Workflow Automation Platform

A Workflow Automation Platform is a business-user-focused low-code integration-centric workflow automation software platform that enables the creation of automated multi-step workflow.

AKA: Workflow Management Platform, Service Orchestration and Automation Platform (SOAP), Digital Process Automation Platform.
Context:
- It can (typically) provide Workflow Automation Visual Designers with workflow automation drag-and-drop interfaces, workflow automation flowchart-style builders, workflow automation form-based configuration, and workflow automation pre-built templates enabling workflow automation citizen developers to create workflow automation no-code solutions.
- It can (typically) maintain Workflow Automation Integration Hubs featuring extensive connector libraries (ranging from dozens to 8,000+), workflow automation pre-built API integrations, workflow automation webhook support, and workflow automation database connectors that encapsulate workflow automation API complexity.
- It can (typically) orchestrate Workflow Automation Multi-Step Processes using internal Workflow Orchestration Systems to manage workflow automation sequential execution, workflow automation parallel branches, workflow automation conditional logic (if/then/else), and workflow automation loop iterations based on workflow automation business rules.
- It can (typically) initiate Workflow Automation Process Executions through diverse workflow automation trigger mechanisms including workflow automation event listeners (new email, record update), workflow automation webhook receivers, workflow automation time-based schedules, workflow automation form submissions, and workflow automation manual triggers.
- It can (typically) implement Workflow Automation Business-Level Error Handling through workflow automation automatic retrys with workflow automation exponential backoff, workflow automation alternative paths, workflow automation human-in-the-loop escalation, and workflow automation administrator alerts for workflow automation graceful failure.
- It can (typically) provide Workflow Automation Business Dashboards featuring workflow automation real-time monitoring, workflow automation execution history, workflow automation success/failure metrics, workflow automation bottleneck analysis, and workflow automation compliance audit trails for workflow automation business visibility.
- It can (typically) enforce Workflow Automation Enterprise Governance through workflow automation role-based access control, workflow automation approval workflows, workflow automation data encryption, workflow automation secure credential storage, and workflow automation change management for workflow automation regulatory compliance.
- It can (typically) utilize Workflow Orchestration Systems as workflow automation core execution engines for workflow automation process coordination.
- It can (typically) leverage internal Workflow Orchestration Systems (often built with Workflow Orchestration Frameworks) while adding workflow automation user-friendly layers, workflow automation business abstractions, and workflow automation integration ecosystems for workflow automation end-user accessibility.
- ...
- It can (often) incorporate Workflow Automation AI-Powered Enhancements including workflow automation intelligent document processing, workflow automation predictive next-step suggestions, workflow automation anomaly detection, and workflow automation automatic optimization recommendations (present in 40-50% of enterprise platforms).
- It can (often) enable Workflow Automation Agentic AI Integrations supporting workflow automation autonomous agent deployment, workflow automation goal-driven execution, workflow automation adaptive decision-making, and workflow automation self-healing workflows (emerging in platforms like Zapier, Smartsheet, Creatio).
- It can (often) scale Workflow Automation Processing Capacity through workflow automation horizontal scaling, workflow automation load balancing, workflow automation distributed processing, and workflow automation serverless architectures to handle millions of workflow automation executions daily.
- It can (often) provide Workflow Automation Advanced Analytics including process mining capabilities, workflow automation performance visualizations, workflow automation ROI calculations, and workflow automation predictive modeling.
- It can (often) be built using Workflow Orchestration Frameworks to provide orchestration capabilities.
- It can (often) incorporate both Workflow Orchestration Systems for execution and Workflow Orchestration Frameworks for extensibility in workflow automation enterprise deployments.
- ...
- It can range from being a Departmental Workflow Automation Platform to being a Global Enterprise Workflow Automation Platform, depending on its workflow automation organizational scale.
- It can range from being a Template-Driven Workflow Automation Platform to being a Fully-Customizable Workflow Automation Platform, depending on its workflow automation design flexibility.
