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2026 Workflow Automation Platforms for Agencies Buying Guide: Top 12 Rated

Albert Richer
Curated by :
Albert Richer
Updated Apr 1, 2026

Want to browse everything in this group? See our full Workflow Automation Platforms page.

Workflow Automation Platforms for Agencies
Albert Richer

"Navigating the Best Workflow Automation Platforms for Agencies: Insights from Research and User Feedback" In the ever-evolving landscape of workflow automation, analysis of thousands of customer reviews indicates that platforms like Zapier and Integromat consistently rank high for their flexibility and user-friendly interfaces. Market research shows that agencies often favor these tools for their ability to integrate seamlessly with other applications, making them a staple in many tech stacks. However, it’s essential to distinguish between genuine value and marketing hype—many users have noted that while tools like Monday.com offer robust features, they may also come with a steeper learning curve and a higher price tag than similar offerings. Research suggests that smaller agencies on a budget might find success with tools like Airtable, which is frequently praised for its affordability and adaptability in managing projects without overwhelming complexity. Why does everyone think you need to spend $$$ to get quality automation? Sometimes, less truly is more! "Navigating the Best Workflow Automation Platforms for Agencies: Insights from Research and User Feedback" In the ever-evolving landscape of workflow automation, analysis of thousands of customer reviews indicates that platforms like Zapier and Integromat consistently rank high for their flexibility and user-friendly interfaces.

Not sure which one is right for you?

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Step 1 of 4
Similar Categories
1
Expert Score
9.8 / 10
679
66
BEST
LEADER IN APP CONNECTIVITY
1
Zapier: AI Workflow Automation
9.8

Zapier: AI Workflow Automation

Zapier: AI Workflow Automation
View Website
Zapier is ideal for agencies that require a versatile and comprehensive workflow automation tool. It effortlessly integrates with over 8000 apps, significantly simplifying the design and execution of AI workflows and agents. This platform is specifically advantageous for agencies looking to automate repetitive tasks, streamline processes, and enhance productivity without coding knowledge.
Zapier is ideal for agencies that require a versatile and comprehensive workflow automation tool. It effortlessly integrates with over 8000 apps, significantly simplifying the design and execution of AI workflows and agents. This platform is specifically advantageous for agencies looking to automate repetitive tasks, streamline processes, and enhance productivity without coding knowledge.
BEST
LEADER IN APP CONNECTIVITY

Best for teams that are

  • Non-technical teams wanting to easily connect thousands of web apps.
  • SaaS products needing embedded integration catalogs via API.

Skip if

  • Enterprises requiring on-premise or highly secure self-hosted setups.
  • Developers seeking code-heavy, complex data transformations.

Expert Take

Our analysis shows Zapier remains the undisputed leader in connectivity, boasting an ecosystem of over 8,000 integrations that far outpaces competitors. Research indicates that while high-volume costs can be steep, the introduction of AI-powered tools like Canvas and Agents significantly reduces the technical barrier for building complex systems. Based on documented features, it is the premier choice for businesses prioritizing speed of implementation and breadth of connectivity over raw execution cost.

Pros

  • Connects over 8,000 apps without coding
  • Intuitive AI features like Canvas and Agents
  • Massive user community and template library
  • Reliable SOC 2 Type II security
  • User-friendly interface for non-technical teams

Cons

  • Expensive at high task volumes
  • Not HIPAA compliant (no BAA)
  • Live chat support is gated by plan
  • Debugging complex errors can be difficult
  • Limited flexibility compared to code-based tools
2
Expert Score
9.8 / 10
969
270
RATED
SEAMLESS DOCUMENT AUTOMATION
2
Box Relay
9.8

Box Relay

Box Relay
View Website
Box Relay enables agencies to automate workflows without coding, directly within Box's secure content layer. Ideal for regulated industries, it streamlines document approvals and e-signatures while ensuring compliance with standards like HIPAA and FedRAMP.
Box Relay enables agencies to automate workflows without coding, directly within Box's secure content layer. Ideal for regulated industries, it streamlines document approvals and e-signatures while ensuring compliance with standards like HIPAA and FedRAMP.
RATED
SEAMLESS DOCUMENT AUTOMATION

Best for teams that are

  • Medium to large enterprises already using Box for content management.
  • Teams needing automated document reviews, approvals, and onboarding.

