SharePoint has become an indispensable tool for organizations worldwide. It is known for its ability to centralize data, streamline communication, and facilitate seamless collaboration. Whether it’s managing documents, coordinating projects, or creating a unified workspace for teams, SharePoint helps businesses to stay productive and connected.
However, as companies grow, so do their operational complexities. That’s where SharePoint automation tools step in, transforming how businesses operate by automating tasks, streamlining workflows, and driving productivity like never before.
In this article, we’ll explore the top 10 SharePoint automation tools that are leading the way.
What Are SharePoint Automation Tools and How Can They Be Used?
Think of SharePoint automation tools as your team members within SharePoint—they take care of repetitive tasks, help you manage workflows, and keep everyone on the same page. They’re designed to make work smoother, faster, and more organized.
What makes these tools special is their simplicity. Many come with drag-and-drop interfaces, no-code capabilities, and easy integrations with apps like Microsoft Teams or third-party platforms. You don’t need to be an IT expert to use them, which is a huge win for busy teams that want to focus on business process automation rather than complex coding
Here’s what you can do with SharePoint automation tools:
- Document approvals: Automate the approval process for contracts, proposals, and more
- Task assignments: Assign tasks to the right people and send instant notifications
- Data reporting: Collect and analyze data to get actionable insights
When it comes to manual processes, especially in industries like finance or banking, things could get too slow and error-prone. Automation can change that.
Similarly, a team onboarding new employees could use an automation tool to handle everything—from assigning training modules to setting reminders for managers. No emails, no spreadsheets - just streamlined workflows and productive teams.
Benefits of SharePoint Workflow Automation
Here are a few key benefits of using automation tools in SharePoint environments:
- Saves time: Workflows run themselves, so your team can focus on bigger priorities
- Boosts collaboration: Everyone knows what’s happening, and when it’s happening
- Improves user experience: Automation makes SharePoint easier and more enjoyable
- Reduces errors: Automation minimizes human errors, improving accuracy in repetitive tasks such as data management and document handling
- Enhances compliance: Automated workflows ensure that processes follow predefined rules, helping businesses meet regulatory requirements with ease
- Increases transparency: With built-in tracking and reporting features, automation provides clear visibility into who’s doing what, when, and why
Top 10 SharePoint Automation Tools for 2025
Here are the tools that are making waves this year:
Tool |
Key Features |
Best for |
G2 Rating |
FlowForma |
No-code platform, AI-driven workflows |
Enterprises, SMEs |
|
Nintex |
Workflow automation, risk analytics |
Enterprises |
|
Power Automate |
Deep integration with Microsoft 365, extensive connectors |
Microsoft Ecosystem Users |
|
Zapier |
Connects SharePoint to other apps, supports thousands of app integrations |
SMEs |
|
Kissflow |
Intuitive workflows, strong integrations |
SMEs |
|
Creatio |
Unified platform, CRM integration |
Mid-sized businesses |
|
SharePoint Designer |
Customizable workflows for SharePoint, tailored business process management |
Sharepoint Users |
N/A |
Bamboo Solutions |
Project management automation within SharePoint |
SMEs, Enterprises |
N/A |
Boomi |
Integration with ERP/CRM, cloud-native platform for seamless data exchange |
SMEs |
|
Make.com |
Visual workflow creation, extensive app integrations, drag-and-drop interface |
SMEs |
1. FlowForma
A glimpse at Flowforma’s home page
FlowForma shines with its no-code platform that empowers users to design and deploy workflows without requiring technical expertise. With its easy-to-understand drag-and-drop design and seamless integration with Microsoft 365, FlowForma enables organizations to create powerful workflows from the get-go.
One standout feature of FlowForma is its use of generative AI. FlowForma’s AI Copilot and AI summarization feature can help you to build even the most complex workflows at lightning speeds without any compromise on the accuracy and precision.