- It can range from being a Synchronous Workflow Automation Platform to being an Event-Driven Workflow Automation Platform, depending on its workflow automation execution paradigm.
- It can range from being a Stateless Workflow Automation Platform to being a Stateful Workflow Automation Platform, depending on its workflow automation context management.
- It can range from being a Multi-Tenant Workflow Automation Platform to being a Single-Tenant Workflow Automation Platform, depending on its workflow automation isolation model.
- It can range from being a Rule-Based Workflow Automation Platform to being an AI-Adaptive Workflow Automation Platform, depending on its workflow automation intelligence model.
- It can range from being an Industry-Agnostic Workflow Automation Platform to being an Industry-Specific Workflow Automation Platform, depending on its workflow automation domain specialization.
- ...
- It can integrate with Customer Relationship Management Systems for workflow automation sales process automation and workflow automation customer journey orchestration.
- It can connect to Enterprise Resource Planning Systems for workflow automation supply chain automation and workflow automation financial process integration.
- It can interface with Human Capital Management Systems for workflow automation employee lifecycle automation and workflow automation HR process digitization.
- It can communicate with Internet of Things Platforms for workflow automation sensor-triggered automation and workflow automation device orchestration.
- It can synchronize with Business Intelligence Platforms for workflow automation data-driven automation and workflow automation analytical process integration.
- ...
Example(s):
- General-Purpose No-Code Workflow Automation Platforms (democratizing automation for all users), such as:
  - Zapier Workflow Automation Platform (2011) connecting 8,000+ workflow automation apps with workflow automation AI agents for workflow automation citizen developers by Zapier, Inc..
  - Make Workflow Automation Platform (formerly Integromat, 2012) featuring workflow automation visual scenario builder for workflow automation complex multi-branch flows by Celonis.
  - IFTTT Workflow Automation Platform (2010) providing workflow automation simple applets for workflow automation consumer automation by IFTTT, Inc..
  - Microsoft Power Automate Platform (2016) offering 1,000+ workflow automation connectors with workflow automation Microsoft 365 integration by Microsoft Corporation.
- Enterprise BPM Workflow Automation Platforms (comprehensive process management), such as:
  - Pega Platform (1983) combining workflow automation case management, workflow automation AI-powered decisioning, and workflow automation process optimization by Pegasystems Inc..
  - Appian Platform (1999) delivering workflow automation low-code BPM with workflow automation process mining and workflow automation RPA integration by Appian Corporation.
  - ServiceNow Flow Designer (2018) providing workflow automation IT service management with workflow automation enterprise integrations by ServiceNow, Inc..
  - Camunda Platform (2013) supporting workflow automation BPMN standards with workflow automation human workflows and workflow automation decision tables by Camunda Services GmbH.
- Integration-Focused iPaaS Platforms (IT-centric integration and automation), such as:
  - MuleSoft Anypoint Platform (2006) combining workflow automation ESB, workflow automation API management, and workflow automation integration flows by Salesforce.
  - Boomi Platform (2000) unifying workflow automation iPaaS, workflow automation API management, and workflow automation master data hub by Dell Technologies.
  - Workato Platform (2013) incorporating workflow automation recipe-based integrations with workflow automation ML-powered recommendations by Workato, Inc..
  - SnapLogic Platform (2006) merging workflow automation data integration, workflow automation application integration, and workflow automation API management by SnapLogic Inc..
- RPA-Centric Workflow Automation Platforms (UI automation focus), such as:
  - UiPath Platform (2005) orchestrating workflow automation attended bots and workflow automation unattended bots with AI capabilities by UiPath Inc..
  - Automation Anywhere Platform (2003) featuring workflow automation bot marketplace with workflow automation IQ Bot for workflow automation document processing by Automation Anywhere, Inc..
  - Blue Prism Platform (2001) providing workflow automation digital workforce with workflow automation control room by SS&C Blue Prism.
  - Microsoft Power Automate Desktop (2020) enabling workflow automation desktop recording with workflow automation Windows automation by Microsoft Corporation.