Skip if

  • Companies not using Box for their primary cloud storage.
  • Teams needing complex data routing across multiple external SaaS apps.

Expert Take

Box Relay stands out by bringing powerful, no-code workflow automation directly into the enterprise content layer. Rather than forcing teams to adopt a separate BPM tool, Relay allows users to trigger document approvals, metadata extraction, and e-signatures entirely within Box's secure ecosystem. Backed by industry-leading compliance certifications like HIPAA, FedRAMP, and FDA 21 CFR Part 11, it is the ultimate choice for regulated industries that need to automate complex, document-centric proc

Pros

  • No-code visual workflow builder
  • Enterprise-grade security and HIPAA compliance
  • Over 1,500 native app integrations
  • Included native e-signature with Box Sign

Cons

  • Requires high-tier Box business plans
  • Steep learning curve for complex conditional logic
  • Limited utility outside the Box ecosystem
3
Expert Score
9.7 / 10
715
202
VALUE
3
MuleRun
9.7

MuleRun

MuleRun
View Website
MuleRun empowers agencies with a proactive AI model, functioning as a 24/7 digital employee. It offers zero-code setup and a marketplace with over 180 AI agents, enhancing workflow automation with personalized and scalable solutions.
MuleRun empowers agencies with a proactive AI model, functioning as a 24/7 digital employee. It offers zero-code setup and a marketplace with over 180 AI agents, enhancing workflow automation with personalized and scalable solutions.
VALUE

Best for teams that are

  • Users needing 24/7 autonomous, self-evolving AI agents for complex tasks.
  • Individuals and teams wanting proactive, cross-device AI workers.

Skip if

  • Teams wanting rigid, rule-based if-this-then-that automations.
  • Enterprises requiring strict, on-premise legacy system orchestration.

Expert Take

MuleRun fundamentally changes the AI interaction model from reactive chatbots to proactive, 24/7 digital employees. We love its dedicated cloud virtual machine architecture, which allows complex workflows to run overnight without keeping a browser open. Its self-evolving capability means the system learns your unique preferences and anticipates your needs over time, making it a highly personalized and scalable productivity partner.

Pros

  • Always-on 24/7 cloud virtual machine for background execution
  • Zero-code setup with seamless cross-platform integration
  • Self-evolving architecture adapts to user workflows automatically
  • Marketplace offers over 180 ready-to-use specialized AI agents

Cons

  • Strict legal disclaimers shift data liability to users
  • Free tier is constrained by daily credit limitations
  • Some general browser agents require refinement for complex tasks
4
Expert Score
9.6 / 10
466
65
BEST FOR COMPLEX LOGIC
4
Make Workflow Automation
9.6

Make Workflow Automation

Make Workflow Automation
View Website
Make is a powerful, no-code workflow automation platform designed specifically for agencies. It enables users to visually build, scale and automate AI and agentic workflows, addressing the industry's need for efficient and streamlined processes. Its user-friendly interface and easy integration make it a standout choice for agencies looking to save time and increase productivity.
Make is a powerful, no-code workflow automation platform designed specifically for agencies. It enables users to visually build, scale and automate AI and agentic workflows, addressing the industry's need for efficient and streamlined processes. Its user-friendly interface and easy integration make it a standout choice for agencies looking to save time and increase productivity.
BEST FOR COMPLEX LOGIC

Best for teams that are

  • Visual builders and agencies handling complex, multi-step integrations.
  • Users needing advanced control over data routing and error handling.

Skip if

  • Enterprises needing built-in AI context memory or SOC 2 compliance.
  • Users seeking simple, linear if-this-then-that automations.

