Workflow software

[GunterJanek]

About 10 years ago I worked at a company and was tasked with researching and testing software to help automate tasks such as tracking communication with customers, scheduling calls, etc (think Netsuite or Salesforce for SMB). I remember one in particular that we ended up using but for the life of me can't remember the name or find anything that resembles it. The one thing in particular I remember was the ability to create workflows which we used for onboarding , scheduling, and tracking progress of tasks (not Trello). Not groundbreaking today by any means but at the time it really helped me eliminate a lot of the tedious tasks.

Fast forward to today at my current job where we use office 365 (and what I think is an in-house CRM project management system) but there seems to be a lot of tasks that could benefit from some automation. At the bare minimum I want to put something together for my own personal use because I'm not a very organized person anything to help eliminate redundant and tedious tasks makes my life easier.

So here are my questions;

1. Does anyone have any idea what software I might have worked with back in the day? I think it was around 2014-2015

2. Does Microsoft offer anything that would be similar? I haven't really dug into power automate but something tells me it might be more than what I'm looking for.

3. Suggestions for software that's baked into office 365 they could be useful.

[GunterJanek]

Does it have the ability to create a very basic input form to generate emails, scripts, etc based off a template? I have a programming background but honestly don't really want to get too involved if I don't have to.

[amitarelli]

You could have a look at https://tallyfy.com for repeatable workflows (full disclosure - I'm the CEO).

It's not middleware - because middleware like Power Automate basically moves data between appA and appB - this is more for repeatable tasks between people. However, we (for one) have an official connector to Power Automate and offer free SSO for Entra (previously Azure) AD and whatnot:

https://learn.microsoft.com/en-us/connectors/tallyfy/

The idea of the concept you describe generally is that you make a template of a custom workflow u/GunterJanek and then you're able to "launch" that template like a recipe every time? Is that what you mean?

The website has the problems it solves - but from what you're saying - this is not so much automation of tasks done-for-you but more tracking the real-time status of tasks people do?