How to choose the best workflow automation software
Every day, you and your team spends countless hours on repetitive tasks that could be automated—approving invoices, routing customer inquiries, updating spreadsheets, and sending follow-up emails.
With workflow automation software, you can set up workflows that manage all your repetitive tasks and free you to focus on what’s actually important to you.
But not all automation tools are created equal. Some are simple and easy to use, while others are powerful but complex. Some work great for small teams, others are built for large enterprises.
Choosing the wrong tool means wasted time and money. Choosing the right one can transform how your business operates.
Here are a few steps you can take when deciding if an automation platform is right for you.
1. Assess your automation needs
Start by identifying the processes you want to automate. Look for areas where your workflows could be more efficient, such as manual data entry, slow response times, or repetitive tasks. Think about your ideal setup:
- Could your CRM automatically update with new customer info?
- Would it help if your team could build their own workflows without relying on IT? viaSocket can automate these tasks, making your life easier.
2. Check integrations with your tech stack
List the apps and tools you're currently using. Verify that the automation platform can integrate with them. viaSocket connects with over 1,500 apps, ensuring you won’t run into compatibility issues. Plus, if you add a new tool in the future, viaSocket can handle that, too—thanks to its vast integration options.
3. Evaluate workflow complexity
Consider how complex your workflows are.
- Are you just passing data between apps?
- Or do you need advanced features like multi-step workflows, webhooks, or conditional logic? viaSocket is designed for both simple and complex workflows. It gives you the flexibility to create custom automations without code, whether you're linking two apps or setting up multi-step, dynamic workflows.
4. Think about scalability
You don’t want to outgrow your automation platform.
- Will the platform support your business as it grows?
- Can you upgrade or scale without facing steep costs? viaSocket offers scalable automation, so whether you’re automating one workflow or running hundreds, it adapts to your business. It grows with you, and there’s no need to migrate to another platform down the road.
5. Prioritize must-have features
What features will make your workflows run smoothly?
- Ease of Use: Look for a platform that's easy for your team to use. viaSocket's drag-and-drop interface ensures that even non-technical users can create their own automations.
- AI Capabilities: Automation with AI can take your workflows to the next level. viaSocket integrates AI-driven tools, helping you automate smarter.
- Built-in Tools: viaSocket includes essential features like Scraping/Crawling, human intervention, and JS Code at no extra cost, saving you time and money.
6. Review security and compliance
Security should be non-negotiable, especially when automating workflows that handle sensitive data. viaSocket complies with key data protection standards and ensures that your information is safe. It also offers features like Single Sign-On (SSO) and advanced permissions to keep control in your hands.
7. Start testing
Most platforms offer a free trial, and viaSocket is no exception. Test it out by creating simple workflows first, then move on to more complex ones. This will help you gauge if the platform meets your needs. If viaSocket works for your current and future needs, it’s time to implement it fully across your organization.
Start automating today
If you're ready to start trying out automation platforms, you can contact our team or sign up for viaSocket right now.