- Developer-First Workflow Automation Platforms (emphasizing code and customization), such as:
  - Apache Airflow Platform (2014) using workflow automation Python DAGs for workflow automation data engineering automation by Apache Software Foundation.
  - Temporal Workflow Automation Platform (2019) providing workflow automation durable execution guarantees by Temporal Technologies Inc..
  - Argo Workflows Platform (2017) enabling workflow automation Kubernetes-native workflows by Argo Project.
  - Prefect Workflow Automation Platform (2018) offering workflow automation negative engineering philosophy by Prefect Technologies, Inc..
- RPA-Centric Workflow Automation Platforms (focusing on UI automation), such as:
  - UiPath Workflow Automation Platform (2005) combining workflow automation attended bots and workflow automation unattended bots by UiPath Inc..
  - Automation Anywhere Platform (2003) featuring workflow automation bot store marketplace by Automation Anywhere, Inc..
  - Blue Prism Workflow Automation Platform (2001) providing workflow automation digital workers by SS&C Blue Prism.
  - Microsoft Power Automate Desktop (2020) enabling workflow automation desktop recording by Microsoft Corporation.
- AI-Native Workflow Automation Platforms (built around intelligence), such as:
  - Zapier AI Platform (2023) with workflow automation autonomous AI agents by Zapier, Inc..
  - Workato Workflow Automation Platform (2013) incorporating workflow automation machine learning recipes by Workato, Inc..
  - Tonkean Workflow Automation Platform (2015) using workflow automation adaptive process automation by Tonkean Inc..
  - Catalytic Workflow Automation Platform (2015) applying workflow automation AI-powered routing by Catalytic Inc..
- ...
Counter-Example(s):
- Basic Cron Schedulers, which execute time-based scripts without workflow automation visual designers, workflow automation multi-system integrations, or workflow automation business process coordination.
- Isolated Business Rule Engines like Drools, which evaluate business conditions without workflow automation multi-step orchestration, workflow automation integration connectors, or workflow automation process flow visualization.
- Point-to-Point ETL Tools, which move data between two systems without workflow automation conditional branching, workflow automation human task integration, or workflow automation broad connectivity.
- Single-Application Macros like Excel VBA, which automate within one application without cross-system capabilities or workflow automation external integrations.
- Manual Standard Operating Procedures, which document business processes without workflow automation execution engines, workflow automation automated triggers, or workflow automation system integrations.
- Workflow Orchestration Systems alone, which provide runtime execution without workflow automation visual designers, workflow automation pre-built connectors, or workflow automation business user interfaces.
- Workflow Orchestration Frameworks, which are developer libraries rather than workflow automation complete business solutions.
See: Workflow Orchestration System (internal execution engine), Workflow Orchestration Framework (underlying development tools), Business Process Management, Robotic Process Automation, Integration Platform as a Service, Agentic AI System, Event-Driven Architecture, Digital Transformation Platform, Hyperautomation, Intelligent Process Automation.

References

2025-01-11

Deep Research https://chatgpt.com/s/dr_68717f064af481918207991511be2138
- Question: Explore common features of Workflow Automation Platforms, support them with examples, include counter-examples like high-code frameworks, and identify scenarios where these platforms are most and least suited. Also analyze how they relate to platforms enabling agentic AI systems.
- Answer: Workflow automation platforms are software integration systems that orchestrate tasks, data, and decisions across multiple applications with minimal human intervention. They provide a centralized environment to design, execute, and monitor business processes, often through visual low-code tools.
  - Common Features:
    - Visual Workflow Designers: Most platforms offer a drag-and-drop interface for building workflows visually without coding. Users can arrange triggers, actions, and conditional branches in a flowchart-style builder. This intuitive design environment (exemplified by tools like Zapier and Microsoft Power Automate) empowers non-developers to create and modify workflows. IBM notes that today's workflow software usually provides "low-code, drag-and-drop features and adoption-friendly UIs" for easy workflow creation. Pre-built templates for common processes (e.g. approvals, onboarding) are often available to jump-start development.
