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Top No-Code Tools to Automate Your Approval Process – ReadWrite

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Top No-Code Tools to Automate Your Approval Process - ReadWrite


If your business hasn’t automated its approval process, you’re probably losing valuable staff time to repetitive tasks. Approving timesheets, time-off requests, purchase orders, work orders, and more involves processes with many steps. In fact, just the act of sending emails to verify approvals can eat into your staff’s time.

Creating apps that automate your approval process no longer requires a web developer, thanks to the array of no-code tools available. These tools feature easy editors with drag-and-drop functionality that allow anyone to create an app and a workflow that automates the approval process. 

Available at various price points, any one of these apps could streamline approvals and pay off in many other ways for your business.

The Best No-Code Tools that Automate Your Approval Process

No-code tools that can automate your approval process run the gamut from user-friendly options for small businesses to more comprehensive platforms suitable for large enterprises. Whether you’re looking to create one app or want to design dozens that can handle every facet of your business, these no-code tools can help.

JotForm Approvals

JotForm Approvals streamlines the approval process without the need to do any coding. The drag-and-drop interface makes it easy to set up a workflow that includes approvers, conditional branches, and automated emails.

With the JotForm Form Builder, you can easily build an online form to quickly collect submissions. Those submissions might be timesheets, work order requests, inventory purchase requests, or any other type of request that requires approval.

Once someone completes the approval form, the submission triggers the approval workflow you created. JotForm Approvals makes it easy to track and manage the process, and the automated tasks prevent staff from spending time sorting requests, following up on missing information, and so on.

You can set up your approval process to send automated emails to approvers when they receive a new task. And as tasks are approved, form respondents will receive an automated email notification. 

Approvers don’t have to manually draft and send emails, so they can stay focused on the work of approving requests, rather than all of the repetitive work that goes along with approval.

All approval requests are saved in a central location, further saving approvers time. Information gathered through forms populates a database in JotForm Tables that supervisors and approvers can access for a broad-picture view. 

The database makes monitoring the entire process simple, and supervisors can potentially spot problems and holdups early on in the process.

The JotForm Mobile Forms app, which is available for free on iOS or Android, enables approvers to manage both forms and approval flow from their phones.

JotForm Approvals is free.

Checkbox

Checkbox features a convenient drag-and-drop design that makes for easy and fast workflow automation. This app enables you to create parallel workflows, including reminders, scheduled tasks, and approvals, to keep your business running smoothly and efficiently.

Checkbox’s predetermined logic options make for streamlined processes that are accurate and appropriate. Including calculations, digital spreadsheets, if-then logic, and decision-tree logic in your workflows help to avoid holdups and reduces the demand for staff to make decisions and sort requests manually.

This no-code platform is comprehensive. Not only does it handle workflow creation and approvals, but Checkbox also features a calculation engine capable of creating complex rules and logic. 

The dashboard and analytics help you identify what’s working and how to improve your business, while integrations with other tools make Checkbox a seamless addition to your existing business technology and systems.

The template gallery is loaded with templates to save you time and make the automation process faster. You can easily customize templates for common approval situations, like performance reviews, document execution approvals, and expense approvals.  

Checkbox offers a 14-day free trial, so you can experience it for yourself at no risk.

Decisions

Decisions is designed for fast implementation, so you can automate all of your business systems. Its rules-driven automation can pivot with the changing business environment, so you can establish systems that will adapt to shifting regulations, demands, and more.

This no-code platform includes powerful and comprehensive features, so you can rely on it for all of your automation needs. There’s no need to worry about integrating other tools or dealing with compatibility issues.

The Decisions visual designer is user-friendly, relying on graphics so that anyone — with or without coding or IT background — can automate processes. The Workflow Engine boasts more than 3,000 pre-built steps, making it easy to create workflows and processes that automate everything from work orders to vacation requests.

The drag-and-drop interface makes building custom reports simple, so you can access the specific information you need for a project, investor, or meeting. With such easy access to trends and business metrics, this platform can help you address processes that aren’t working and improve those that are.

Decisions goes beyond your typical automation platform with detailed reporting and built-in testing and debugging capabilities. Whether you’re just getting started with automation or are working with complex configurations, these testing options can help to head off trouble before you put a process into place. 

You can even create permanent rule and workflow unit tests that automatically run with any rule changes. This ensures that your processes perform the way you want them to and allows you to spot errors early on before they become costly mistakes.

With its extensive functionality, Decisions stands to save businesses significant time. It’s well-suited for large-scale enterprises looking to automate their approval processes and systems across their operations. 

Pricing starts at $4,839 per month for a single server with unlimited users. Enterprise pricing details are available upon request.

Rindle

Rindle, a no-code automation platform, allows you to build processes that enhance your business and your team. Trusted by top brands like the YMCA and AudienceView, Rindle features an easy-to-use dashboard and versatile capabilities.

