Workflow Automation

Workflow automation resource hub

Automate your business workflows with templates, best practices, and examples to help you build.

Loved by 1 million+ teams around the globe

App templates

Legal Case Management template
Legal Case Management
Keep legal case data, resources, clients, and billing in one secure spot.
Project Management app template
Project Management
Manage projects, tasks, and files to keep your team aligned.
Employee Onboarding template
Employee Onboarding
Give new hires one place to view and track their onboarding tasks and find resources.
Release Planning
This free template from Softr helps you build a custom release planning app, fast, no coding required.
Employee Availability Form template
Employee Availability Form
Gather employee availability preferences, time-off requests, and shift availabilities.
Purchase Request Form template
Purchase Request Form
Simplify your procurement process with this easy-to-use purchase request form, enabling streamlined requests and approvals.

Blog posts

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17 tools to extract data from websites

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How To Manage monday.com Permissions For Effective Team Management

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5 best CRM software for workflow automation

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Looking to boost productivity & sales? Top 7 software real estate agents use

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How to automate employee onboarding: 6 easy steps

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7 best customer communication management software solutions for 2026

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How to automate your CRM workflow: Benefits, use cases & best practices

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Unlock your team’s potential in 2026: top collaboration tools for small businesses

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