    - Integration Hubs and Connectors: A hallmark of these platforms is the ability to connect with a wide range of external systems via pre-built connectors or APIs. Leading cloud-based tools boast extensive libraries of integrations – for example, Zapier connects with over 7,000 apps (including popular SaaS and 300+ AI tools) to pass data between them. Microsoft Power Automate similarly supports hundreds of connectors (1,000+ in recent counts) covering the Microsoft ecosystem and beyond. This integration capability means a workflow can update a CRM record, send an email, create a ticket in a helpdesk, and so on, all in one sequence. Webhooks and custom API connectors are commonly supported for services without native integrations.
    - Orchestration of Multi-Step Processes: Workflow platforms coordinate multi-step and multi-system processes that can include sequential steps and parallel branches. They typically have a workflow engine to manage execution flow, ensuring each step triggers the next and handling branching logic based on conditions (via an embedded rule engine). For example, a purchase order approval workflow might simultaneously request approvals from multiple managers (parallel tasks) and then proceed to order creation only after all approvals are received. Conditional logic (if/else branching) is built in, enabling different paths based on data values or business rules. This orchestration capability distinguishes workflow platforms from simpler one-step automation tools.
    - Automation Triggers and Scheduling: Workflows can be initiated by various triggers, such as receiving an event/webhook, a form submission, or a scheduled time. Time-based scheduling (cron-like triggers or recurring schedules) is usually provided via a scheduler component. Many platforms include trigger conditions like "if this, then that" rules, event listeners, or even manual start options. For example, Zapier allows workflows (Zaps) to run on a schedule or when a specific event (new row in a spreadsheet, incoming email, etc.) occurs. This flexibility ensures both time-driven and event-driven processes can be automated.
    - Error Handling and Resilience: A robust workflow platform provides ways to handle failures gracefully. Common features include automatic retry mechanisms for transient errors and defined fallback paths if a step fails. For instance, if an API call in the workflow times out, the engine may retry it a few times, and if it still fails, execute an alternative path (such as notifying an admin or using a backup system). Zapier, for example, offers error-handling and branching logic ("Paths") so that exceptions can be caught and handled within the workflow. These features ensure that the automation can recover or fail gracefully without silent data loss.
    - Notifications and Alerts: Workflow automation often includes notification services to alert users or administrators about important events. The platform may send emails, messages (e.g. Slack/Teams), or SMS when certain steps complete or if a process gets stuck. For example, a workflow can be configured to send an email confirmation when a process finishes, or an alert to an admin if a step fails or an approval is pending too long. Multi-channel notification support (email, chat, etc.) is common to ensure visibility into automated processes.
    - Monitoring, Logging, and Audit Trails: Since these platforms run critical business processes, they provide monitoring dashboards and execution logs for transparency. Users can typically track the status of workflows in real-time (seeing which step is in progress or where a bottleneck occurs). Detailed logs record each action taken, data passed, and any errors, forming an audit trail. This is important for compliance and troubleshooting – e.g., one can review who approved a request and when, or why a certain run failed. Many enterprise platforms also offer analytics on workflow performance (throughput, average completion time, etc.) to identify inefficiencies. Such tracking features provide the "visibility and control" that make automation valuable.
    - User Permissions and Governance: In organizational settings, workflow platforms include role-based access control and authentication services. This means you can define who can design workflows, who can trigger or interact with them, and who can view the data. For example, a finance approval workflow might only be editable by IT or process admins, and only managers can access the approval task screens. Version control is another aspect of governance – many enterprise-grade tools keep revision histories of workflows and allow rollback to prior versions. This ensures safe collaboration on workflow development and helps manage changes over time (a feature often seen in platforms like ServiceNow or Appian).
