parts of your daily work routine can be completed automatically, without taking time away from higher-value priorities. With an all-in-one productivity solution like Formstack, this concept is not only possible—you can put it into practice right now. 

Read on to discover how workflow automation software can help your organization work smarter, not harder to reach your objectives and which workflow automation software options may be right for you. 

What Is Workflow Automation?

To understand workflow automation, let’s first break the term down. A workflow includes all of the processes and activities necessary to complete a task from start to finish. Techopedia defines automation as the “creation and application of technologies to produce and deliver goods and services with minimal human intervention.” 

Combining the two concepts, workflow automation is the act of shifting the completion of workplace tasks and activities from humans to computers.

This approach relies on software to perform work-related tasks independently within well-defined, automated business parameters. 

Workflow automation software helps organizations to

  • Boost productivity
  • Reduce errors
  • Make processes more secure
  • Enhance the customer and employee experience
  • Eliminate outdated, paper-based processes

Automated workflows are most commonly used for tasks that are repetitive or unnecessarily time-consuming, as well as those that require a high level of accuracy free from human error. 

Did you know? 51% of workers report spending at least two hours per day on repetitive tasks. Discover what’s taking up so much valuable time by reading our 2022 State of Digital Maturity report

Who Uses Workflow Automation?

Workflow automation software can be helpful for any industry, organization, or workplace looking to streamline internal processes and achieve greater efficiency. Studies show that departments across the board could benefit from automated workflows, especially when considering cost savings, employee efficiency, and employee morale. A recent McKinsey study estimates that "automation could raise productivity

growth globally by 0.8 to 1.4 percent annually." The study goes on to report that half of today’s menial workplace activities may be replaced by automation by 2055. 

Our 2022 State of Digital Maturity report found that 93% of U.S.workers spend time performing inefficient and repetitive tasks each day, with 72% of respondents adding that this negatively affects their job satisfaction. This decreases employee morale, which negatively impacts workplace productivity and employee retention.

Though workflow automation can be implemented in various sectors, a few common industries that benefit greatly from automated workflows include healthcare, higher education, and financial services.

Benefits of Workflow Automation

There are countless benefits that come with using workflow automation software, like saving time, eliminating paper, and improving communication. 

Our 2022 State of Digital Maturity report found that Optimized organizations—those that have completely digitized and embraced workflow automation—spend less time on inefficient tasks, track the processes that require the most employee time, and do a better job at retaining talent than organizations that do not employ workflow automation software. 

Furthermore, our study found that one employee wasting two hours per day on inefficient tasks can cost organizations around $13,345 per year. Multiply that by your organization’s total workforce, and it is easy to see how costly workplace inefficiencies can be. But the benefits don’t stop at cost savings, better time management, and employee satisfaction. Implementing automated workflows can result in: 

Fewer Errors

Automated workflows prevent mistakes that can arise from human error. When errors do occur, they can be easily identified and corrected.

Better Connectivity

Platforms like Formstack provide an all-in-one solution that easily integrates with CRMs, cloud storage, and other common apps. This way, processes and tasks remain connected within one centralized location.

Increased Productivity

When your workflows are automated, there’s no time wasted waiting around for status reports or updates. Instead, employees can track task progress in real time and adjust their tasks accordingly. Furthermore, you can input specific rules to automatically delegate tasks and avoid redundancies. 

Better Visibility and Organization

With Formstack, all of your organization’s workflow processes are neatly organized under one roof. No more switching back and forth between email, messaging apps, or spreadsheets.

More Collaboration

Workflow automation empowers every member of your organization to be an important part of a streamlined system, helping to establish a thriving workplace culture that can achieve business goals faster.

A Better Customer Experience

When your workflow processes are optimized, the results filter down to your customers. Using automation software means customers spend less time filling out paperwork and tracking down customer support and more time enjoying your product or service.

Workflow Automation Examples

It’s clear that workflow automation can deliver a wide range of important benefits to your organization. But in what specific ways can automation software serve your business needs? Though the specific way you use workflow management solutions like Formstack may differ from other organizations, the overarching capabilities remain the same across the board.