FlowForma’s Pros
- No-code platform for easy workflow creation
- Seamless integration with Microsoft 365
- Cost-effective and quick to implement
- Build processes in minutes with FlowForma Copilot
- Strong compliance and reporting tools
FlowForma’s Cons
- Advanced customization may need technical expertise
2. Nintex
A glimpse at Nintex’s home page
Nintex offers SharePoint automation workflow capabilities and a range of tools for process mapping, document generation, and workflow automation. Nintex’s features, such as robotic process automation, help businesses optimize complex processes efficiently.
Nintex’s Pros
- Easy integrations with multiple tools through built-in connectors
- Versioning control for better audits and change rollback
- Great customizability for versatile use
Nintex’s Cons
- Subscriptions aimed at enterprise clients, which might be at a higher price point for many
- The steeper learning curve for beginners
- Outdated documentation for support and troubleshooting
3. Power Automate
A glimpse at Power Automate’s home page
Microsoft’s Power Automate is a native app that integrates in the Microsoft ecosystem. It allows users to create automated workflows across Microsoft 365 apps like Outlook, Teams, and SharePoint. With its AI Builder and a library of connectors, Power Automate simplifies advanced tasks.
Power Automate’s Pros
- Seamless integration with other Microsoft products
- Easier connectivity with numerous data sources through a library
Power Automate’s Cons
- Pricing is not suitable for smaller organizations
- Not a complete workflow automation platform
- C
4. Zapier
A glimpse at Zapier’s home page
Zapier connects SharePoint with other apps for task automation, which makes it a versatile tool for task automation. It offers an easy-to-use interface and supports thousands of app integrations, enabling businesses to streamline operations and eliminate manual efforts. Whether for small tasks or larger workflows, Zapier’s flexibility ensures smooth cross-platform automation.
Zapier’s Pros
- Easy-to-use interface
- Supports thousands of app integrations
Zapier’s Cons
- Limited capabilities for complex workflows
- Dependency on third-party apps can create inefficiencies
5. Kissflow
Kissflow’s homepage
Kissflow targets non-technical users looking for a simple workflow management solution. It simplifies the creation and tracking of workflows while providing tools for collaboration and real-time reporting.
Kissflow’s Pros
- User-friendly interface with visual aids to simplify processes
- Round-the-clock customer service
- Supports Javascript for basic customizations
Kissflow’s Cons
- Difficult to export data for analytics
- Privacy concerns as data within flows are shared with everyone by default
6. Creatio
Creatio Homepage
Creatio offers CRM and operational process automation with advanced low-code options. Its platform combines sales, marketing, and service automation seamlessly. With its intuitive interface and focus on customer engagement, Creatio helps organizations drive efficiency and deliver better customer experiences.
Creatio’s Pros
- Native APIs and Dashboards for advanced analytics
- Easy to navigate interface and adequate training materials to help beginners
- Advanced customizations to help with many use cases
Creatio’s Cons
- Heavily geared towards CRM use cases
- Limited functionality for broader automation
7. SharePoint Designer
Download page for SharePoint Designer
Though an older tool, SharePoint Designer is a reliable option for creating custom workflows within SharePoint. It’s useful for tailoring workflows to specific business needs, especially for organizations already deeply embedded in the SharePoint ecosystem. While its capabilities are somewhat dated, it’s still a valuable tool for basic customization tasks.
SharePoint Designer’s Pros
- Fairly easy to use and understand
- Consistent branding and CSS styling for improved UX
SharePoint Designer’s Cons
- Outdated interface and functionality
- Limited support and updates
8. Bamboo Solutions
Offerings for Sharepoint automation by Bamboo Solutions
Bamboo Solutions is known for its project management automation within SharePoint. It offers tools to enhance collaboration, streamline project workflows, and improve task tracking. By integrating seamlessly with SharePoint, Bamboo Solutions simplifies complex project management processes for teams.
