Best Workflow Management Software for Microsoft Excel - Page 2

Seamlessly connect applications, analyze data, and design automated processes along with impactful KPI dashboards tailored to your specifications. This user-friendly drag-and-drop platform requires no coding expertise! Begin tackling prevalent integration hurdles effectively. You can effortlessly construct your automation workflows on a unified screen, linking numerous apps without the need to write any code. Whether you want to set up straightforward one-to-one automations or intricate multi-app workflows, it can all be accomplished in just minutes. Manage and structure your data flow with advanced features like conditional logic, time delays, data formatting, filtering, function expressions, and much more. Experience the speed of building automations and integrations, utilizing a drag-and-drop interface that eliminates coding barriers. Create straightforward, multi-step, or advanced workflows, including conditional branches, parallel processes, and loops. This empowers every member of your organization to swiftly make informed, data-driven decisions that promote strategic initiatives. Plus, you have access to an extensive variety of chart types, such as line, bar, pie, area, and gauge charts, among others, to visualize your data effectively. With such flexibility, your ability to derive insights and present them dynamically becomes limitless.

Workflow and Task Management represents the user-centric segment of Decisions.com’s all-encompassing workflow and rules platform. By offering visual development environments for creating forms, reports, workflows, and dashboards, this software enables organizations to streamline their business processes, assign tasks, establish intervention procedures, and monitor the lifecycle of work items. Essential functionalities encompass double-blind data entry, purchase order requests and approvals, data and file collection, customer onboarding, application processing, and inventory oversight, among various other capabilities. This comprehensive tool not only enhances operational efficiency but also fosters better collaboration across teams, ensuring that all tasks are executed seamlessly and effectively.

In-STEP BLUE can manage corporate processes, workflows, or standards such as the German V-Modell XT or Automotive SPICE. You can tailor activities and artifacts according to your needs. The software features include project, requirements, document and resource management. You can also manage risk by modifying the version of the software from a central, multi-user Oracle database. Gantt-Charts and dashboards as well as cost planning and resource charts are all available to facilitate tracking progress. Remote access to progress data, scheduling, and other information is possible via the webapp.

RPA is the future of modern enterprise. Are you interested in RPA to automate manual tasks? Include your people. Automating end-to-end processes that include both your data and people is essential to improve business efficiency. Tonkean's aRPA platform combines no code RPA, integrations and AI-powered coordinationbots into a single platform. This allows you to automate, orchestrate, and coordinate end-to-end processes across multiple systems and people. Our powerful Workflow Builder makes it easy to train your Bots in order to coordinate and execute any business workflow. This includes data manipulation and people coordination. Tonkean puts your employees at the center of the process by reaching them wherever they are: Slack or MS Teams, email, or even via email. Tonkean InvoicesGPT fully automates the handling of all incoming invoices. Simply connect your email inbox or Google Drive in one click, and Tonkean will immediately analyze any PDF/invoice files to extract relevant fields, complete a three-way-matching verification, provide visibility into spend across vendors and departments, and update existing finance systems.

Create intricate automations at lightning speed, eliminating the hassle of dealing with APIs. The tedious hours spent navigating through a tangled web of scripts are now behind you. Utilize JavaScript for enhanced flexibility while relying on the intuitive UI for everything else. n8n empowers you to establish adaptable workflows that prioritize comprehensive data integration. Additionally, with shareable templates and an easy-to-navigate interface, team members with less technical expertise can also contribute and collaborate effectively. Unlike many other tools, complexity won’t hinder your creativity, allowing you to construct anything your imagination conjures—without worrying about expenses. Effortlessly connect APIs using no-code solutions for simple task automation, or delve into vanilla JavaScript for sophisticated data manipulation. You can set up multiple triggers, branch out, merge workflows, and even pause processes to await external events. Seamlessly interact with any API or service through custom HTTP requests, and safeguard live workflows by maintaining distinct development and production environments with separate authentication credentials. Embrace the freedom to innovate without limits.

Fleak serves as a user-friendly, low-code serverless API builder tailored for data teams, eliminating the need for any underlying infrastructure while enabling the quick embedding of API endpoints into your modern AI and data technology ecosystem. Begin by setting up the necessary elements of your data workflow, which can include transforming data, creating text embeddings, and linking with vector databases, all achievable in just a few straightforward steps. The platform's intuitive features remove unnecessary complications, allowing you to efficiently create workflows without cumbersome configurations. You can easily add and adjust nodes to construct your workflow, accommodating various data formats such as JSON, SQL, CSV, and plain text. Furthermore, you have the flexibility to customize each step of your workflow to facilitate diverse data transformations. After designing your workflow, you can test and preview the results on the spot, ensuring everything is accurate before proceeding. Once the workflow is complete, Fleak enables seamless integration with large language models, databases, and a range of other critical tools, significantly enhancing your data management capabilities. This streamlined process not only saves time but also empowers teams to leverage their data more effectively.