Expert Take

Our analysis shows Make bridges the gap between no-code and code, offering a visual interface that doesn't sacrifice technical depth. Research indicates it is particularly strong for complex workflows requiring advanced logic like branching and data iteration, which are often expensive or impossible in simpler tools. Based on documented features, the ability to connect to any REST API via the HTTP module makes it infinitely extensible for power users.

Pros

  • Visual drag-and-drop builder for complex logic
  • Significantly cheaper than competitors for high volumes
  • Supports routers, iterators, and aggregators natively
  • Connects to any API via HTTP module
  • SOC 2 Type II and GDPR compliant

Cons

  • Steep learning curve for beginners
  • Polling triggers burn operations without data
  • Support response times can be slow
  • Mobile app limited to monitoring only
  • Error handling requires technical knowledge
5
Expert Score
9.5 / 10
407
160
BEST FOR DEVELOPERS
5
n8n Workflow Automation
9.5

n8n Workflow Automation

n8n Workflow Automation
View Website
n8n is a perfect fit for agencies seeking to streamline their business processes through workflow automation. Its AI-infused capabilities offer the flexibility and precision needed to execute complex agency tasks, allowing teams to focus more on creativity and less on administrative duties.
n8n is a perfect fit for agencies seeking to streamline their business processes through workflow automation. Its AI-infused capabilities offer the flexibility and precision needed to execute complex agency tasks, allowing teams to focus more on creativity and less on administrative duties.
BEST FOR DEVELOPERS

Best for teams that are

  • Technical teams and developers needing open-source, self-hosted workflows.
  • Companies wanting complex, custom node development and AI integrations.

Skip if

  • Non-technical users looking for simple, drag-and-drop no-code setups.
  • Companies without IT resources to manage self-hosted environments.

Expert Take

Our analysis shows n8n uniquely bridges the gap between no-code simplicity and full-code power. Research indicates its 'fair-code' model and execution-based pricing make it significantly more cost-effective for complex, high-volume enterprise workflows than competitors like Zapier. Based on documented features, its native AI capabilities and ability to run custom JavaScript/Python allow technical teams to build sophisticated agents while maintaining complete data sovereignty.

Pros

  • Free self-hosted Community Edition
  • Execution-based pricing saves money
  • Native AI and LangChain support
  • JavaScript and Python code nodes
  • SOC 2 compliance and data sovereignty

Cons

  • Steep learning curve for beginners
  • Fewer native apps than Zapier
  • Commercial license restrictions apply
  • Self-hosting requires DevOps skills
  • Database bottlenecks at high scale
6
Expert Score
9.5 / 10
503
83
6
Glide Workflow Automation Software
9.5

Glide Workflow Automation Software

Glide Workflow Automation Software
View Website
Glide Solutions offers a robust Workflow Automation Platform designed specifically for agencies. It facilitates the creation of tailor-made apps in a matter of weeks, directly addressing the unique needs of agencies for custom, efficient, and timely digital solutions.
Glide Solutions offers a robust Workflow Automation Platform designed specifically for agencies. It facilitates the creation of tailor-made apps in a matter of weeks, directly addressing the unique needs of agencies for custom, efficient, and timely digital solutions.

Best for teams that are

  • Teams converting spreadsheets into mobile apps and internal portals.
  • Non-technical users needing fast, data-driven app deployment.

Skip if

  • Organizations needing complex backend orchestration or heavy code.
  • Developers building native iOS/Android apps with custom algorithms.

Expert Take

Our analysis shows Glide transforms standard data sources into powerful software with a level of polish rarely seen in no-code tools. Research indicates the new Workflows feature significantly expands its utility by enabling server-side automation and logic, moving it beyond simple data display. Based on documented security certifications like SOC 2 Type 2, it stands out as a trustworthy option for enterprises needing rapid internal tooling without compromising compliance.

