10 SharePoint Automation Tools: Complete Guide

SharePoint often becomes the place where critical business processes such as purchase requests, compliance documents, onboarding forms, and internal approvals live.

The challenge is that the processes around those documents are still handled manually in many organizations, with teams relying on email threads or separate tracking sheets to keep work moving.

Automation tools designed for SharePoint address this problem by introducing structured workflows that move tasks forward automatically and keep a record of each action. Instead of relying on manual coordination, teams can route approvals, trigger notifications, and maintain visibility into process status directly within their existing Microsoft environment.

In this guide, we review ten of the most effective SharePoint automation tools currently in use. Our evaluation draws on vendor documentation, real-world G2 reviews, and operational use cases across industries such as finance, healthcare, manufacturing, and professional services.

Here’s a quick overview of the 10 SharePoint automation tools, along with their G2 Ratings (where available)

How We Compiled This List

To provide an objective view, we analyzed a combination of vendor documentation, product specifications, and real user reviews on G2. Each tool was assessed based on the following criteria:

• Ability to automate multi-step processes, approvals and recurring tasks within SharePoint
• Support for Microsoft 365 apps and third-party systems for seamless data exchange
• User interface, availability of drag-and-drop builders, no-code or low-code capabilities, and learning curve for non-technical users
• Built-in dashboards and real-time reporting for monitoring and compliance
• Support for team visibility and external stakeholders
• Quality of vendor support, training resources, and community feedback from G2

Instead of ranking these tools, this review highlights their strengths, weaknesses, and ideal use cases to help organizations choose the best solution for their SharePoint environment. Let us now look at each tool in detail:

1. Microsoft Power Automate

Best For: Organizations invested in the Microsoft 365 ecosystem

Microsoft Power Automate’s homepage

For organizations that operate primarily inside Microsoft 365, Power Automate offers a way to introduce automation without adopting an entirely separate platform.

Many organizations using SharePoint already rely on Microsoft tools for communication, document management, and internal collaboration. Power Automate extends this environment by adding workflow automation that connects these systems together.

Instead of managing approvals or updates manually, teams can configure flows that respond to changes in SharePoint libraries, lists, or other Microsoft applications.

Automation can also extend beyond Microsoft products through a large ecosystem of connectors. Workflows can pass data between SharePoint and external platforms such as CRM or finance systems, reducing the need for manual updates.

Power Automate’s Key Features

A broad library of prebuilt connectors links SharePoint with Microsoft services and many external platforms. Integrations with CRM systems, financial tools, or analytics platforms allow workflows to move information between systems automatically, reducing the need for manual data transfers.

AI Builder allows organizations to apply machine learning models to tasks such as document classification and form processing. Models can be configured for specific document formats so data captured from files or forms can feed directly into automated workflows.

You can utilize the ready-to-use workflow templates for notifications, data collection, etc. These templates reduce setup time and help standardize processes across departments.

Enables triggers and automated actions based on SharePoint events, such as document creation or list updates, reducing the need for manual oversight and ensuring timely task completion.

Built-in analytics track workflow performance and bottlenecks. Administrators can access logs to ensure processes run smoothly and make data-driven adjustments.

Microsoft Power Automate’s User Ratings on G2

Microsoft Power Automate’s Pros

• Deep integration with Microsoft apps simplifies adoption for existing users
• AI Builder enables automation of structured and unstructured data tasks

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• Extensive connectors allow cross-platform automation without custom coding
• Templates accelerate deployment for common business workflows

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Microsoft Power Automate’s Cons

• Pricing and licensing can be complex for smaller organizations
• Needs to be compined with Power Apps for end-to-end process automation

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2. FlowForma

Best For: Regulated industries on Microsoft / SharePoint looking for integrated workflow automation

 FlowForma homepage

For companies struggling with complex, multi-step processes, FlowForma provides a practical solution that puts control into the hands of business users.

You can quickly design workflows through a drag-and-drop interface without waiting on IT, while still maintaining compliance and visibility.

Additionally, our AI features help highlight potential workflow improvements and summarize progress for stakeholders. Integration with Microsoft 365 means all tools and teams stay connected, keeping processes transparent and efficient.

FlowForma’s Key Features

No-code workflow designer

Users can create multi-step workflows using a drag-and-drop interface, avoiding technical bottlenecks. It supports sequential and parallel task management, conditional routing, and automated notifications, helping teams deploy processes quickly while still retaining IT oversight.