Oversee and supervise the complete document lifecycle with infoRouter, a versatile electronic document management system (EDMS) tailored for small to medium enterprises. infoRouter enhances overall efficiency and productivity by equipping users with essential tools to capture, categorize, search, share, and store vital company documents and records. Additionally, the platform provides seamless integration with MS Office applications, supports multiple languages, and includes a web services API to facilitate smooth operations. This comprehensive approach ensures that businesses can manage their documentation effortlessly and effectively.

In a matter of hours, a standard workflow can be implemented, while more intricate workflows may require up to a week for deployment. Our operations workflow management platform is designed to mold itself to your organization's needs and streamline your business processes through automation. You can effortlessly design tailored workflows that align with your existing procedures, utilizing the forms and terminology that you are already familiar with. By integrating action-bots from our extensive library or by crafting your own custom logic, you can automate and enhance actions within your workflows. Recognizing that documents and forms are central to any organization, we emphasize the importance of having a robust and adaptable document and form management system to ensure a successful workflow. Quickly gather data throughout various processes in your business, scrutinize the metrics against your key performance indicators, and pinpoint any irregularities, bottlenecks, or inefficiencies present in your system. With this comprehensive approach, your organization can achieve higher productivity and streamlined operations.

Business teams can now seamlessly integrate apps and data in a quick and efficient manner. By allowing these teams to access IT-governed data through simple clicks instead of complex coding, the dependency on development resources is eliminated. This approach fosters collaboration between business teams and IT, enabling them to initiate their own integration projects with the help of IT-created templates and assets. Additionally, IT can effectively oversee all integrations without hindering business progress. With an easy-to-use interface, users can connect various systems like Salesforce, Netsuite, Workday, Slack, and many others. The process of building projects becomes faster with IT-approved, ready-to-use connectors and live data previews. Furthermore, organizations can unlock data securely from any application, utilizing a robust tool that IT trusts for scalability and security. By equipping business teams with the necessary resources to link systems, organizations can enhance their operational speed. This not only empowers business teams to accelerate their initiatives but also facilitates the sharing of customized assets and templates for greater efficiency and collaboration. In this way, businesses can thrive in a rapidly evolving digital landscape.

Autopia leverages artificial intelligence to streamline your agile workflows, allowing you to focus more on development. With JIRA, you can transform hours of work into mere minutes. Drawing on insights from leading engineering teams, it automates tasks like workflow planning, progress tracking, and roadmap creation through natural language. Simply define your project objectives and provide relevant context, and the AI swiftly generates detailed tickets for your team's upcoming initiatives in just seconds. Say goodbye to tedious copy-pasting and help your team maintain their productivity while the system handles the rest. Gain instant visibility into your team's advancements, effortlessly keep stakeholders informed with automatic updates, and ensure alignment with overall business goals. Eliminate the need for expensive meetings and use AI to plan your next sprint, prioritize your backlog, and outline next year's roadmap with intuitive commands. Focus more on the reasoning behind your projects rather than the minutiae of execution. Automate your workflow planning, progress reporting, and roadmap creation seamlessly through natural language, allowing your team to work smarter, not harder. This innovative approach not only enhances efficiency but also fosters a more cohesive team dynamic.

Quickwork is used by enterprises to create simple and complex workflows. It also allows them to create and publish APIs that are secure, and to manage conversational interactions between employees, customers, and partners. This helps to provide an excellent user experience. Quickwork is an all-in one platform that provides the tools and services needed to build powerful and scalable integrations. It also offers serverless APIs and conversational experiences. Drag and drop applications to create powerful integrations. No need to write a line of code. You can choose from 1000s of apps for business, consumer, analytics, messaging and IoT. Quickwork's API Management allows you to convert any workflow into an REST API in a single click. Our serverless infrastructure allows you to scale your APIs elastically and securely. Create and manage real-time messaging and conversational workflows across multiple channels with human agents, IoT devices, and chatbots.

Markets change. Pivot your marketing plan faster. Uptempo allows you to plan, spend, and execute quickly. Uptempo's enterprise-level marketing operations suite allows teams to move at an unprecedented pace and change direction as market conditions dictate. Uptempo is the most trusted SaaS provider of scalable and effective marketing operations management solutions. Uptempo provides enterprise marketers with the visibility, control and agility they need to optimize their marketing operations. Uptempo simplifies the complexity of multi-national marketing campaigns, budgets, team workflows, and allows companies to collaborate across cultures, borders, and silos in order to maximize efficiency and increase value. Independent research firms recognize Uptempo's leadership in marketing operations. Uptempo is a combination of BrandMaker and Allocadia. It was created by a bold vision to help marketers lead with confidence and love what they do.