Pros

  • Visual server-side workflow builder
  • SOC 2 Type 2 certified
  • Native SQL and API integrations
  • Intuitive no-code interface
  • Real-time data synchronization

Cons

  • No native mobile store publishing
  • Steep price jump to Business plan
  • Row limits on lower tiers
  • Updates-based consumption pricing
  • Limited design customization options
7
Expert Score
9.5 / 10
962
170
7
airSlate
9.5

airSlate

airSlate
View Website
airSlate empowers agencies by transforming document management with eSignatures and no-code RPA. It simplifies workflow automation, seamlessly integrating with CRMs like Salesforce, enhancing data processing and reducing manual tasks.
airSlate empowers agencies by transforming document management with eSignatures and no-code RPA. It simplifies workflow automation, seamlessly integrating with CRMs like Salesforce, enhancing data processing and reducing manual tasks.

Best for teams that are

  • Businesses with document-heavy workflows like contracts and invoices.
  • HR, legal, and finance teams needing e-signatures and compliance.

Skip if

  • Teams needing general app-to-app API orchestration without documents.
  • Developers seeking highly technical coding environments.

Expert Take

airSlate redefines document management by blending traditional eSignatures with powerful, no-code Robotic Process Automation (RPA). We love how it empowers non-technical teams to build intricate, automated workflows that can extract, route, and sync data seamlessly with major CRMs like Salesforce and NetSuite. Its comprehensive approach—combining web forms, PDF editing, and payment processing—creates a centralized ecosystem that significantly reduces manual data entry and accelerates overall bus

Pros

  • Extensive no-code bot library
  • Deep native CRM integrations
  • Enterprise-grade security and compliance
  • All-in-one document automation platform

Cons

  • Widespread billing and auto-renewal complaints
  • Complex credit-based pricing model
  • Customer support responsiveness issues
  • Steep learning curve for advanced bots
8
Expert Score
9.4 / 10
549
85
ENTERPRISE PROCESS EXCELLENCE
8
Flowable Workflow Automation
9.4

Flowable Workflow Automation

Flowable Workflow Automation
View Website
Flowable specializes in process automation and case management, making it an ideal choice for agencies with intensive workflow processes and stringent compliance requirements. Its intuitive design, advanced features, and seamless integration capabilities cater to the unique needs of agencies, enhancing efficiency and ensuring adherence to compliance norms.
Flowable specializes in process automation and case management, making it an ideal choice for agencies with intensive workflow processes and stringent compliance requirements. Its intuitive design, advanced features, and seamless integration capabilities cater to the unique needs of agencies, enhancing efficiency and ensuring adherence to compliance norms.
ENTERPRISE PROCESS EXCELLENCE

Best for teams that are

  • Enterprises needing end-to-end process automation and case management.
  • Organizations in finance and healthcare needing strict compliance.

Skip if

  • Small teams looking for simple, lightweight no-code integrations.
  • Users without Java or Spring Boot development capabilities.

Expert Take

Our analysis shows Flowable stands out for its rigorous adherence to the 'Triple Crown' of process standards (BPMN, CMMN, DMN), making it uniquely capable of handling complex, non-linear case management scenarios that rigid workflow tools cannot. Research indicates its recent integration of AI agent orchestration allows enterprises to govern AI models as first-class citizens within these compliant workflows. Based on documented certifications like ISO 27001 and SOC 2 Type 2, it is a top-tier choice for regulated industries requiring deep auditability.

Pros

  • Supports BPMN, CMMN, and DMN standards
  • ISO 27001 and SOC 2 certified
  • Strong AI agent orchestration capabilities
  • Open-source core with enterprise scalability
  • Extensive REST API and Java extensibility

Cons

  • Steep learning curve for non-technical users
  • Opaque enterprise pricing model
  • Documentation can be overwhelming
  • Complex UI for advanced features
  • Requires technical expertise to customize
9
Expert Score
9.3 / 10
423
96
9
UiPath Automation Platform
9.3

UiPath Automation Platform

UiPath Automation Platform
View Website
UiPath Automation Platform is a powerful tool for agencies looking to streamline their workflows and increase productivity. The platform leverages agentic automation and AI to drive transformation, ensuring that repetitive tasks are automated, freeing up time for more strategic work. Its rich features and flexibility make it perfectly suited for the demands of agency workflows.
UiPath Automation Platform is a powerful tool for agencies looking to streamline their workflows and increase productivity. The platform leverages agentic automation and AI to drive transformation, ensuring that repetitive tasks are automated, freeing up time for more strategic work. Its rich features and flexibility make it perfectly suited for the demands of agency workflows.