AI-powered workflow creation

With our AI capabilities, you receive guidance while building workflows instead of starting from a blank canvas. Copilot helps you structure workflow logic by understanding natural language prompts.

We also offer AI-powered summarization, which allows you to generate clear summaries of workflows and process activity so stakeholders can understand what’s happening without reviewing every step.

Alongside this, our Agentic AI capabilities introduce AI agents that can analyze workflows and surface improvement opportunities.

Document generation

You can automatically produce reports, contracts, letters, and other business documents from workflow data. Our document generation feature reduces manual formatting, ensures consistent documentation, and integrates outputs directly with SharePoint libraries.

Compliance and audit trails

Every workflow action is recorded with timestamps and user details. It helps maintain regulatory compliance, simplifies audits, and allows administrators to monitor process adherence.

Microsoft 365 Integration

FlowForma connects natively with Teams, Outlook, and SharePoint, enabling automated communications and a single source of truth across the organization.

FlowForma G2 User Ratings

FlowForma’s Pros

• Intuitive interface allows non-technical users to design workflows quickly
• Pre-built templates save time for common business processes
• Seamless integration with Microsoft 365 increases adoption and efficiency

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• AI support streamlines the creation of complex processes and reduces human error
• Built-in analytics and reporting capabilities

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FlowForma’s Cons

• Advanced customizations may require IT assistance

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• Requires a SharePoint environment for full functionality

3. Nintex

Best For: Enterprises needing advanced workflow automation and process mapping

 Nintex homepage

Large organizations often manage processes that span multiple departments and systems. Coordinating these steps manually can create delays and reduce visibility into how work progresses. Nintex addresses this challenge by providing workflow automation combined with process mapping and document generation capabilities.

Teams can design workflows that reflect complex operational requirements while maintaining clear oversight of each step. The platform is commonly used in environments where processes follow defined rules and where IT teams are available to support implementation and governance.

Nintex’s Key Features

Nintex allows teams to configure workflows with detailed rules, conditional branching, escalation paths, and parallel tasks. Complex approval structures can be represented directly in the workflow design, helping organizations manage processes that involve multiple roles or departments.

Built-in RPA capabilities handle repetitive tasks that normally require manual system interaction. Activities such as copying data between applications or processing routine records can be executed automatically, reducing the likelihood of manual entry errors.

Workflow data can populate templates to produce documents such as contracts, internal forms, or compliance records. Generated files can be stored directly in SharePoint libraries or other connected repositories, helping maintain consistent documentation across processes.

Process mapping tools display workflows in visual diagrams that make complex procedures easier to understand. Operational dashboards provide visibility into workflow activity, allowing managers to review execution times and identify areas where processes may be slowing down.

Nintex User Ratings on G2

Nintex’s Pros

• Strong fit for organizations that manage structured processes with multiple approvals or system interactions
• Visual process mapping helps teams understand how workflows operate and where delays occur

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• Automation capabilities extend beyond simple task routing by supporting document generation and system-level tasks

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• Integration options allow workflows to operate across enterprise software environments

Nintex’s Cons

• Configuration often requires planning and technical oversight during implementation
• Pricing and deployment scope may be more suitable for larger organizations than for smaller teams

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4. Zapier

Best For: SMEs looking for cross-platform SharePoint integrations

Zapier Homepage

Designed as an integration-first automation platform, Zapier allows organizations to connect SharePoint with a large ecosystem of cloud applications.

The platform focuses on linking systems together so that events in one application can trigger actions in another without requiring custom development. Workflows—called “Zaps”—automate routine coordination between tools, helping teams keep information synchronized across systems.

Zapier’s Key Features

Zapier connects SharePoint with thousands of cloud applications across categories such as CRM, marketing automation, project management, and communication tools. Workflow triggers can automatically move data from SharePoint lists or libraries to other systems, reducing the need for manual transfers.

Workflows can include several actions that occur after a trigger event. A change in a SharePoint list, for example, can initiate notifications, update records in another application, or create tasks in a project management tool, allowing processes to span multiple platforms.

A visual interface allows users to configure workflows without programming knowledge. Teams can assemble triggers and actions through guided configuration, which makes it easier to experiment with automation and adjust processes as requirements change.

