Top 7 Task Automation Software for 2024

A business is involved in multiple processes on a day-to-day basis like generating reports, sending emails, scheduling meetings, onboarding customers, and so on. Doing these tasks manually may take a lot of time and can lead to data errors. Therefore, it is better to automate these tasks with the help of task automation software.

By using task automation software, you can automate repetitive tasks and set the rules for automation to boost productivity and streamline workflow. In this article, we will learn more about automation tools and how you can leverage them for your business.

What Is Task Automation Software?

Task automation software is a kind of tool used to reduce the manual efforts needed to complete tasks. The main purpose of automation tools is to automate tasks and make the procedures more efficient to increase productivity.

The software use a combination of rules, triggers, and actions for automating various tasks. Rules in automation software state the conditions within which task automation will take place, triggers define the kind of actions that initiate the automation process, and actions highlight the steps that will happen when a trigger is identified. With the combination of all these, actions are performed by automation software to complete a specific task.

7 Best Task Automation Software Examples in 2024

• ClickUp
• Tallyfy
• Jira
• Zapier
• Zoho Flow
• Wrike
• Pipefy

Let’s explore these task automation software examples in detail that can be used for automating and managing workflows. Compare them based on their features, pricing, and ratings to choose the right one for your business.

1. ClickUp

ClickUp is a popular task automation software that offers 100+ pre-built automations to automate repetitive tasks, workflows, project hands-off, and much more. With it you can automate assigning tasks, move task statuses, add assignees to tasks, etc. It also offers a no code editor to help you create your own task automations.

Features of ClickUp

• Automatically assigns users to tasks
• Inserts tags in the task when a priority changes
• Changes the task status when due date comes
• Posts comments when the task status and the assignee change

ClickUp Pricing: Free plan available | Paid plan starts from INR 583.29/month

Rating: 4.7/5

2. Tallyfy

Tallyfy is an automation tool that you can use for automating and optimizing various business processes. With it, you can define, execute, and monitor workflows systematically.

It can help in creating workflows, tracking their progress, assigning tasks, and collaborating with team members on projects in real time. With its integration features, you can integrate existing apps into the software to manage their workflows.

Tallyfy Features

• Automates data collection from external clients
• Offers multiple templates to create industry specific workflows
• Creates rules to automate various tasks
• Tracks the workflow’s progress and identifies improvement areas
• Offers rules to hide and show company’s tasks

Tallyfy Pricing: It is free for 2 months and then it is priced at INR 416.68/user/month

Rating: 4.5/5

3. Jira

Jira software provides a no-code rule builder that helps you build automation rules for various tasks created on the platform. It can help automate different processes to save your valuable time. With it, you can auto-assign issues to the persons concerned, close old support issues, close all subtasks when the task is completed, etc.

Features of Jira

• Offers multiple templates for task automation
• Sets automation rules for different projects
• Provides integration with apps like Slack and GitHub
• Offers a no code builder to set automations
• Supports projects automation

Jira Pricing: Free plan available | Paid plan starts from INR 679.05/month

Rating: 4.3/5

4. Zapier

Zapier task automation software helps integrate various work apps and automate their workflows without any code. By creating various Zaps (customized workflows) for different tasks, it performs actions for a particular task. With different zaps, you can create and automate various types of workflows to streamline your work.

Zapier Features

• Automates several tasks with a trigger
• Offers multiple filters for setting ground rules
• Offers a Zap history to record automation tasks’ history
• Provides multiple templates for automating workflows

Zapier Pricing: Free plan available | Paid plan starts from INR 1,693/month

Rating: 4.5/5

5. Zoho Flow

Zoho Flow integration platform helps in automating workflows by connecting cloud applications. The tool can help create your apps and develop multilevel workflows.

With it, you can test your workflows, automatically arrange workflow tasks, undo and redo changes to workflows, map data from one task to another, etc.

Features of Zoho Flow

• Offers a builder to create workflows without coding
• Provides a scripting language to customize workflows
• Maintains a history of all workflows
• Provides visibility into all processes via a dashboard

Zoho Flow Pricing: No free plan available | Paid plan starts from INR 1,740/month

Rating: 4.3/5

6. Wrike

Wrike helps in streamlining project management by automating repetitive tasks, optimizing workflows, and providing a centralized platform to collaborate on tasks.

It offers use case templates to automate different tasks and creates customizable request forms to auto-create and assign tasks. Its automation features help in reducing manual efforts, enhancing efficiency, and ensuring a smoother project execution process.

Features of Wrike

• Generates automatic approvals, request forms, blueprints, etc.
• Automatically assigns roles in tasks based on set rules
• Creates single trigger to perform 10 actions
• Notifies when a task gets completed via automation
• Initiates the approval process when request form is submitted

Pricing of Wrike: Free plan available | Paid plan starts from INR 816.76 /user/month

Rating: 4.2/5

7. Pipefy

Pipefy automation software enables organizations to create, automate, and optimize their processes. It allows users to design custom workflows, automate routine tasks, and track the progress of work processes.

The software offers a range of customizable templates for automating various business processes including project management and customer onboarding.

Pipefy Features

• Offers a no code builder to design and implement workflows
• Provides a drag-and-drop interface to create workflows
• Automates multiple tasks like sending emails, assigning tasks, etc.
• Tracks the workflow progress in real-time

Pipefy Pricing: Free plan available | Paid plan starts from INR 1,666.77/user/month

Rating: 4.6/5

Task Automation Use Cases

Automation tools can be of great help to automate repetitive tasks in various departments. For example, customer service team can use it for prioritizing and assigning customer tickets, sending automated replies to customers queries, closing resolved tickets, etc. Here are some common use cases of task automation tools:

• Marketing Campaign: Marketing teams can use the software for automating drip campaigns, blogs and content scheduling, sending monthly newsletters, etc.
• Invoices Management: Task automation tools can be used for sending and scheduling invoices, tracking paid invoices, sending automated reminders, and so on.
• Human Resources Management: Human resource teams can leverage this software for screening candidates, scheduling appointments, generating employee data reports, etc.
• Inventory Management: You can use this software for managing inventory levels, optimizing procurement, sending reminders to the personnel concerned in overstock and understock situations.

Factors to Consider When Choosing Task Automation Software

Before selecting any of the automation tools, make sure you take into consideration the following factors:

• Integration: It should offer apps integrations to manage the workflow
• Pricing: The pricing should be flexible and must fall within your budget
• Templates: The software should offer industry specific templates to create customized workflows
• Compatibility: An automation tool should be compatible with your existing system for a smooth experience
• Scalability: The scalability feature will help you in scaling the software for your growing task automation requirements.

Which Software Should You Choose for Task Automation?

Task automation software serves a crucial purpose in streamlining processes, enhancing efficiency, and reducing manual workload. As per the detailed comparison of different automation software, ClickUp, Zapier, and Jira have turned out to be the top picks.

They offer a free plan and essential features to manage and optimize your workflow. If you are planning to buy any of them, make sure you take into consideration your budget and requirements.

FAQ Related to Task Automation Software