Best for teams that are

  • Large enterprises in retail, manufacturing, and healthcare.
  • Organizations needing RPA, document understanding, and legacy system sync.

Skip if

  • Small startups needing lightweight, purely cloud-based app integrations.
  • Teams without dedicated IT or RPA developers for implementation.

Expert Take

Our analysis shows UiPath defines the enterprise automation standard, consistently ranking as a Gartner Leader for seven consecutive years. Research indicates it successfully bridges the gap between legacy UI automation and modern API-led workflows, recently expanding into 'Agentic AI' to orchestrate complex business processes. While it carries a premium price tag, its documented depth in security, governance, and AI capabilities makes it the go-to choice for large-scale digital transformation.

Pros

  • Market leader with 35.8% share
  • Comprehensive end-to-end automation platform
  • Strong AI and Document Understanding
  • Enterprise-grade security (SOC2, HIPAA)
  • Massive integration ecosystem

Cons

  • High licensing costs for SMBs
  • Steep learning curve for advanced features
  • Complex pricing structure
  • Resource-intensive performance
  • Requires technical expertise for scale
10
Expert Score
9.2 / 10
533
106
10
Relay.app: AI Workflow Automation
9.2

Relay.app: AI Workflow Automation

Relay.app: AI Workflow Automation
View Website
Relay.app is an intelligent platform designed to automate workflow processes for agencies. By creating AI agents that work for you, Relay.app streamlines task assignments, automations, and data sharing amongst team members, catering specifically to the needs of professionals in this industry.
Relay.app is an intelligent platform designed to automate workflow processes for agencies. By creating AI agents that work for you, Relay.app streamlines task assignments, automations, and data sharing amongst team members, catering specifically to the needs of professionals in this industry.

Best for teams that are

  • Small to mid-sized teams needing human-in-the-loop approvals.
  • Non-technical users wanting easy AI agent creation without code.

Skip if

  • Enterprises requiring self-hosted solutions or complex procurement.
  • Developers who prefer interacting with tools primarily via code.

Expert Take

Our analysis shows Relay.app solves the 'silent failure' problem of traditional automation by treating human judgment as a first-class citizen. Unlike tools that break when they encounter ambiguity, Relay.app natively integrates 'human-in-the-loop' steps, allowing teams to pause workflows for approvals or data input. Research indicates this, combined with premium AI models included directly in the subscription, makes it uniquely suited for complex, collaborative business processes rather than just simple data piping.

Pros

  • Native human-in-the-loop approval steps
  • GPT-4o and Claude included in plans
  • Real-time multiplayer collaboration
  • Backed by a16z and Khosla Ventures
  • Generous free plan with premium AI

Cons

  • Limited integration library (~150 apps)
  • Approvals limited to internal users
  • Step limits on entry-level plans
  • Newer ecosystem than Zapier/Make
  • No HIPAA compliance documentation available
11
Expert Score
8.9 / 10
527
158
11
Creatio: Agentic CRM & Workflow
8.9

Creatio: Agentic CRM & Workflow

Creatio: Agentic CRM & Workflow
View Website
Creatio is a powerful CRM and workflow management tool specifically designed for agencies. It provides a no-code platform that enables effortless creation of custom apps, AI agents, and automation of operational workflows, speeding up the process and increasing ROI.
Creatio is a powerful CRM and workflow management tool specifically designed for agencies. It provides a no-code platform that enables effortless creation of custom apps, AI agents, and automation of operational workflows, speeding up the process and increasing ROI.