Workflow steps can generate alerts, messages, or task updates in connected applications. Activities in SharePoint can automatically notify relevant stakeholders via collaboration or messaging tools, keeping teams informed without manual follow-ups.

G2 Reviews for Zapier

Zapier’s Pros

• Flexible integration capabilities make it useful for organizations that rely on multiple cloud applications
• Setup process is accessible for business users without technical backgrounds

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• Quick deployment allows teams to automate routine tasks without long implementation cycles
• Well-documented platform with a large user community and support resources

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Zapier’s Cons

• Workflow depth may be limited for processes that require complex logic or detailed SharePoint customization
• Steep pricing, especially as usage grows

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Kissflow

Best For: Non-technical teams needing visual workflow management

Kissflow homepage

Kissflow simplifies workflow automation with a visual, user-friendly platform. It is designed for SMEs that want to create, monitor, and track workflows without IT involvement.

Kissflow focuses on intuitive process design, collaboration, and real-time reporting, making it well-suited for departments such as HR, finance, and operations that need easy visibility into processes.

Kissflow’s Key Features

With a drag-and-drop interface, you can map processes clearly, support approvals, handle parallel tasks, and use custom fields. Workflow creation becomes accessible to business users without technical knowledge.

Kissflow facilitates real-time comments, notifications, and task assignments. Teams can interact within workflows, reducing email chains and keeping all communication within the process context.

The tool supports lightweight scripting and simple logic adjustments. Users can configure forms, notifications, and rules to match their process needs without complex development.

Through dashboards and reporting, managers can have a complete overview of task status and overall process efficiency. They can quickly spot delays or inefficiencies and take corrective action.

You can connect Kissflow with other apps, including Microsoft 365, Slack, and cloud storage, allowing processes to interact with external tools while remaining easy to manage.

G2 Reviews for Kissflow

Kissflow’s Pros

• Intuitive visual interface for quick workflow creation by citizen developers

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• Good customer support and training resources
• Collaboration and commenting features improve team visibility
• Real-time reporting helps managers monitor processes effectively

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Kissflow’s Cons

• Not fit for advanced customization or scaling workflows

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6. Creatio

Best For: Mid-sized businesses needing CRM-focused automation

 Creatio’s homepage

Organizations that manage a large share of their workflows around customer relationships often choose Creatio. It combines low-code process automation with built-in CRM capabilities.

Sales, marketing, and service teams can design workflows that support customer interactions while automating internal tasks behind the scenes. The platform focuses on making process design accessible to business users while still allowing deeper customization when organizations need more complex workflows.

Creatio’s Key Features

Creatio connects customer relationship management with internal process automation. Workflows can coordinate sales activities, marketing campaigns, and service interactions while automatically updating records and triggering follow-up tasks.

A low-code environment allows teams to modify workflows and data structures with minimal programming. Business users can adjust processes to meet internal requirements, while technical teams retain oversight when deeper configuration is required.

The platform provides a graphical interface where teams can map workflows and customer journeys. Process steps and task assignments appear in a structured visual layout, helping users understand how work moves across departments.

Operational dashboards provide visibility into workflow performance and customer activity. Managers can review metrics such as pipeline progress or service workloads to identify delays and adjust processes accordingly.

Integration capabilities allow Creatio to connect with external systems, including financial platforms and collaboration software. Data can move between applications through APIs or prebuilt connectors, allowing workflows to operate across systems.

Creatio G2 User Ratings

Creatio’s Pros

• Combines process automation with CRM functionality
• Low-code environment makes it adaptable for diverse business needs

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• Easy-to-navigate interface supports adoption across departments

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• Strong reporting and analytics support operational insights
• Native API and connectors simplify system integration

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Creatio’s Cons

• Primarily focused on CRM-related workflows, limiting broader automation
• Some advanced automation features require technical setup

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7. Bamboo Solutions

Best For: Teams needing project management automation within SharePoint

Bamboo Solutions’ Homepage

Designed as an add-on for SharePoint, Bamboo Solutions extends the platform with tools focused on project coordination and task management.

Teams that already manage documents and collaboration through SharePoint can use these extensions to organize project workflows, assign responsibilities, and track progress without moving to a separate project management system.

The platform is commonly used by organizations running multiple initiatives at once, where maintaining visibility over deadlines and responsibilities becomes important for keeping projects on schedule.

