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.
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:
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:
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 |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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:
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.
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.
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 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:
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:
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.