Best for teams that are

  • Mid to large enterprises wanting unified CRM and workflow automation.
  • Sales, marketing, and service teams needing no-code AI agents.

Skip if

  • Small businesses finding enterprise CRM features excessive.
  • Companies needing solely non-CRM, lightweight app-to-app integrations.

Expert Take

Our analysis shows Creatio stands out by effectively merging a robust CRM with a powerful no-code BPM engine, allowing for unparalleled workflow automation. Research indicates the recent 'Twin' architecture elevates this further by embedding autonomous AI agents that don't just generate text but actively execute business tasks. It is a platform designed for organizations that want to build digital workers alongside their human teams.

Pros

  • Unified platform for Sales, Marketing, and Service
  • Market-leading no-code customization capabilities
  • Embedded autonomous Agentic AI workflows
  • Strong analyst recognition (Gartner & Forrester)
  • Comprehensive security (SOC 2, HIPAA, ISO)

Cons

  • $10,000 minimum annual purchase requirement
  • Steep learning curve for new users
  • Additional costs for AI tokens/actions
  • Smaller marketplace compared to Salesforce
  • Complex setup for advanced features
12
Expert Score
8.8 / 10
462
169
12
Slack Workflow Automation
8.8

Slack Workflow Automation

Slack Workflow Automation
View Website
Slack's Workflow Automation tool leverages AI to create hassle-free automated processes for agencies. It simplifies and automates repetitive tasks, saving valuable time and increasing productivity. This is especially beneficial for agencies that handle multiple clients and projects simultaneously, and need to maintain an organized and efficient workflow.
Slack's Workflow Automation tool leverages AI to create hassle-free automated processes for agencies. It simplifies and automates repetitive tasks, saving valuable time and increasing productivity. This is especially beneficial for agencies that handle multiple clients and projects simultaneously, and need to maintain an organized and efficient workflow.

Best for teams that are

  • Teams needing simple, rule-based automations directly inside Slack.
  • Non-technical users wanting fast routine task management and approvals.

Skip if

  • Enterprises needing complex, multi-phase external data pipelines.
  • Teams seeking advanced AI agent orchestration beyond simple chat rules.

Expert Take

Our analysis shows Slack Workflow Automation excels at democratizing productivity by placing powerful, no-code tools directly into the chat interface where teams already work. Research indicates it is particularly strong in ecosystem connectivity, offering over 2,600 integrations that allow users to trigger actions in tools like Salesforce or Jira without context switching. While it has documented limitations in complex logic and data storage compared to dedicated iPaaS solutions, its seamless integration into daily communication makes it unmatched for operational speed.

Pros

  • No-code visual builder for easy automation
  • Over 2,600 native app integrations
  • Enterprise-grade security (FedRAMP, SOC2, ISO)
  • Conditional branching logic included
  • Seamless mobile and desktop experience

Cons

  • Premium workflow run limits apply
  • Overage fees for heavy usage
  • HIPAA locked to Enterprise Grid
  • Cannot store structured data/databases
  • Limited nested branching depth

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1 Zapier: AI Workflow Automation
Yes No Yes - 14 days Yes Yes Email/Ticket only SOC 2 Google Workspace, Slack, Salesforce Yes $19.99/month
2 Box Relay
Yes No Yes - 14 days No Yes Email/Ticket only Both Microsoft Office 365, Google Workspace, Salesforce Yes Contact for pricing
3 MuleRun
Web-only No Yes - 7 days No Yes Email/Ticket only No AWS, Google Cloud, Azure Enterprise plans only $49/month
4 Make Workflow Automation
Web-only Freemium Yes - 14 days No Yes Yes Not specified Google Workspace, Shopify, HubSpot Enterprise plans only $9/month
5 n8n Workflow Automation
Web-only Yes No No Yes Email/Ticket only No Slack, Google Workspace, Airtable Enterprise plans only Free
6 Glide Workflow Automation Software
Yes Yes Yes - 14 days Yes Yes Yes ISO 27001 Google Sheets, Zapier, Airtable Yes $25/month
7 airSlate
Yes Freemium Yes - 30 days Yes Yes Yes SOC 2 Salesforce, Google Workspace, Dropbox Yes $30/user/month
8 Flowable Workflow Automation
No No Contact for trial No Enterprise API only Email/Ticket only Not specified SAP, Oracle, Microsoft Dynamics Yes Contact for pricing
9 UiPath Automation Platform
Yes No Yes - 60 days No Yes Yes Both Salesforce, SAP, Oracle Yes Contact for pricing
10 Relay.app: AI Workflow Automation
Web-only Freemium Yes - 14 days Yes Yes Yes Not specified Slack, Google Workspace, Trello Yes $15/month
1