With Rindle, you can create rules that will guide each step of your workflow, including your approval processes. The rules are customizable, so you can implement the steps and requirements that make sense for your business.

You don’t have to be a coding expert to work with Rindle. It comes equipped with more than 20 no-code triggers, the ability to use “and” and “or” logic for conditions, and more than 30 no-code actions. This simplifies the process of building your workflow and rules.

The Rindle dashboard resembles a card system like Asana or Trello but with more sophisticated capabilities. While you can still assign tasks and deadlines, the automation you set up can also create subtasks and take over some of the work.

You can use Rindle to create rule-driven workflows for your approval process. Whether you’re sorting emails based on the responses provided or need to ensure that requests requiring multiple approvals get in front of the right people, this platform can simplify the process and make for faster, more accurate results.

The Rindle Professional plan costs $9 per user, per month, while the Business plan costs $20 per user, per month. All plans include a 14-day trial.

Quickbase

Quickbase allows you to automate business processes without requiring any coding. The drag-and-drop visual builder is very user-friendly, and it helps you visualize how an app will function.

With Quickbase, you can upload data from a spreadsheet or by copying and pasting, to create a database. You can then build an app with that data.

When it comes to automating your approval process, Quickbase’s task management is highly customizable. Automated notifications, reports, and approvals can improve efficiency and keep your business operating smoothly, while reducing the time staff spend on standard tasks. 

Quickbase offers a library of templates that can help you set up automated processes, so you don’t have to create a custom app.

The platform also integrates with various popular services, including Box, Gmail, Google Drive, Salesforce, Zendesk, and more.

Quickbase offers a 30-day free trial, and there’s no credit card required to sign up for the trial. Pricing is customized; contact the company for more info.

Flowfinity

With the Flowfinity platform, you can create custom apps for enterprise-grade solutions. Top businesses, including Ford, Campbell’s, Pepperidge Farm, and more, trust  Flowfinity.

The visual interface is simple, so it’s not overwhelming, but it’s also highly versatile. You can publish apps instantly, and they’ll be automatically installed to save you time. Dashboards allow for data visualizations so you can monitor your business and app performance.

Flowfinity’s point-and-click editor simplifies the process of building an app. The apps are automatically published for users, who might be in the field or in the office. 

The apps centralize your data, no matter where your users are located, and integrate it with your backend systems. From there, you can create reports, custom PDFs, export the data as a CSV file, or visualize and analyze it right in your dashboard.

Creating an app with Flowfinity helps to facilitate information flow while eliminating manual processes. You can use these apps to automate your business processes, including streamlining the approval process. The result is enhanced productivity and accuracy, as well as time-saving benefits for your staff and business as a whole.

In addition to automating approval processes, you could potentially use these apps to automate many other processes. Features like skip logic, barcode scanning, personalized emails, and the ability to create custom workflows mean there are potentially endless ways to apply these apps in your day-to-day operations.

Flowfinity offers a 14-day free trial and doesn’t require any credit card information to sign up for the trial. Pricing details aren’t available online.

Kintone

The Kintone platform simplifies the process of building the custom apps your business needs. This no-code platform doesn’t require any IT or third-party developer assistance, saving you time and money.

Kintone offers a library of more than 1,000 new apps that can serve as a starting point. The apps are all free and customizable, so you don’t have to build an app from scratch. 

You can create apps to automate your business approval processes, make for easier inventory management and ordering, facilitate time-off request approvals, and so much more.

As you build, you can also explore the wide selection of available extensions, including very popular programs like Dropbox, Evernote, Eventbrite, Gmail, HubSpot, and more. These extensions can increase your app’s functionality, ensuring it works with the other programs you’re already using for seamless integration with your business.

While Kintone makes the process of building apps easier, it also serves as a central dashboard so you can conveniently access all of your data.

Its in-database collaboration option allows you to easily search, read, and join conversations, which helps keep all of your team members on track and up to date. Teams can communicate through threads, in-record comments, user profile walls, and private messages, ensuring those conversations are stored and available when needed.

Accessible on an internet browser, Kintone is also available as an iOS and Android mobile app, so you can always stay connected.

A professional Kintone subscription starts at $24 per month, per user, with a minimum of five users. Discounted nonprofit and education and government subscriptions are also available.

Kintone offers a free trial that doesn’t require a credit card for signup.

Open as App

With Open as App, you can use your existing data to create an app. This platform pulls data from Excel, Google Sheets, or a database, all without any coding needed.

Once you’ve created your apps, it’s easy to manage them through the centralized dashboard. The dashboard gives you control over rights, security, and access settings. Your app will be visible only to you, and you can decide when and if you’re ready to share it with others.

