Imagine if your weekly status reports wrote themselves, tasks got assigned automatically based on workload, and your team never missed a deadline—all without lifting a finger. That’s the power of AI agents in action.
With 72% of global organizations already using AI in at least one business function, it’s clear: automation is the new baseline.
From streamlining workflows to eliminating repetitive tasks, AI agents help teams reclaim time and refocus on meaningful work.
To help you get started, we’ve rounded up powerful AI agents that make your workflows faster, smarter, and way less manual.
Summarize this article for me pleaseThe Best AI Agents at a Glance
| Tool | Best for | Key features | Pricing* |
|---|---|---|---|
| ClickUp | Workflow automation & AI-powered project management | Autopilot Agents, AI insights (ClickUp Brain), no-code automations, templates | Free; Paid plans start from $7user/month; Enterprise: Custom pricing |
| Zapier | No-code workflow automation & app integration | 5,000+ app integrations, conditional logic, multi-step Zaps | Free; Paid plans start from $29.99/month; Enterprise: Custom |
| UiPath | Enterprise-grade robotic process automation (RPA) | Visual workflows, real-time monitoring, attended/unattended bots | Free; $420/month/license; Enterprise: Custom |
| Notion | AI-powered knowledge management & docs | AI content assistance, live collaboration, custom templates | Free; Paid plans start from $12/month; Enterprise: Custom |
| Workato | Advanced process automation & integrations | Low-code builder, prebuilt connectors, live data sync, dashboards | Custom pricing |
| Fathom | Meeting transcription & insight generation | Auto summaries, multilingual support, highlight sharing | Free; Paid plans start from $15/month/user |
| AgentGPT | Autonomous AI task execution with custom agents | Deploy GPT-based agents, multi-task chaining, API integration | Free Trial; Pro: $40/month; Enterprise: Custom |
| Fireflies | AI-powered voice transcription & collaboration | Keyword/action tracking, searchable notes, meeting summaries | Free; Paid plans start from $18/month/user |
| Bardeen AI | Personal task automation & browser-based workflows | Browser extension, natural language commands, web scraping | Paid plans start from $129/month |
| Claude | AI-assisted writing & conversational intelligence | Multilingual support, NLP-powered answers, context-based suggestions | Free; Paid plans start from $20/month/user; Enterprise: Custom |
| Grain | Video call summaries & actionable insights | Video recording, clip sharing, AI note templates | Free; Paid plans start from $19/month/user; Enterprise: Custom |
11 Best AI Agents for Automation to Streamline Workflows
- The Best AI Agents at a Glance
- What Are AI Agents?
- Types of AI Agents
- What Should You Look for in AI Agents for Automation?
- The Best AI Agents for Automation
- How we review software at ClickUp
- 1. ClickUp (Best for workflow automation and AI-powered project management)
- 2. Zapier (Best for no-code workflow automation and app integration)
- 3. UiPath (Best for enterprise-grade Robotic Process Automation)
- 4. Notion (Best for AI-powered knowledge management and documentation)
- 5. Workato (Best for advanced business process automation and integration)
- 6. Fathom (Best for AI-powered meeting transcriptions and insights)
- 7. AgentGPT (Best for autonomous AI task execution and custom AI agents)
- 8. Fireflies (Best for AI-driven meeting notes and voice transcription)
- 9. Bardeen AI (Best for personal task automation and browser-based workflow automation)
- 10. Claude (Best for AI-assisted writing and conversational intelligence)
- 11. Grain (Best for AI-enhanced video call summaries and actionable insights)
- Get the Best, Most Contextual AI Agents with ClickUp
Summarize this article for me pleaseWhat Are AI Agents?
AI agents are tools or features that use technologies like Artificial Intelligence (AI), Machine Learning (ML), and Natural Language Processing (NLP) to perform a task autonomously. They analyze data, make decisions, and execute decisions without human intervention.
When it comes to workflow automation, AI agents handle repetitive tasks, manage schedules, optimize workflows, and generate insights for informed decision-making. Such autonomous action helps streamline business operations and makes your workforce more productive.
🧠Fun Fact: ELIZA, the first AI-powered chatbot, was created by Joseph Weizenbaum in 1966. ELIZA could mimic human conversations using simple pattern matching!
