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

AI agent workflows enriching CRM and prospect data in Softr
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How to enrich your CRM and prospect data with AI

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5 best Zapier alternatives in 2026 (free & paid)

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n8n vs Zapier: Which is a better choice in 2026?

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Make vs Zapier: Which automation platform is better in 2026?

AI agents automating tasks inside a CRM built with Softr
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How to build AI agents and automation for your CRM

AI workflow enriching an inbound demo request with company data in Softr
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How to enrich inbound demo requests with AI workflows

Softr Workflows launch promo graphic showing the visual automation builder
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Softr Workflows are here (+ Softr is now full stack!)

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