With Open as App, you can automate your business processes, including approvals. It’s possible to automate time tracking sheets, quote follow-ups, approval notifications, sales system updates, and more. The apps themselves, can include automation like push notifications and automated emails, making them extraordinarily efficient.

Open as App helps you design four different types of apps:

  • List apps convert your data into apps that are easy to access both online and offline. Users can update reports and databases, filter data according to specific criteria, and update the data.
  • Dashboard apps make it easy to access your Excel or Google Sheets dashboards right from your phone. Charts update automatically, and you can customize colors and chart types.
  • Calculation apps make it simple and intuitive to use complicated spreadsheets. Formulas from your spreadsheets are automatically added to an app, so other team members can use the formulas and logic.
  • Survey apps make gathering survey information easier and more efficient. With this app, users can quickly fill out survey information on their phones, increasing the response rates.

While you can build a custom app from scratch, Open as App also offers a wide assortment of apps online. They can serve as an inspiration and are available publicly, so you can see what’s possible with Open as App and what type of app might work best for your business.

Open as App offers a free plan that allows you to create one app and share it with one user. The Business plan, which allows you to create 10 apps and share them with five users, costs $106 per month. A custom Enterprise plan is also available.

Choosing the Right No-Code Tools for Your Business

With so many no-code tools available, whether you’re running a small startup or a larger enterprise, you can find a tool that has the functionality and capacity you need. 

Choosing the right tool for your business.

When choosing the best app, you’ll start by outlining the processes that you want to automate and the other potential uses for apps within your business. Many of these tools can help you create apps for all sorts of purposes, so write up a list of potential apps and look for a tool that can help you create those apps.

Many of these tools feature pricing that depends on the number of seats or the number of users.

It’s helpful to review the roles that each employee in your company will play, whether that’s developing an app or using an app. Having this information can help you assess both pricing and value as you consider these different tools.

Automation gives you accuracy, productivity and costs savings.

Keep in mind, too, that automating the approval process (and other business processes) pays off in enhanced accuracy, productivity, and cost savings. While you might invest in a no-code tool to develop the apps you need, remember that it’s really an investment in your business’s success and efficiency. 

Image Credit: cottonbro; pexels; thank you!

John Boitnott

CEO, Boitnott Consulting LLC

A journalist and digital consultant, John Boitnott has worked at TV, print, radio and Internet companies for 25 years. He’s an advisor at StartupGrind and has written for BusinessInsider, Fortune, NBC, Fast Company, Inc., Entrepreneur and Venturebeat. You can see his latest work on his blog,
jboitnott.com

Politics

Fintech Kennek raises $12.5M seed round to digitize lending

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Google eyed for $2 billion Anthropic deal after major Amazon play


London-based fintech startup Kennek has raised $12.5 million in seed funding to expand its lending operating system.

According to an Oct. 10 tech.eu report, the round was led by HV Capital and included participation from Dutch Founders Fund, AlbionVC, FFVC, Plug & Play Ventures, and Syndicate One. Kennek offers software-as-a-service tools to help non-bank lenders streamline their operations using open banking, open finance, and payments.

The platform aims to automate time-consuming manual tasks and consolidate fragmented data to simplify lending. Xavier De Pauw, founder of Kennek said:

“Until kennek, lenders had to devote countless hours to menial operational tasks and deal with jumbled and hard-coded data – which makes every other part of lending a headache. As former lenders ourselves, we lived and breathed these frustrations, and built kennek to make them a thing of the past.”

The company said the latest funding round was oversubscribed and closed quickly despite the challenging fundraising environment. The new capital will be used to expand Kennek’s engineering team and strengthen its market position in the UK while exploring expansion into other European markets. Barbod Namini, Partner at lead investor HV Capital, commented on the investment:

“Kennek has developed an ambitious and genuinely unique proposition which we think can be the foundation of the entire alternative lending space. […] It is a complicated market and a solution that brings together all information and stakeholders onto a single platform is highly compelling for both lenders & the ecosystem as a whole.”

The fintech lending space has grown rapidly in recent years, but many lenders still rely on legacy systems and manual processes that limit efficiency and scalability. Kennek aims to leverage open banking and data integration to provide lenders with a more streamlined, automated lending experience.

The seed funding will allow the London-based startup to continue developing its platform and expanding its team to meet demand from non-bank lenders looking to digitize operations. Kennek’s focus on the UK and Europe also comes amid rising adoption of open banking and open finance in the regions.

Featured Image Credit: Photo from Kennek.io; Thank you!

Radek Zielinski

Radek Zielinski is an experienced technology and financial journalist with a passion for cybersecurity and futurology.