Summarize this article for me pleaseTypes of AI Agents
AI agents can be classified based on their decision-making capabilities, complexities, and environmental interactions. Some key types include:
- Simple reflex agents: They work on simple condition-action rules, responding to specific data inputs without considering past experiences. They are reliable in predictable environments but cannot handle complex conditions
- Model-based reflex agents: These AI agents maintain an internal model of the world, which helps in decision-making. They use past and present data to predict outcomes and adjust responses
- Goal-based agents: Goal-based AI agents make decisions based on the desired outcomes. To enable this, they take into account various factors and choose the best option based on these goals
- Utility-based agents: These AI agents focus on goals and performance during decision-making. This allows them to evaluate different actions based on a utility function, such as metrics for higher efficiency, cost savings, or lower risk
- Learning agents: Learning agents work on continuous performance enhancement through experience and adaptation. They use learning mechanisms powered by data analysis and machine learning algorithms to understand context and improve their output
- Multi-agent systems: These setups involve multiple AI agents that work either collaboratively or competitively to achieve complex tasks and make collective decisions
🔍 Did You Know? Google’s AI Translation Tool, called Google Neural Machine Translation (GNMT), once created its secret interlingua language to communicate with different AI models!
Summarize this article for me pleaseWhat Should You Look for in AI Agents for Automation?
Choosing the right AI tool for automation depends on various factors, such as your business needs, scalability, and ease of integration. Look for the following features while making this decision:
- Task automation: An AI agent for workflow automation should possess task automation capabilities. It should efficiently handle repetitive tasks to reduce manual effort for you
- Adaptability: The AI agent should improve by learning from past interactions, data patterns, and user feedback. This is a given if the AI agents work using machine-learning models
- Language comprehension: If you plan to deploy AI agents where they are required to converse, then they should possess NLP capabilities to sustain rich interactions, either through voice or text
- Collaboration: Agents that use AI for collaboration possess the ability to improve teamwork, processes, and communication across departments
- Integration: Whether you’re using the AI agent as a part of inventory management systems or multi-agent systems, it must integrate with your existing tech stack
- Customizability: The AI agent should be customizable in order to handle simple or complex tasks, depending on your business processes
- Security and compliance: The AI agents should comply with the data protection and security protocols so your sensitive business data stays protected
đź“– Read More: Top AI Workflow Generator Tools
Summarize this article for me pleaseThe Best AI Agents for Automation
How we review software at ClickUp
Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.
Here’s a detailed rundown of how we review software at ClickUp.
Whether you’re looking to create goal-based agents or hierarchical agents for more complex tasks, here’s a look at the best AI-powered solutions to automate tasks:
1. ClickUp (Best for workflow automation and AI-powered project management)
ClickUp is a powerful everything app for work that utilizes AI agents to improve task automation and scheduling. This makes it a great tool for streamlining workflows and boosting productivity across your team and org.
ClickUp’s Autopilot Agents perform tasks autonomously based on predefined triggers, conditions, and instructions. You can activate them in your Spaces, Folders, Lists, and Chat channels in your ClickUp workspace. They monitor events within your tasks, docs, chat messages, reports, and more so as to respond to changes in real time.
There are two types of AI agents you can build/use in ClickUp:
- Prebuilt Autopilot Agents: Turnkey solutions you can toggle on directly, like Daily Report, Weekly Report, Team Stand-up, or Auto-Answers Agents
- Custom Autopilot Agents: Configured via a no-code interface to suit your unique workflows
Agents in ClickUp are based on the underlying intelligence of ClickUp Brain and the when-then setup of ClickUp Automations.
Brain is a context-aware AI-powered assistant that knows your workspace inside out and shares intelligent suggestions and answers to questions regarding your projects, tasks, and company knowledge. This helps teams make smarter decisions and optimize workflows.
You can integrate this powerful assistant into other features, such as ClickUp Docs. AI suggestions speed up your writing and minimize human errors. The suggestions also help users ideate better as they work on new projects, design ideas, and so on.
Automations handle routine and repetitive tasks like sharing status updates, task assignments, and deadline adjustments. This frees you up for high-priority activities.
Unlike rule-based Automations, however, Agents understand context, handle ambiguity, and can also create original content. They’re powered by ClickUp Brain’s full AI stack (knowledge management, project automation, AI text and image generation), which gives them deep context and creativity.