Bamboo Solutions’ Pros
- Efficient support and sales team for quick response and resolution
Bamboo Solutions’ Cons
- Requires technical expertise and coding knowledge for setup
- Outdated systems and processes
9. Boomi
Boomi’s homepage
Boomi integrates SharePoint with other business systems like ERP or CRM. Its cloud-native platform ensures smooth data exchange across platforms, making it ideal for organizations looking to unify their operations. Boomi’s focus on integration and process automation ensures seamless connectivity and efficiency.
Boomi’s Pros
- Excellent integration capabilities
- Cloud-native for seamless data exchange
Boomi’s Cons
- Focuses more on integration than workflow automation
- Higher cost for smaller businesses
10. Make.com
Make.com homepage
Make.com is a visual platform for creating and managing automated workflows. Its drag-and-drop interface allows users to map out processes and connect apps effortlessly. With multiple integrations and customization abilities, Make.com helps businesses streamline workflows without needing advanced technical skills.
Make.com’s Pros
- Cost-effective for small businesses
- Reliable tool with little to no downtime
Make.com’s Cons
- Limited functionality for highly complex workflows
- May require upgrades for larger operations
3 Key Factors to Consider When Choosing a Sharepoint Automation Tool
Picking the right SharePoint automation tool can be a game-changer for your business, but with so many options out there, it can feel overwhelming. To make the decision easier, focus on these three key factors:
1. Customization: Can it handle your organization’s needs?
Every organization has different requirements and your workflows will have their challenges. The best SharePoint automation tools let you customize workflows to fit your exact needs, whether it’s a simple task approval or a multi-step process involving multiple teams.
Look for tools that offer flexibility, such as drag-and-drop interfaces and no-code or low-code options. This way, even non-technical users can create workflows tailored to your specific requirements—without relying on IT support.
2. Scalability: Will it grow with your business?
Your needs today might not be the same as your needs a year from now, especially if your business is expanding. A good SharePoint automation tool should grow with you, allowing you to handle more users, processes, and integrations as your operations scale.
Also, think of how well the tool integrates with other systems you’re using, like Microsoft 365, ERP, or CRM platforms. Seamless integration ensures that your workflows remain smooth and efficient, even as your business evolves.
3. Security: Does it protect your data?
When automating workflows, you’re often dealing with sensitive data. That’s why security is non-negotiable. Make sure that the SharePoint automation tool you choose has great data protection features, complies with industry standards, and provides clear controls for managing permissions.
Look for tools that offer encryption, audit trails, and secure access options to give you peace of mind while keeping your data safe and compliant with regulations.
FlowForma: The Right SharePoint Automation Tool For Your Business
FlowForma is an all-in-one solution that simplifies SharePoint workflow automation and empowers businesses to streamline workflows without the need for IT support or technical expertise.
Here’s why FlowForma stands out:
- No-code simplicity: Build workflows using an intuitive drag-and-drop interface, making it accessible to everyone, even non-technical users.
- Pre-built templates: Get started right away with ready-to-use templates for common processes, saving time and effort.
- Real-time reporting: Monitor progress, identify bottlenecks, and gain actionable insights with analytics that keep your workflows running smoothly.
- Seamless integration: FlowForma integrates seamlessly with Microsoft 365 and other business apps, ensuring it grows with your organization.
- Easy scalability: FlowForma follows a pay-per-user pricing model. This facilitates easy scalability for businesses looking to expand in the near future.
FlowForma doesn’t just make SharePoint automation easy—it transforms how your team works. By eliminating IT bottlenecks, it allows teams to take ownership of their workflows and deliver tangible results like 75% reduction in task reminder emails, 75% increase in processing speeds, and a lot more.
Discover how FlowForma is helping businesses achieve tomorrow’s strategic goals today.
What sets FlowForma apart is its integration of AI Copilot feature, which take automation to the next level by:
- Optimizing repetitive tasks automatically
- Providing proactive suggestions to improve workflows
- Enabling smarter, more intuitive processes to keep businesses future-ready.
This means users not only benefit from ease of use but also get advanced AI-driven capabilities to enhance productivity and decision-making.
Ready to give FlowForma a try? Visit FlowForma to book your demo or get started with a free trial today.