Dealpath is the industry’s most trusted cloud-based real estate investment management platform, providing real-time access to vetted, secure, up-to-date investment data to empower collaboration, strategic, and predictive decisions. Investment and development firms leverage Dealpath as their command center for smart pipeline tracking, powerful deal analytics and collaborative workflows—driving maximum performance from pipeline to portfolio management. Founded in 2014, Dealpath has supported over $10 trillion in transactions with leading institutions across the world. Trusted by six of the top ten institutional investors, Dealpath enables real estate deal teams across North America to source, manage, execute and report on deals from one investment command center.

Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, and intuitive modelling technology in a single, centralized platform, enabling users to produce and plan applications around the way their organization works. Kepion caters for businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. Kepion enables sales, finance, operations, marketing and HR departments to configure personalized planning apps designed specifically for how they work, with review planning and sales forecasting budgeting, plus workforce planning and project planning tools. Users can conduct 'what-if' scenarios, integrate Kepion with their source system for data to import automatically from their ERP, CRM or SCM system, and plan, monitor, and analyze by any facet or combination of facets of data on a single dashboard. Intuitive dashboards help users create and manage projects by giving quick access to key measurements for ongoing performance.

Go live in six weeks: Maximl's no-code platform enhances performance and safety for all stakeholders through enterprise-wide digitalization. Organize, receive, edit, and update work orders, monitor real-time quality performance, and provide intuitive analytics. Maximl offers the first full-stack collaboration platform for deskless workers in process industries. Their solution solves the problem of last-mile workflows across the use cases of maintenance, inspection, safety, and operations that can easily integrate with existing business systems to create a single source of truth and bridge the gap that often exists between the field and the office.

Fieldguide enhances assurance and advisory services by providing a comprehensive platform for workflow automation and collaboration. Say farewell to mundane tasks and boost your efficiency while minimizing mistakes through automation throughout the engagement lifecycle, encompassing everything from requests to reporting. Are you frustrated with information spread across various unconnected applications? Consolidate your entire engagement process within a unified, cloud-based platform. The landscape of technology has evolved significantly since the 1990s. Ensure you meet the seamless, collaborative experiences your clients demand. You can start utilizing Fieldguide for a single practice or implement it across your entire organization. Designed specifically for contemporary assurance and advisory firms, Fieldguide streamlines the complete engagement workflow digitally on a single, cloud-native platform. With a foundation built by former Big Four professionals and skilled technology experts, our platform has gained the trust of leading CPA firms, ensuring a reliable solution for modern business challenges. As the industry continues to change, adopting such innovative solutions becomes increasingly vital for success.

Lutra serves as an AI-powered agent designed for web research and is seamlessly integrated with widely-used applications like Airtable, HubSpot, Google Sheets, Gmail, and Outlook. This tool excels at coordinating tasks across various platforms, leveraging AI for effective data processing, and can be tailored to fit within your specific Enterprise framework. With SOC2 certification, it guarantees enhanced data security and dependability. Teams can streamline their prospecting, outreach, and marketing operations, significantly saving time while boosting overall productivity. Examples of its capabilities include: - Conducting extensive web research on numerous accounts and updating your CRM directly. - Pinpointing essential decision-makers after identifying a particular account. - Extracting detailed lists of information from various websites. - Analyzing and processing emails to gather data for tracking purposes, among other functionalities. This versatility empowers teams to focus on strategic initiatives rather than repetitive tasks.

The CAP Platform is a sophisticated, enterprise-level application platform that operates on a ‘no code/low code’ basis. It seamlessly integrates pre-built, configurable workflows with the option for customization, allowing for the development of tailored workflow applications. Users can select from three distinct product editions within the CAP Platform: CAP Procurement, CAP2AM, and CAP Workflow. CAP Procurement serves as an Adaptable Process Management Suite, designed specifically for procurement teams to enhance workflow efficiency and foster collaboration with suppliers and business partners, ultimately increasing compliance and control over spending. Meanwhile, CAP2AM functions as an Identity & Access Management Suite, aimed at IT, HR, and business executives to streamline employee onboarding and offboarding processes, thereby improving overall user experience, productivity, and compliance. Lastly, CAP Workflow offers a versatile application environment suitable for creating process management applications that can be adapted across various industries and departments. Together, these components make the CAP Platform a comprehensive solution for organizations seeking to optimize their operational workflows.