    - Scalability and Performance: Leading workflow automation platforms are built to handle high volumes of tasks by scaling out on cloud infrastructure. They often use distributed architectures or microservices to allow many workflows to run in parallel. For example, the engine might distribute tasks across worker nodes or use cloud functions for concurrency. This enables support for enterprise workloads without significant performance degradation. Many providers highlight their ability to "do more with less by deploying hands-off processing at scale". In practice, this means a well-designed workflow can handle thousands of transactions (e.g. processing forms, data syncs) per hour as the business grows, something much harder to achieve with manual labor or ad-hoc scripts.
  - Examples:
    - No-Code Automation Tools: Platforms like Zapier, Make (Integromat), Kissflow, and Nintex cater to business users with no coding required. For example, Zapier provides a visual editor to create "Zaps" and boasts integrations with over 7,000+ applications. Users can chain multiple app actions with conditional logic and even add AI steps (Zapier recently introduced AI features and "AI Agents" add-ons). Nintex offers a drag-and-drop process designer and focuses on document-centric flows (like generating and routing contracts for e-signature). These no-code platforms emphasize ease of use and quick deployment – Zapier and Make come with thousands of pre-built templates for common workflows, so a user can automate tasks like "if a lead comes in from Facebook Lead Ads, add it to my CRM and send a Slack alert" in minutes.
    - Enterprise Workflow and BPM Platforms: These are robust systems often used for complex, cross-department processes with heavy governance needs. Microsoft Power Automate (part of the Power Platform) is a prime example, deeply integrating with the Microsoft 365 ecosystem and offering hundreds of connectors (from SharePoint and Outlook to third-party services). It includes advanced features like an AI Builder for OCR and prediction, and RPA capabilities for legacy systems. ServiceNow Flow Designer, Pega Platform, and SAP Build Process Automation are other enterprise players; Pega notably infuses AI in its BPM suite to optimize business workflows (for instance, using machine learning to prioritize customer service cases). These platforms usually come with enterprise-grade security, auditing, and the ability to handle long-running transactions (even those spanning days or weeks, with human approvals in between). They are ideal for mission-critical processes like loan approvals, IT service management flows, or supply chain coordination.
    - Open-Source and Developer-Oriented Platforms: On the other end of the spectrum, there are workflow engines intended for developers or data engineers. Apache Airflow is a popular open-source tool for orchestrating data pipelines, where workflows are defined as Python code (DAGs) rather than via a GUI. It's highly extensible and code-centric – a "high-code" approach suited for engineering teams who need fine control and are comfortable writing scripts. Similarly, Temporal.io and Camunda are workflow engines that developers can embed into applications or use via code/APIs, offering features like durable execution and BPMN support. Jenkins and GitHub Actions serve the DevOps/CI-CD domain, letting developers automate software build/test/deploy pipelines (as workflows defined in YAML or code). These require programming knowledge but allow complex logic, custom extensions, and on-premise deployment – making them preferable when the automation must be deeply tailored or integrated into a software product.
    - RPA-Focused Platforms: Robotic Process Automation tools like UiPath, Automation Anywhere, and Blue Prism deserve mention as they overlap with workflow automation. RPA platforms specialize in automating user interface actions (mimicking clicks and keystrokes in other software) and often include workflow orchestration to coordinate these bot actions. For example, UiPath provides an orchestrator to manage fleets of bots and includes 300+ pre-built connectors for common applications. RPA is especially useful for automating legacy systems that don't have APIs – the "workflow" in this case might involve a bot retrieving data from a legacy CRM by GUI, then inputting it into a modern system. Many enterprise workflow platforms (like Power Automate, Pega, etc.) have incorporated RPA modules as well, blurring the lines. The key difference is RPA focuses on the task execution method (UI automation by bots), whereas classic workflow tools focus on process logic and integration. In practice, they often work together.
  - Counter-Examples and High-Code Alternatives:
    - Simple Task Schedulers: Basic cron jobs or scheduling utilities (like Windows Task Scheduler or a cron daemon) can automate running a script at intervals, but they "provide time-based execution without complex workflow coordination". In other words, they trigger tasks but don't offer branching logic, multi-system integrations, or monitoring dashboards. If your needs are truly just "run this script every night," a scheduler might suffice – but it's not a comprehensive workflow system.
