Whether in business or our personal lives, we are always looking for ways to do things in an easier way. Nowadays, a big part of that is technology. It helps us find places we have never been, customize our homes depending on the person or time of day, and be more productive in the tasks we complete.
One type of such technology are task automation software. These solutions help us perform various tasks we would otherwise spend quite a bit of time on. If you are looking for such a tool, this post is just right for you. I have reviewed 8 different task automation tools that can help your processes in different ways.
Ready? Let’s see how automation can help your workflow.
What is task automation software?
Task automation tools are solutions that help us perform various tasks automatically.
This can range from simple reminders of something that must be performed every week to automation workflows that produce different outcomes based on their circumstances. As such, there is a wide array of task automation software to choose from depending on your expectations.
Some of the most common task automation software types are:
- Task scheduling
- Email workflows
- Content scheduling
- Automated invoicing
- And more
1. Teamhood – Project task automation
Capterra rating: 4.9/5 ⭐⭐⭐⭐⭐
Teamhood is a visual project management tool that allows you to use automation for easier workflow management. With this solution, you will be able to make your processes swifter with recurring tasks that will be repeated on the selected basis, automatic assignment of tasks to specific team members, and integrations with other business solutions that will allow you to minimize switching between them.
Amongst the built-in integrations, you will find Outlook Calendar. Which will import all of your meetings into the Teamhood workload. Thus, giving you the full picture of both tasks and meetings your team has to complete each day. And for those working with Azure DevOps, you will be excited to hear that you can transfer all of your items to a user-friendly Kanban board.
Lastly, Teamhood uses the synced copies feature to allow easy progress tracking across multiple workspaces. When working with multiple teams and projects, you can create synced copies to track the progress and data of any task in several workspaces. For example, you can have a task in your project plan workspace and then create a synced copy of that task in your development workspace. All the progress and tracked data will be available in both copies.
- Scheduling recurring tasks
- Automatic assignment of tasks
- Synced item copies across different workspaces
Pricing: Teamhood offers a free plan for unlimited users, business pricing starts at $9 per user/month.
2. Zapier – Automation between different apps
Capterra rating: 4.7/5 ⭐⭐⭐⭐
Zapier is a no-code workflow automation software that allows users to connect web apps. This is a great way to create automation between your tooling even when there is no integration. Thus giving the user the power to choose and create any type of integration they wish for.
For this to work, the tools you use must have a Zapier integration. You select the tools you wish to connect, define the triggers, and the actions, and save it. Your automation is live and running from then on.
- Automation workflows between different web apps
- Workflow editing
- Historical data
Pricing: Free for individual use, business plans start at $19 per user/month.
3. Fellow – Meeting automation
Capterra rating: 4.9/5 ⭐⭐⭐⭐
Fellow is a meeting task automation software that eases the organization and follow-ups of your meetings. With this solution, you will be able to use predefined meeting structures, get notified about the talking points, and get summarized meeting notes afterward.
Automated reminders to fill out the meeting agenda, summarized notes, and prompts to ensure your meeting has a clear purpose, makes Fellow a great addition to your daily meeting schedule.
- Meeting agenda prompts
- Summarized notes
- Automated meeting cancelation
- Notices of having too many meetings
Pricing: Free plan available, business pricing starts at $7 per user/month.
4. Insightly CRM – Sales task automation software
Capterra rating: 4.1/5 ⭐⭐⭐⭐
Insightly CRM is a sales task automation software. With its help, you can create various sales workflow automations and ensure that the sales cycle moves along without a hitch.
Sales teams use this tool for prospecting, sending follow-ups, tracking opportunities, and possible outcomes. You can create and differentiate workflows for different customer types, by managing the rules and optimizing the sales approach. Use Insightly CRM to automate mundane tasks and focus on closing the deals.
- Opportunity management
- Automated workflows
- Email follow-ups
Pricing: Business plans start at $29 per user/month.
5. Leapwork – Test automation software
Capterra rating: 4.5/5 ⭐⭐⭐⭐
Leapwork is a codeless test automation solution that allows users to easily test their software. As it is a no-coding solution, it is easy to create the testing automations without much technical background. Thus, speeding up the process and ensuring the quality of your product with every release.
- Test automation
- Assignments within the automation
- Task overview
Pricing: Available upon request.
6. Moosend – Email task automation tool
Capterra rating: 4.7/5 ⭐⭐⭐⭐
Moosend is an email marketing and task automation software. With this solution, you will be able to prepare and customize the email campaigns, define the triggers for them to be sent out, and design workflows for your campaigns.
The software is great for teams that work on email marketing and need to set up various automation that go out regularly. With the workflows in place, you will no longer have to worry about possibly having forgotten something.
- Campaign triggers
- Email campaign workflows
- Automated emails
Pricing: Free trial available, business pricing starts at $9 per user/month.
7. ProcessMaker – Business process automation
Capterra rating: 4.5/5 ⭐⭐⭐⭐
ProcessMaker is a low-code business process automation platform. Use this tool to eliminate having to perform repetitive processes in your business and instead focus on tasks that bring value to your team.
This platform is categorized as low code, s such it will be easier than coding but does require some technical knowledge to set up the automations. Once they are complete, you will be able to track all the automation in one convenient dashboard and edit from there.
- Business process automation
- No-code forms
- Monitoring of all the automations
Pricing: Starts at $1475 per month.
8. Xero – Accounting automation software
Capterra rating: 4.4/5 ⭐⭐⭐⭐
Xero is an accounting task automation software. Use this solution to generate automated invoices and create scheduled payments. All of the financial data is tracked live in the built-in reports. You can connect several bank accounts to make the fund transfers much smoother. Xero is an intuitive tool that gives you automation for easier management.
- Automated invoicing
- Live reporting
- Bank connections for fund management
Pricing: Starts at $29 per month.
Task automation tools features
Depending on the type of task automation software, their features will differ. Having said that, to get a tool that eases your processes, you should be looking for features that allow you to focus on the big stuff. While leaving the small repetitive things to the robots.
That can be features like:
- Scheduling repetitive tasks
- Syncing task data across different workspaces
- Sending emails based on the user’s actions
- Generating invoices and the payment period gets close
- Testing out your product in predefined scenarios
- Integrating with other solutions and more
Task automation software aims to help us perform various daily tasks quickly. Whether you work in marketing, sales, or accounting, hopefully, this list was useful in finding a tool for your needs.
For those looking to manage their project or team tasks with a good selection of automation, check out Teamhood. It is free to use and has an intuitive interface that will be easy to use from the get-go.
Visual work management for high performing teams.
Automate repetative tasks and focus on the real work
Passionate content marketer looking to bring better solutions to the project management space.
2020 - Present Marketing specialist at Teamhood.
2014 - 2020 Marketing manager for Eylean.