Bamboo Solutions’ Key Features

With preconfigured workflow templates, you can set up structured project processes inside SharePoint. Templates provide a starting framework for planning stages, approvals, and milestone tracking, allowing project teams to begin working with minimal configuration.

Task management capabilities allow managers to assign work and monitor completion directly within SharePoint lists. Status updates remain visible to the team, helping maintain accountability among project participants.

Project dashboards present an overview of upcoming deadlines and milestone completion. Managers can review project activity through visual summaries, which help identify delays or resource gaps before they affect delivery timelines.

Project communication can take place through SharePoint alerts, shared documents, and discussion threads connected to workflow activity. Keeping these updates within the same environment reduces the need for external tracking tools.

What are users saying about Bamboo Solutions?

At the time of writing, Bamboo Solutions does not have a significant presence on major review aggregators such as G2 or Capterra. This is a common occurrence for niche SharePoint extensions, which are often distributed through the Microsoft ecosystem and adopted within existing enterprise environments.

Bamboo Solutions’ Pros

Analyzed through vendor documentation and use cases

• Enhances SharePoint with project-specific automation features
• Improves visibility across multiple projects and teams
• Simplifies task assignment and progress tracking
• Integrates seamlessly with existing SharePoint sites

Bamboo Solutions’ Cons

Analyzed through vendor documentation and use cases

• Advanced customization may require technical expertise
• Some features are limited compared to full project management platforms

8. Boomi

Best For: SMEs needing enterprise system integration with SharePoint

Boomi Homepage

Designed as an integration platform, Boomi helps organizations connect SharePoint with other operational systems that store business data, such as finance and HR.

Many companies manage documents in SharePoint while running core applications in separate platforms. Boomi acts as the layer that links these systems, so information can move automatically between them.

Instead of requiring manual updates across applications, integrations allow events in one system to trigger actions elsewhere.

Boomi’s Key Features

Boomi provides an integration framework that connects SharePoint with external business applications. Support for both cloud and on-premise environments allows organizations to synchronize information across systems without building custom integrations.

Automation capabilities allow processes to run across connected systems. When data changes in SharePoint, workflows can trigger updates in other applications or initiate downstream actions across related platforms.

A library of connectors helps teams integrate SharePoint with commonly used business tools. These preconfigured connections reduce development effort and make it easier to establish integrations without writing extensive custom code.

Administrative dashboards provide visibility into integration activity. Execution logs allow IT teams to review transactions, identify failures, and maintain reliable system communication.

Data moving between platforms can be formatted and validated automatically during integration. These capabilities help ensure records remain consistent when information flows between SharePoint and connected systems.

G2 Reviews for Boomi

Boomi’s Pros

• Strong integration across multiple enterprise systems with pre-built connectors to simplify deployment
• Cloud-native design supports scalability and flexibility

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• Provides detailed monitoring and process insights
• Low-code interface makes it easy for business users to design workflows and reduces manual data
  handling

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Boomi’s Cons

• Higher cost can be a barrier for small teams

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9. SharePoint Designer

Best For: Organizations maintaining legacy SharePoint workflows

SharePoint Designer Homepage

SharePoint Designer is a legacy Microsoft tool historically used to build custom workflows directly within SharePoint sites. Although Microsoft has shifted automation toward newer platforms, many organizations still maintain workflows originally created with SharePoint Designer.

In environments where older SharePoint implementations remain active, the tool is sometimes used to manage or modify those existing processes rather than to create new automation.

SharePoint Designer’s Key Features

SharePoint Designer allows users to configure rule-based workflows tied to SharePoint lists or document libraries. Actions such as approvals, status updates, or notifications can trigger automatically when specific conditions are met.

A workflow editor displays the logic of each process step by step. While the interface reflects older SharePoint design standards, it still allows users to map how tasks progress through different stages.

Workflows can operate directly within SharePoint lists and libraries. Document updates, metadata changes, and approval actions can trigger workflow steps tied to those records.

The tool sends emails or alerts when tasks require attention, reducing the need for constant manual follow-up. Teams can stay informed about approvals or document changes without checking SharePoint continuously.

Reviews for SharePoint Designer

Since SharePoint Designer is a legacy Microsoft tool that has been discontinued, it does not currently have an active standalone rating on platforms such as G2.