    - Static Business Rule Engines: These allow defining and executing business rules (IF conditions leading to some action) in isolation. They evaluate decisions but typically lack "workflow orchestration capability". For example, a rule engine might determine eligibility for a loan based on input data, but by itself it won't route the application through a multi-step process. In a full workflow platform, a rule engine is one component (for decisions) among many; on its own, it's a smaller piece of the puzzle.
    - Standalone Integration Tools: Data integration or ETL tools (for instance, a simple point-to-point data sync tool) connect two systems but don't manage an entire workflow with multiple steps. For example, an integration might just move data from Salesforce to Mailchimp. Without the surrounding logic to handle events, exceptions, and user interventions, it's not a full workflow solution.
    - Manual Process Documentation or Project Management Software: Writing down a process in a document or tracking tasks in software like Trello/Asana is not automation – these methods describe or track workflows but do not execute them. Similarly, project management tools can assign tasks and deadlines, but they rely on humans to carry them out (no automated data transfer or rule-based progression).
    - Spreadsheet Macros and Email Filters: These are limited forms of automation confined to a single environment. A macro in Excel can automate calculations in that spreadsheet, and an email filter can automatically sort incoming emails, but these handle "single trigger-action pairs without multi-step workflow capability". They cannot orchestrate across multiple applications or conditional paths.
    - High-Code Custom Development: Before mature platforms existed, many businesses wrote custom scripts or programs to automate workflows. Even today, one alternative to using a platform is to build a bespoke automation solution with general-purpose programming. For example, a developer might write a Python script (or use an orchestration framework like Apache Airflow) to move data between APIs, apply business logic, and send notifications. This custom code approach can achieve similar outcomes but with much more effort in development and maintenance. High-code solutions trade user-friendliness for flexibility – they require programming expertise, but offer full control over features, data handling, and UI. As a result, some tech-savvy organizations build internal tools or use open-source engines in-house instead of buying a commercial platform.
  - When to Use a Platform vs. Build Custom:
    - When a Workflow Automation Platform is Most Suited: For the majority of routine business processes, using an off-the-shelf platform is advantageous. These platforms shine when you need to quickly implement and iterate on workflows that span multiple standard systems (CRM, email, databases, etc.) without writing code. They are ideal for repetitive, well-defined workflows – especially if those tasks are currently done manually and are time-consuming or error-prone. Examples include employee onboarding (creating accounts, sending welcome emails, provisioning equipment), invoice processing, approval workflows, data synchronization between SaaS apps, and so on. In such cases, the benefits of automation (speed, accuracy, freeing staff for higher-value work) clearly outweigh the setup costs. Platforms are also well-suited when business users or analysts need control – the intuitive interfaces let non-developers build and modify processes, which is great for organizational agility. Additionally, if you require features like audit trails and compliance, enterprise-grade platforms offer those out of the box. As IBM's overview suggests, companies looking to streamline and scale operations find these tools essential for staying agile and efficient.
    - When a Custom (High-Code) Solution Might Be Better: There are scenarios where building a custom workflow solution or using a developer framework is justified. One key factor is unique or highly complex requirements that standard platforms can't accommodate easily. If a company has very specialized processes or needs fine-grained control over how an automation works, a generic platform might be too limiting (or require so many workarounds that it loses its convenience). In the comparison by Quixy, custom-built software offers "full control over features, data handling, and UI" while off-the-shelf tools are "controlled by the vendor's roadmap". Thus, if you require a capability the platform doesn't support (and cannot integrate via API), a custom approach may be the only way.
      - Scale and performance considerations can also tilt towards custom build. Although many platforms claim to scale, an organization processing extremely high volumes might find a self-optimized solution more efficient or cost-effective at scale. Custom solutions can be architected specifically for the expected load and optimized in ways a general platform might not be. However, it's worth noting that top commercial platforms (especially self-hosted or enterprise versions) also handle large scale in many cases.