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Politics

Fortune 500’s race for generative AI breakthroughs

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Deanna Ritchie


As excitement around generative AI grows, Fortune 500 companies, including Goldman Sachs, are carefully examining the possible applications of this technology. A recent survey of U.S. executives indicated that 60% believe generative AI will substantially impact their businesses in the long term. However, they anticipate a one to two-year timeframe before implementing their initial solutions. This optimism stems from the potential of generative AI to revolutionize various aspects of businesses, from enhancing customer experiences to optimizing internal processes. In the short term, companies will likely focus on pilot projects and experimentation, gradually integrating generative AI into their operations as they witness its positive influence on efficiency and profitability.

Goldman Sachs’ Cautious Approach to Implementing Generative AI

In a recent interview, Goldman Sachs CIO Marco Argenti revealed that the firm has not yet implemented any generative AI use cases. Instead, the company focuses on experimentation and setting high standards before adopting the technology. Argenti recognized the desire for outcomes in areas like developer and operational efficiency but emphasized ensuring precision before putting experimental AI use cases into production.

According to Argenti, striking the right balance between driving innovation and maintaining accuracy is crucial for successfully integrating generative AI within the firm. Goldman Sachs intends to continue exploring this emerging technology’s potential benefits and applications while diligently assessing risks to ensure it meets the company’s stringent quality standards.

One possible application for Goldman Sachs is in software development, where the company has observed a 20-40% productivity increase during its trials. The goal is for 1,000 developers to utilize generative AI tools by year’s end. However, Argenti emphasized that a well-defined expectation of return on investment is necessary before fully integrating generative AI into production.

To achieve this, the company plans to implement a systematic and strategic approach to adopting generative AI, ensuring that it complements and enhances the skills of its developers. Additionally, Goldman Sachs intends to evaluate the long-term impact of generative AI on their software development processes and the overall quality of the applications being developed.

Goldman Sachs’ approach to AI implementation goes beyond merely executing models. The firm has created a platform encompassing technical, legal, and compliance assessments to filter out improper content and keep track of all interactions. This comprehensive system ensures seamless integration of artificial intelligence in operations while adhering to regulatory standards and maintaining client confidentiality. Moreover, the platform continuously improves and adapts its algorithms, allowing Goldman Sachs to stay at the forefront of technology and offer its clients the most efficient and secure services.

Featured Image Credit: Photo by Google DeepMind; Pexels; Thank you!

Deanna Ritchie

Managing Editor at ReadWrite

Deanna is the Managing Editor at ReadWrite. Previously she worked as the Editor in Chief for Startup Grind and has over 20+ years of experience in content management and content development.

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Politics

UK seizes web3 opportunity simplifying crypto regulations

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Deanna Ritchie


As Web3 companies increasingly consider leaving the United States due to regulatory ambiguity, the United Kingdom must simplify its cryptocurrency regulations to attract these businesses. The conservative think tank Policy Exchange recently released a report detailing ten suggestions for improving Web3 regulation in the country. Among the recommendations are reducing liability for token holders in decentralized autonomous organizations (DAOs) and encouraging the Financial Conduct Authority (FCA) to adopt alternative Know Your Customer (KYC) methodologies, such as digital identities and blockchain analytics tools. These suggestions aim to position the UK as a hub for Web3 innovation and attract blockchain-based businesses looking for a more conducive regulatory environment.

Streamlining Cryptocurrency Regulations for Innovation

To make it easier for emerging Web3 companies to navigate existing legal frameworks and contribute to the UK’s digital economy growth, the government must streamline cryptocurrency regulations and adopt forward-looking approaches. By making the regulatory landscape clear and straightforward, the UK can create an environment that fosters innovation, growth, and competitiveness in the global fintech industry.

The Policy Exchange report also recommends not weakening self-hosted wallets or treating proof-of-stake (PoS) services as financial services. This approach aims to protect the fundamental principles of decentralization and user autonomy while strongly emphasizing security and regulatory compliance. By doing so, the UK can nurture an environment that encourages innovation and the continued growth of blockchain technology.

Despite recent strict measures by UK authorities, such as His Majesty’s Treasury and the FCA, toward the digital assets sector, the proposed changes in the Policy Exchange report strive to make the UK a more attractive location for Web3 enterprises. By adopting these suggestions, the UK can demonstrate its commitment to fostering innovation in the rapidly evolving blockchain and cryptocurrency industries while ensuring a robust and transparent regulatory environment.

The ongoing uncertainty surrounding cryptocurrency regulations in various countries has prompted Web3 companies to explore alternative jurisdictions with more precise legal frameworks. As the United States grapples with regulatory ambiguity, the United Kingdom can position itself as a hub for Web3 innovation by simplifying and streamlining its cryptocurrency regulations.

Featured Image Credit: Photo by Jonathan Borba; Pexels; Thank you!

Deanna Ritchie

Managing Editor at ReadWrite

Deanna is the Managing Editor at ReadWrite. Previously she worked as the Editor in Chief for Startup Grind and has over 20+ years of experience in content management and content development.

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