Project planning, task tracking and time logging.
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Productivity & Collaboration · Project management software
A lot of project management time gets spent on repetitive steps: assigning the next task once one is done, notifying a reviewer, or moving a card once approval comes through. Project workflow automation software handles these handoffs automatically, based on rules set once, so the team spends time on the actual work instead of managing the process around it.
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The payoff is fewer dropped handoffs between team members and faster turnaround on approvals, since the system nudges the next person the moment they're needed rather than waiting for someone to notice manually.
It is project management combined with rule-based automation: when a task is marked complete, the next step triggers automatically, whether that's assigning a new task, sending a notification, or updating a status. Some tools include this natively in the project platform, while others connect a project tool to a separate automation platform for more complex rules.
Check how much automation is included in your plan tier versus requiring a separate automation add-on, since costs can rise quickly with complex rule sets. Ask whether automation can integrate with tools your team already uses for communication and approvals, since disconnected automation adds friction rather than removing it. Confirm how easy it is for a non-technical team lead to build or adjust a workflow without needing developer help.
Ask the vendor to build one of your actual repetitive workflows live, such as a task handoff or approval chain, rather than showing a generic example. Check how automation behaves when a rule conflicts with a manual change, since edge cases matter more than the happy path. Confirm limits on the number of automations or triggers at your plan level, and ask how errors in automation are surfaced so nothing fails silently.
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It automates repetitive steps in a project, like assigning the next task or notifying a reviewer once a step is done, so teams spend less time managing handoffs manually.
Many project management tools include basic automation natively, while more complex, cross-tool automation often needs a separate automation platform connected to the project tool.
Most modern tools use simple if-this-then-that rule builders that don't require coding, though very complex conditional workflows may need more setup time or help.
No, it removes repetitive manual steps like task handoffs and reminders, freeing project managers to focus on decisions and problem-solving rather than status chasing.
It's often included in mid or higher tiers of project management software, or priced separately if using a standalone automation platform connected to your project tool.
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