SharePoint Designer’s Pros

(analyzed through vendor documentation)

• Reliable for creating simple workflows within SharePoint
• Familiar to teams already using SharePoint extensively
• Supports basic task automation and notifications

SharePoint Designer’s Cons

(analyzed through vendor documentation)

• Outdated interface and functionality
• No longer actively developed by Microsoft
• Limited support and documentation from Microsoft

10. Make

Best For: SMEs looking for a visual workflow builder with multi-app connectivity

Make’s homepage

Make is a visual automation platform that allows businesses to design workflows connecting SharePoint with a wide range of apps. Its intuitive interface and conditional logic make it ideal for automating repetitive processes without deep technical knowledge.

Make’s Key Features

You can create workflows through a visual interface where each automation step appears as a connected module. Users can map how information moves between systems while seeing the full workflow structure in one place.

Make allows SharePoint to interact with a wide range of external applications. Changes to SharePoint data can trigger actions in other tools, enabling information to flow between systems without manual updates.

Filtering and branching capabilities allow workflows to respond to specific data conditions. Automation steps can change depending on values stored in SharePoint records or updates occurring in connected applications.

Operational dashboards display workflow activity as it runs. Users can review execution history and receive alerts when a process fails, which helps teams identify and correct issues quickly.

Automation scenarios can begin as simple workflows and expand into larger processes as requirements grow. Additional steps or integrations can be added without rebuilding the workflow structure.

Make’s User Ratings on G2

Make’s Pros

• Visual workflow design makes automation easier to understand and maintain
• Integration support allows SharePoint workflows to interact with many external tools

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• Flexible automation logic helps teams adapt workflows to changing operational needs
• Pricing structure can work well for smaller teams starting with automation

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Make’s Cons

• Workflow complexity may be limited compared with enterprise automation platforms
• Higher usage levels may require upgrading to paid plans with expanded capacity

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Key Factors to Consider When Choosing a SharePoint Automation Tool

Choosing a SharePoint automation platform can influence how smoothly internal processes run and how easily teams manage document-driven work. Beyond pricing and feature lists, it helps to look at how well a tool fits existing workflows and operational needs.

Customization and workflow flexibility

Different departments often follow their own approval paths and process rules. A suitable automation tool should allow workflows to be adjusted without extensive development work. Visual workflow builders and configurable logic help teams modify processes when requirements change.

Integration with existing systems

Automation becomes more valuable when workflows can interact with other business applications. Many businesses need SharePoint processes to exchange information with systems that manage operational data. Integration capabilities determine whether workflows remain limited to SharePoint or operate across connected platforms.

Security and governance capabilities

Automated workflows often involve internal records or sensitive business documents. Access permissions, activity logs, and governance controls help maintain oversight of how workflows run and who interacts with critical information.

Tools with built-in compliance and governance capabilities are quite important here, as they ensure adherence to regulatory requirements, such as GDPR, HIPAA, or DORA.

Daily users often include employees who are not technical specialists. A clear interface and straightforward workflow configuration help teams adopt automation more quickly and reduce dependence on IT teams for routine process updates.

At FlowForma, we offer no-code automation but understand the importance of IT supervision. While citizen-developers can design workflows with ease, we ensure any anxieties about governance are mitigated through IT oversight.

Reliable documentation and responsive support can make a significant difference during implementation and troubleshooting. Teams often evaluate the availability of training materials, support channels, and user community feedback before selecting a platform.

How FlowForma Supports SharePoint Workflow Automation

FlowForma provides a no-code platform designed to help businesses build and manage workflows within Microsoft 365 and SharePoint environments.

We focus on enabling business teams to create and modify workflows without relying heavily on technical resources while still maintaining visibility and control over process execution.

• No-code workflow builder: We offer a visual workflow builder that lets users design processes using a drag-and-drop interface.
• Pre-built process templates: We provide templates for common business processes such as approvals or document handling. These templates help teams set up workflows more quickly and adjust them to match internal requirements.
• Reporting and process visibility: FlowForma includes reporting tools that show workflow status and highlight delays or stalled steps. The visibility helps teams track how processes move through different stages.
• Scalable deployment model: With a process-based pricing structure, we support companies that wish to expand their usage as teams grow.
• AI-assisted workflow support: Our AI capabilities can assist with process design and improvements. These features aim to help teams review workflow activity and identify opportunities for refinement.

Ready to give FlowForma a try? Book your demo today.