5 Best No Code Process Automation Tools

Workflow automation tools are changing how businesses get work done– adding accuracy and efficiency to the mix. No code process automation enables teams, regardless of their technical acumen, to be able to utilize process automation software to the maximum without any coding. 

We’re going to look at what no code automation tools can do, as well as review some of our favorite no-code platforms.

Coming Up

What is No-Code Automation?

What is No Code vs Low Code?

What are the Benefits of No Code Process Automation?

What are Types of No Code Automation?

What are the Best No Code Process Automation Platforms?

How to Choose a No Code Process Automation Tool?

Final Words

What is No-Code Automation?

No-code automation refers to software solutions that can automate processes and tasks, but specifically those that do not require coding to set up and implement. 

Rather than having to code line-by-line how to automate a process, no-code automation platforms provide a user-friendly interface in which non-technical users can build out workflows visually. 

With drag-and-drop features, integrations, forms, and the like, process automation becomes second nature for anyone using such platforms. 

For example, with SolveXia, a finance automation platform, any professional is able to start automating key finance functions immediately to save time, money, and reduce errors. You can automate processes like: reconciliation, rebate management, regulatory reporting, and more. 

What is No Code vs Low Code?

No code versus low code automation are close in theory, but look different in practice. No code automation platforms require zero coding abilities to function. The platform provides a graphical interface to design workflows visually, rather than through code and programming. 

On the other hand, low-code platforms may offer many of the same features as no code solutions do, but they have an extra layer of customization that is achieved through coding. 

What are the Benefits of No Code Process Automation?

There are seemingly endless benefits of using no code process automation for businesses of all types, but especially those that deal with data-heavy, time-consuming, error-prone, and critical tasks. 

No code process automation opens the door for:

1. Enhanced Productivity

Many business processes take more time than one would hope; however, they are necessary, so there’s no ignoring getting them done. 

That being said, no code process automation expedites the execution time of your most simple or complex processes. In turn, your team can focus on high-level tasks while the automation software manages the rest. 

2. Agility 

Businesses exist in changing environments, so it’s important that they can adapt their processes and make updates on the fly to their workflows to improve upon them. With no code process automation, changing a process’ flow is as simple as dragging-and-dropping new functions on the screen. 

3. Easy Adoption

No code automation doesn’t require a dedicated IT team or coding abilities to reap the advantages. As such, anyone can get set up and started on the spot.  

4. Cost Savings 

The cost of maintaining legacy systems and building out proprietary solutions on-premise can be exorbitant. Instead, no-code finance solutions like SolveXia offer a cost-effective approach for automation. 

What are Types of No Code Automation?

No code? No problem, right? But, the platform still needs to be told what you want it to do. There are different ways you can do so with no code automation, including: 

1. Text-based

Users automate processes using text for trigger events and desired actions. 

2. Prompt-based

Prompt-based solutions rely on text inputs that they then process to understand and execute. For example, Siri is a prompt-based solution. 

3. Visual-based 

Visual automation solutions provide an interface for you to design and build out your desired actions, such as workflows that are based on arrows, color coding, or different blocks of action items. SolveXia is an example of a visual, no-code platform. 

What are the Best No Code Process Automation Platforms?

There are so many no code process automation platforms, but each one tends to be best for different use cases. 

Let’s take a look at five of our favorite no code process automation software that’s worthwhile to look into:

1. SolveXia - Best for Finance

SolveXia is a low-code platform that can be used to automate spreadsheet-driven data preparation and process automation. 

SolveXia can be implemented relatively quickly so that finance teams can start to take advantage of its features rapidly. Teams can expect to complete processes 100x faster with 90% fewer mistakes. 

Additionally, once up and running theres no need for any further IT involvement, meaning anyone can setup, customize, and run processes and customized reports. 

For finance teams specifically, SolveXia is a game-changer as it unifies data across systems and spreadsheets, manipulates data as needed, performs calculations and transaction matching. It can also generate customized reports and dashboards for providing real time insights to the business and more informed decision-making. 

SolveXia helps to automate finance functions like: reconciliation, expense analytics, rebate management, regulatory reporting, and APRA reporting. 

Boasting a drag-and-drop interface, SolveXia is easy-to-use and ready to help you get more done with total accuracy. Request a demo to learn more. 

2. Zapier - Best for Integrations

If you’re looking to integrate various tools together, Zapier is the answer. Zapiers automated workflows, called Zaps, allow users to build out workflows for multi-step processes. 

The no-code tool allows anyone to design complicated workflows across applications. Additionally, users can schedule workflows and get data from various services using what is called Webhooks. 

3. Outfunnel - Best for Marketing and Sales

Outfunnel is a workflow automation platform designed for sales and marketing teams. It integrates with your CRM and syncs customer data so that you can automate sales follow-ups and email campaigns, for example. 

You can also use Outfunnel to gain valuable data, such as track visitors on your website to see what leads do. Outfunnel integrates with a variety of apps and platforms, such as HubSpot, Salesforce, Calendly, Klaviyo, Facebook, and more. 

4. Zendesk- Best for Customer Relationship Management (CRM) 

Zendesk is an omni-channel platform that is dedicated to improve customer relationship management through its abilities to help manage emails, customer queries, and live chats, to name a few functions. 

Zendesk offers a solution designed for service and for sales. It can be utilized by startups, small and medium sized businesses, and enterprises. 

5. Monday.com- Best for Project Management

Hate Mondays? Monday.com’s moniker is trying to change that sentiment. It’s a work management platform that enables teams to collaborate more smoothly on tasks, track progress, and communicate. 

Monday.com can integrate with solutions like Gmail, HubSpot, Mailchimp, among others. Users can build custom workflows, streamline approvals, and take advantage of additional automation capabilities to expedite day-to-day activities. 

How to Choose a No Code Process Automation Tool?

Choosing the right no code tools for your organization will depend on a few key variables and considerations that’s up to you to keep in mind. 

Here’s what you should remember when performing research:

1. Ease of Use

One of the most important aspects of any technology is how easy it is to use for your team. This is especially true when dealing with no code platforms because the goal is to make them accessible for the greatest number of people. The best tools are intuitive and simple to learn and use. 

2. Functionality 

Along with the usability, the functionality is key as it will determine what the tool is capable of doing and adding to your business. Keep in mind your business goals and your purpose for implementing process automation. 

By doing so, you can narrow down the tools that will provide the most ROI. To exemplify, do you want a solution that solely focuses on one aspect of business, like bookkeeping? 

Or, do you want a powerful finance automation platform that can combine, cleanse, and connect data to apply advanced analytics for business insights like SolveXia? 

3. Pricing 

Budget is always going to enter the picture, but the good thing to know about software-as-a-solution options is that they tend to be cost effective, especially when compared with on-premise alternatives. 

Plus, there’s no need for a dedicated IT team to set them up, so you’ll be saving big there. 

4. Interoperability 

Also critical is the solution's ability to work alongside your existing technologies, including legacy systems. A platform like SolveXia offers integration capabilities with APIs and works with legacy systems, so that you can rest assured in knowing all your data is connected. 

Final Words

Coding shouldn’t constrain companies from being able to automate their processes. With no code process automation, you no longer have to be concerned with your employees’  coding abilities or the availability of IT teams to expedite processes and improve your organization's productivity. 

Luckily, no code solutions exist to assist every department across industries. So, there’s surely software to help with your goals. 

If you’re looking to reduce errors, improve your bottom line, minimize costs, and optimize your finance functions, a finance automation tool like SolveXia provides all you need and more. Enhance productivity, save time, reduce mistakes, gain data-driven insights, etc. 

Request a demo to see how SolveXia works in action.