Zapier: AI Workflow Automation

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Google Workspace, Slack, Salesforce
Supports SSO
Yes
Starting Price
$19.99/month
2

Box Relay

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
No
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Both
Popular Integrations
Microsoft Office 365, Google Workspace, Salesforce
Supports SSO
Yes
Starting Price
Contact for pricing
3

MuleRun

Has Mobile App
Web-only
Has Free Plan
No
Has Free Trial
Yes - 7 days
Integrates With Zapier
No
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
No
Popular Integrations
AWS, Google Cloud, Azure
Supports SSO
Enterprise plans only
Starting Price
$49/month
4

Make Workflow Automation

Has Mobile App
Web-only
Has Free Plan
Freemium
Has Free Trial
Yes - 14 days
Integrates With Zapier
No
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Google Workspace, Shopify, HubSpot
Supports SSO
Enterprise plans only
Starting Price
$9/month
5

n8n Workflow Automation

Has Mobile App
Web-only
Has Free Plan
Yes
Has Free Trial
No
Integrates With Zapier
No
Has Public API
Yes
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
No
Popular Integrations
Slack, Google Workspace, Airtable
Supports SSO
Enterprise plans only
Starting Price
Free
6

Glide Workflow Automation Software

Has Mobile App
Yes
Has Free Plan
Yes
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
ISO 27001
Popular Integrations
Google Sheets, Zapier, Airtable
Supports SSO
Yes
Starting Price
$25/month
7

airSlate

Has Mobile App
Yes
Has Free Plan
Freemium
Has Free Trial
Yes - 30 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Salesforce, Google Workspace, Dropbox
Supports SSO
Yes
Starting Price
$30/user/month
8

Flowable Workflow Automation

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
SAP, Oracle, Microsoft Dynamics
Supports SSO
Yes
Starting Price
Contact for pricing
9

UiPath Automation Platform

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 60 days
Integrates With Zapier
No
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Both
Popular Integrations
Salesforce, SAP, Oracle
Supports SSO
Yes
Starting Price
Contact for pricing
10

Relay.app: AI Workflow Automation

Has Mobile App
Web-only
Has Free Plan
Freemium
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Slack, Google Workspace, Trello
Supports SSO
Yes
Starting Price
$15/month

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How We Rank Products

Our Evaluation Process

The 'How We Choose' section for workflow automation platforms for agencies outlines a comprehensive evaluation process grounded in objective research and analysis. Key factors considered include product specifications, essential features, customer reviews, expert ratings, and the overall value offered by each platform. Specific considerations for this category involve the ability to integrate seamlessly with various tools, user-friendliness, scalability, and support options available to agencies. Rankings were determined by analyzing data collected from extensive reviews, comparing specifications across nine products, and evaluating the price-to-value ratio, ensuring an informed and unbiased selection of the best workflow automation solutions for agencies.

Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.

Verification

  • Products evaluated through comprehensive research and analysis of features and user satisfaction.
  • Rankings based on in-depth analysis of specifications, customer feedback, and expert insights.
  • Selection criteria focus on integration capabilities, ease of use, and automation efficiency specific to agency workflows.
How We Evaluate Products
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What This Award Means