Examples of real world automated workflows include:

  • Simplifying data collection through mobile-friendly forms
  • Generating and delivering documents based on predetermined criteria
  • Creating tasks and assigning them to employees
  • Automatically generating custom documents and invoices
  • Managing the collection and routing of leads
  • Supporting customers with automated responses
  • Collecting signatures via text message or email
  • Approving requests, including those related to hiring, time off, and proposals


Industry Use Cases for Workflow Automation

Though any industry may benefit from using workflow automation software, four key areas of focus include the healthcare, education, financial services, and technology industries. Here’s a breakdown of how automated workflows can be helpful in each sector.

Healthcare

With many healthcare providers still relying on outdated methods of collecting, organizing, storing, and transferring patient data, the benefit of workflow automation is apparent.

Automated workflows in healthcare may include:

  • Securely collecting and managing patient information
  • Reducing manual data entry with mobile-friendly healthcare forms
  • Automatically populating records from various providers and data sources
  • Managing healthcare facility inventory, invoicing, medical claims, and credentialing
  • Optimizing physician schedules

Education

K-12 school systems, colleges, and universities can improve faculty and student experiences and outcomes by implementing automated workflow solutions like Formstack.

Workflow automation applications in the education sector include:

  • Using forms and surveys to collect student information
  • Transmitting submissions, feedback, and approvals between departments
  • Using data to automatically generate custom applications, acceptance letters, and loan documents
  • Collecting eSignatures from students, faculty, and/or parents 
  • Securely gathering payments or donations and generating receipts  

Financial Services

It is essential that banks, credit unions, and other financial institutions establish secure methods of collecting, storing, and transferring sensitive data to keep customer accounts safe.

Formstack’s no-code workflow automation solutions can enable financial services organizations to:

  • Populate customer data into custom agreements, contracts, reports, and loan documents
  • Allow clients and other stakeholders to review and sign financial documents on their mobile phone, tablet, or computer
  • Safely collect payments online, generate and deliver custom invoices, and share finance updates with clients
  • Digitize paper based processes, such as credit card applications and membership forms 

Technology

Within the technology sector, companies often rely on automation software for managing internal workflows. Much of this workflow automation focuses on optimizing internal systems and processes.

A few examples of real-world use of automated workflows in the tech industry include:

  • Streamlining HR, e.g. job applications, offer letters, onboarding 
  • Routing lead gen forms and other types of data to the correct reps 
  • Improving internal requests for teams like marketing, IT, and finance

Read Next: 15 Ways to Revolutionize Work with the Formstack Platform

10 Best Workflow Automation Software for 2022

As workflow automation becomes more widely adopted, there is no shortage of software solutions on the market to help your organization meet its goals. Here are our picks for the best workflow automation software currently available.

Monday.com

A cloud-based work operating system that includes a suite of tools that help facilitate collaboration, scheduling, and project management.

Integrify

Low-code workflow automation software focusing on ease-of-use, scalability, rapid deployment, and brand integration.

Wrike

A SaaS-based, work management platform well-suited for agencies, marketing companies, and professional service providers.

ClickUp

A straightforward, user-friendly workflow automation solution that includes 20+ viewing options that adapt to your organization’s specific needs.

Smartsheet

A flexible spreadsheet-centric work management platform tailored to track collaborative projects.

Boomi Flow

A modern, cloud-native, low-code application development platform used to create customer journeys and automate simple and sophisticated workflows.

Adobe Workfront

Web-based work and project management software that provides enterprise work management, issue tracking, document management, time tracking and portfolio management.

Jira

A work management tool focused on issue tracking, with automated workflow solutions for test case management and agile software development.

Zapier

Online automation platform that enables users to create custom automated workflows using over 5,000 applications and 100 actions. 

Formstack

An all-in-one workplace productivity platform that enables organizations to create and automate digital workflows with no-code forms, documents, and signatures.

Could workflow automation software be right for your organization? Connect with a Formstack expert to discover how our all-in-one workflow management system can boost your company’s productivity.

Formstack
Formstack is a SaaS company with a mission to help organizations digitize what matters, automate workflows, and fix processes—all without code. A variety of team members come together to compile posts under Formstack's authorship.
More Articles
Meet The Host
Content Marketing Manager
Connect
Lindsay is a writer with a background in journalism and loves getting to flex her interview skills as host of Practically Genius. She manages Formstack's blog and long-form reports, like the 2022 State of Digital Maturity: Advancing Workflow Automation.