      - Another consideration is integration and ecosystem fit. If you operate in a tech environment with many homegrown systems or uncommon tools, an off-the-shelf platform's connectors might not cover everything. You might then spend a lot of effort building custom connectors to plug into the platform – at which point, building a tailored solution from scratch (or extending an open-source engine) could make sense. Custom integration code can interface with exactly the systems you need. Quixy's guide notes that custom solutions can be designed to integrate with "any system you use," whereas off-the-shelf is "limited to available integrations provided by the vendor".
      - Resource and cost trade-offs: Building your own workflow software requires significant upfront investment (developer time for design, development, testing) and ongoing maintenance. This only pays off if the workflows are core to your business's competitive advantage or if off-the-shelf licensing costs over time would far exceed build costs. Large enterprises with very specific needs (and IT resources to spare) might go this route. In contrast, buying a platform is usually faster to implement and starts delivering value sooner, albeit with subscription or licensing fees. The Quixy comparison table sums it up: custom development has higher upfront cost but might be cheaper long-term at large scale, whereas off-the-shelf has lower initial cost but can incur add-on expenses as needs grow. It also mentions that custom systems are "easily scalable" when built to spec, while off-the-shelf "may struggle with scalability or require workarounds" in unusual scenarios.
  - Relationship to Agentic AI Systems:
    - An interesting emerging trend is the convergence of workflow automation platforms with agentic AI systems. Agentic AI refers to AI that can act as an autonomous agent, meaning it can make decisions and take multi-step actions to achieve a goal, rather than just generating output from a single prompt. In other words, agentic AI systems specialize in "workflow automation and independent problem-solving". These AI agents can observe their environment, plan a series of steps, and execute those steps across different tools to accomplish a task – effectively functioning like a smart workflow that adapts and self-directs.
    - Workflow automation platforms are increasingly integrating AI capabilities and even offering features to deploy AI-driven agents. For example, Zapier recently introduced Zapier AI Agents, which let users create custom AI "teammates" that can utilize Zapier's 7000+ app integrations to perform work across apps autonomously. This means you could have an AI agent that, given a high-level goal (say, schedule a meeting with a client), will check calendars, send emails, update the CRM, etc., by chaining actions – essentially an AI-powered workflow. Another platform, Smartsheet, advertises "AI-driven agentic automation that can execute, monitor, and optimize workflows independently", highlighting how AI can supervise and adjust a running process without constant human triggers. Similarly, enterprise tools like Creatio have built-in AI components (predictive and generative AI, as well as what they call "Agentic AI" services) included in their platform. These can provide recommendations, automate decisions, or even carry out tasks on behalf of users.
    - The relationship works both ways: workflow platforms enable agentic AI, and agentic AI enhances workflow platforms. On one hand, an AI agent needs an execution environment – it requires connectivity to applications and the ability to perform actions like a human would. Workflow platforms provide exactly that: a wide integration network and orchestration engine. In essence, they are the playground in which AI agents can operate. Instead of an AI agent needing custom code to interface with each app, it can leverage the platform's connectors and simply decide which pre-defined action to run. This dramatically expands the practical usefulness of AI: a large language model might figure out a plan, but the workflow system carries out the plan step by step (e.g., actually moving data or clicking buttons via RPA). Salesforce, for instance, has discussed "agentic workflows" where AI agents use the workflow automation backbone to execute business processes autonomously.
    - On the other hand, adding AI to workflow automation makes the workflows smarter and more adaptive. Traditional automated workflows are rule-based – they do exactly what they were programmed to do, and handling new scenarios requires adding new rules. With AI, especially LLMs and machine learning, the platform can handle unstructured data and make heuristic decisions. For example, an AI-augmented workflow could read incoming emails (using NLP) to decide how to route a customer request, or use machine learning predictions to skip unnecessary steps (as in triaging low-risk cases fast). This is often termed intelligent automation or AI-driven automation. Gartner's concept of "Service Orchestration and Automation Platforms (SOAP)" reflects this evolution – these platforms orchestrate not just predefined workflows but also incorporate AI, RPA, and event-driven architectures to enable more autonomous operations.