📌 For example, a custom Sentiment Analysis Agent can automatically review form responses (e.g., CSAT, NPS, feedback forms) submitted in ClickUp and flag customer sentiment—positive, negative, or neutral—along with actionable insights.
Here’s a side-by-side comparison of Agents and Automations:
| Feature | Automations | Autopilot Agents |
|---|---|---|
| Intelligence level | Rule-based | AI-powered + contextual |
| Requires human-like reasoning | ❌ | ✅ |
| Natural language understanding | ❌ | ✅ |
| Triggered by events | âś… | âś… |
| Acts on content in Docs/Chat | ❌ | ✅ |
| Custom instructions | ❌ Fixed logic | ✅ Custom prompts, tools, conditions |
| Use case complexity | Simple to moderate | Moderate to complex |
| Ideal for | Status updates, assignments, tagging | Summaries, insights, recommendations, AI Q&A |
đź’ˇ Pro Tip: You can combine both Agents and Automations for smarter workflows that save you even more time!
Example: An Automation creates a task when a feedback form is submitted. A Custom Agent analyzes that form’s sentiment and adds a suggested response or follow-up action.
Learn how to build an Autopilot Agent in ClickUp here:
Integrating AI and automation in the form of agents makes ClickUp a great solution for effective project management.
Besides these features, ClickUp has a vast library of templates that you can use to complete your everyday work faster. The Email Automation Template by ClickUp is a great option if you handle thousands of emails daily. It allows you to:
- Trigger emails automatically at the right time so you stay on top of every conversation
- Assign tasks and responsibilities quickly
- Improve customer service over time with timely replies to every query
Apart from this, here are a couple of other options you can explore:
- Automation Project Proposal Template: Identify the tasks you can automate to reduce time, cut costs, and optimize your project workflows
- Automation KPI Tracking Template: Your automation initiatives are incomplete without tracking. Use this template to measure KPIs to track the overall performance of your efforts and make data-driven decisions
ClickUp best features
- Deploy intelligent agents that monitor progress, triage requests, summarize updates, answer questions, or even create tasks autonomously
- Define triggers, instructions, and actions for agents in natural language—no code required
- Automate routine tasks with customizable automation templates for higher efficiency
- Utilize AI-powered insights for predictive analytics and informed decision-making. Layer in ClickUp’s AI Assign and AI Prioritize Fields so task assignments and priorities automatically adapt to each task’s content, urgency, and team capacity
- Integrate seamlessly with 1000+ third-party applications to unify workflows
- Easily adapt Agents and Automations to accommodate growing teams and complex projects
- Ensure tasks are managed even outside regular working hours, as Agents and Automations can operate continuously
📮 ClickUp Insight: 21% of people say more than 80% of their workday is spent on repetitive tasks. And another 20% say repetitive tasks consume at least 40% of their day. That’s nearly half of the workweek (41%) devoted to tasks that don’t require much strategic thinking or creativity (like follow-up emails 👀).
ClickUp AI Agents help eliminate this grind. Think task creation, reminders, updates, meeting notes, drafting emails, and even creating end-to-end workflows! All of that (and more) can be automated in a jiffy with ClickUp, your everything app for work.
💫 Real Results: Lulu Press saves 1 hour per day, per employee using ClickUp Automations—leading to a 12% increase in work efficiency.
ClickUp limitations
- Some users struggle with a learning curve associated with the platform’s extensive features
ClickUp pricing
free forever
Best for personal use
Free Free
Key Features:
60MB Storage
Unlimited Tasks
Unlimited Free Plan Members
unlimited
Best for small teams
$7 $10
Everything in Free Forever plus:
Unlimited Storage
Unlimited Folders and Spaces
Unlimited Integrations
business
Best for mid-sized teams
$12 $19
Everything in Unlimited, plus:
Google SSO
Unlimited Teams
Unlimited Message History
enterprise
Best for many large teams
Get a custom demo and see how ClickUp aligns with your goals.
Everything in Business, plus:
White Labeling
Conditional Logic in Forms
Team Sharing for Spaces
* Prices when billed annually
The world's most complete work AI, starting at $9 per month
ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.
ClickUp ratings and reviews
- G2: 4.7/5 (10,000+ reviews)
- Capterra: 4.6/5 (4,400+ reviews)
What are real-life users saying about ClickUp?
Here’s a G2 review:
2. Zapier (Best for no-code workflow automation and app integration)
Zapier allows you to build cross-app automations without writing a single line of code. It also helps integrate your tech stack, facilitating seamless application data transfer between two or more apps.
Since Zapier integrates with thousands of apps, it is a key link for AI workflow automation across diverse industries and systems. With Zapier, you get a consolidated platform that delivers higher efficiency with minimal human intervention.
Zapier best features
- Connect with more than 5,000 apps to automate workflows
- Create customizable AI agents called Zaps to automate repetitive tasks
- Use multi-step workflows to automate complex sequences
- Implement conditional logic to customize workflows according to your needs
Zapier limitations
- Task execution may be delayed occasionally
- Complex task sequences have a steeper learning curve
Zapier pricing
- Free
- Professional: $29.99/month
- Team: $103.50/month
- Enterprise: Custom pricing
Zapier ratings and reviews
- G2: 4.5/5 (1,330+ reviews)
- Capterra: 4.7/5 (2,950+ reviews)
What are real-life users saying about Zapier?
Here’s a Capterra review:
đź’ˇ Pro Tip: Start by automating high-impact repetitive tasks before you scale AI-driven automation throughout your workflow.
3. UiPath (Best for enterprise-grade Robotic Process Automation)
UiPath is a popular Robotic Process Automation (RPA) platform that automates repetitive and rule-based tasks in enterprise settings. It lets you deploy intelligent agents that mimic human interactions with digital systems to enhance productivity and accuracy.
Such robust architecture makes it suitable for large-scale operations, making UiPath a go-to choice for businesses looking to optimize complex processes.
UiPath best features
- Develop automation scripts using a visual drag-and-drop interface
- Deploy attended and unattended AI agents for versatile automation needs
- Monitor robot performance and workflow execution in real time
- Maintain compliance with enterprise-grade governance tools
UiPath limitations
- Only suited for enterprise-grade applications and ends up being costly for small and medium businesses
- The tool is resource-intensive to run and demands robust system capabilities
UiPath pricing
- Basic: Starts at $25/month
- Standard: Custom pricing
- Enterprise: Custom pricing
UiPath ratings and reviews
- G2: 4.6/5 (6,690+ reviews)
- Capterra: 4.6/5 (710+ reviews)
What are real-life users saying about UiPath?
Here’s what a G2 review says:
4. Notion (Best for AI-powered knowledge management and documentation)
Notion combines note-taking, knowledge management, and project management automation and enriches it with AI. It allows teams to create, share, and collaborate on databases and documents over an integrated platform.
Notion’s AI agents help draft content, generate summaries, and extract insights, streamlining your projects and documentation. The platform also features templates for various use cases—from building personal habit trackers to organizing a company knowledge base.
Notion best features
- Collaborate while creating and editing documents with team members in real time
- Deploy integrated AI agents to generate and edit content
- Organize information using customizable databases and templates
- Access content across devices with seamless synchronization
Notion limitations
- The AI has limited context-awareness of your workspace, which may make agents less effective
Notion pricing
- Free
- Plus: $12/month per seat
- Business: $24/month per seat
- Enterprise: Custom pricing
Notion ratings and reviews
- G2: 4.7/5 (6,790+ reviews)
- Capterra: 4.7/5 (2,590+ reviews)
What are real-life users saying about Notion?
Here’s a Capterra review:
🧠Fun Fact: AI-powered automation can save professionals up to 200 hours annually!
5. Workato (Best for advanced business process automation and integration)
Workato offers a low-code environment for connecting applications and automating complex workflows.
This approach makes it accessible to both IT and business users to effect automation. Such citizen automation also makes Workato highly versatile, whether you use it for automating marketing, financial reporting, or HR processes using AI agents.
Workato best features
- Design AI agents and integrations in a low-code environment
- Use pre-built connectors for linking workflows across popular applications
- Implement real-time data synchronization between systems
- Monitor and manage business workflows with dashboards
Workato limitations
- It is quite costly, making it inaccessible to smaller organizations
- There are occasional performance challenges with more advanced agents and complex workflows
Workato pricing
Custom pricing
Workato ratings and reviews
- G2: 4.7/5 (500+ reviews)
- Capterra: 4.7/5 (50+ reviews)
What are real-life users saying about Workato?