    - In summary, workflow automation platforms are converging with agentic AI systems to form the next generation of automation solutions. The platforms supply the infrastructure (connectors, execution engine, security, monitoring), while agentic AI supplies adaptive decision-making and goal-driven behavior. A well-known description contrasts generative AI and agentic AI: "Generative AI's sweet spot is content creation, while agentic AI specializes in executing multistep tasks autonomously to achieve a goal". We can see how the latter directly maps onto workflow automation. Platforms that support agentic AI effectively allow organizations to deploy AI agents that continuously operate processes – for example, a finance agent that monitors transactions for fraud and initiates investigative workflows, or an IT support agent that takes helpdesk tickets and resolves common issues by itself via the workflow engine. This synergy extends the capabilities of automation from static sequences into more adaptive, AI-driven processes. As one Zapier announcement put it, their goal is to let users "add AI exactly where you need it — as a step in a workflow, an autonomous agent, or a customer chatbot — all in one unified orchestration platform".
    - Organizations exploring agentic AI should thus see workflow automation platforms as a critical piece of the puzzle – the backbone that turns AI decisions into real-world actions. Conversely, those already automating workflows should keep an eye on AI advancements, as integrating these can greatly increase what their automations can do (handling exceptions, learning and improving processes, and tackling tasks that once required human judgment). The future of workflow automation is undoubtedly intertwined with AI, moving from simply "if X then Y" rules toward smarter agents that can handle "Given goal X, figure out and do whatever Y is needed."
- Citations:

[1] https://www.gabormelli.com/RKB/workflow_automation_platform - Workflow Automation Platform - GM-RKB
[2] https://quixy.com/blog/what-is-workflow-automation-software/ - Workflow Automation Software 101: The Ultimate Guide for Smart Systems & Tools | Quixy
[3] https://monday.com/blog/project-management/workflow-automation-software/ - 10 Best Workflow Automation Software Tools for 2025
[4] https://www.ibm.com/blog/workflow-automation/ - What Is Workflow Automation? | IBM
[5] https://www.flowforma.com/blog/enterprise-workflow-automation - What is Enterprise Workflow Automation? An Ultimate Guide
[6] https://mastra.ai/docs/workflows-legacy/error-handling - Error Handling in Workflows (Legacy) | Mastra Docs
[7] https://www.reddit.com/r/ExperiencedDevs/comments/1la4cni/build_vs_buy/ - Build vs Buy : r/ExperiencedDevs - Reddit
[8] https://www.thomsonreuters.com/en/insights/articles/agentic-ai-vs-generative-ai-the-core-differences - Agentic AI vs. generative AI: The core differences | Thomson Reuters
[9] https://zapier.com/agents - Build AI teammates with Zapier Agents
[10] https://zapier.com/ai - Transform your operations with Zapier and AI
[11] https://www.creatio.com/glossary/workflow-automation - Workflow Automation: Definition, Benefits & How to Get Started | Creatio
[12] https://www.salesforce.com/agentforce/agentic-workflows/ - What Are Agentic Workflows? | Salesforce US
[13] https://www.ibm.com/solutions/workflow - Workflow Automation Software and Solutions | IBM

2020

https://processmaker.gitbook.io/processmaker/json-the-foundation-of-request-data/what-is-request-data
- QUOTE: ... While ProcessMaker is a low-code, intelligent BPM platform for enterprises, our goal is to deliver simplicity, but to allow complexity. ProcessMaker is easy to use, and allows you to design customized processes and end-user experiences without understanding what data is. However, understanding how Requests are represented in ProcessMaker takes your designing potential to the next level. ...
  ... Before discussing the foundation for Request data, let's understand what Request data is. Each Request can be unique even though it was started from the same Process. Each Process is designed to determine business decisions based on information in each Request. ...
  ... As each Request routes, ProcessMaker accumulates data that represents and contains the information entered into each Request. As data accumulates for each Request, this data affects how each Request routes through the Process. ...