A G2 review reads:
đź“– Read More: Best Marketing Automation Software Tools
6. Fathom (Best for AI-powered meeting transcriptions and insights)
Fathom AI agents generate real-time transcriptions and actionable insights to improve meeting productivity. They record and transcribe meetings, conserving human attention for more strategic endeavors than note-taking.
The AI agents also summarize key points, highlight action items, and facilitate efficient follow-ups to ensure you do not miss anything.
Fathom best features
- Record and transcribe meetings in real time with high reliability
- Generate summaries and highlight key discussion points automatically
- Share meeting insights and action items with your team in one click
- Work with multiple languages without a glitch
Fathom limitations
- The transcription accuracy gets compromised when you use jargon or industry-specific terminology
- It integrates with limited video conferencing tools, which hinders its accessibility
Fathom pricing
- Free
- Premium: $15/month per user
- Team Edition: $19/month per user
- Team Edition Pro: $29/month per user
Fathom ratings and reviews
- G2: 5/5 (5,500+ reviews)
- Capterra: 5/5 (790+ reviews)
What are real-life users saying about Fathom?
Here’s a Capterra review:
đź“– Read More: Best Free Process Workflow Templates in Excel & ClickUpÂ
7. AgentGPT (Best for autonomous AI task execution and custom AI agents)
AgentGPT empowers users to deploy AI agents capable of performing tasks without continuous human intervention. It allows users to tap into advanced GPT models to create custom AI agents that match a specific workflow for higher relevance and efficiency.
AgentGPT helps you implement different workflow automation examples, whether it involves AI agents navigating the internet, making API calls, operating in multi-agent systems, or executing complex task sequences.
AgentGPT best features
- Release autonomous AI agents that operate without manual oversight
- Customize AI agents using advanced GPT models for specific tasks
- Automate complex workflows by linking multiple tasks seamlessly
- Integrate AI agents with various APIs to enhance functionality
AgentGPT limitations
- Its nascency means that it currently has limited community support and resources
- Relies heavily on the GPT model capabilities
AgentGPT pricing
- Free Trial
- Pro: $40/month
- Enterprise: Custom pricing
AgentGPT ratings and reviews
- G2: Not enough reviews
- Capterra: Not enough reviews
đź’ˇ Pro Tip: Monitor your AI-automated workflows periodically to discover additional ways to optimize them.
8. Fireflies (Best for AI-driven meeting notes and voice transcription)
Fireflies’ AI agents transcribe meetings and generate automated notes, facilitating cross-functional collaboration. They patch together popular conferencing tools to capture conversations from multiple sources and organize them for easy retrieval.
The AI agents are trained for keyword identification, action item tracking, and seamless sharing across teams. This brings all stakeholders on the same page, resulting in greater alignment and productivity.
Fireflies best features
- Transcribe meetings in real time with high accuracy
- Identify key topics and action items automatically
- Collaborate by sharing recordings and notes across teams
- Search through past meetings using specific keyword filters
Fireflies limitations
- Occasional transcription inaccuracies, especially in conversations involving technical jargon or heavy accents
- The free version offers limited storage and features
Fireflies pricing
- Free
- Pro: $18/month per seat
- Business: $29/month per seat
- Enterprise: $39/month per seat
Fireflies ratings and reviews
- G2: 4.8/5 (620+ reviews)
- Capterra: Not enough reviews
What are real-life users saying about Fireflies?
A G2 review says:
9. Bardeen AI (Best for personal task automation and browser-based workflow automation)
Bardeen AI is task automation software that runs directly within your browser. This makes it easier to automate repetitive tasks without context switching.
It grants you access to various pre-built AI agents and the flexibility to create them using natural language commands. Bardeen AI also connects multiple web services and applications, making it easier to perform data entry, scraping, and lead generation tasks.
Bardeen AI best features
- Automate tasks directly within the browser with a powerful extension
- Create custom workflows with AI agents that comprehend natural language commands
- Access a library of pre-built automation templates for different use cases
- Scrape data from websites efficiently with no manual effort
Bardeen AI limitations
- Offers limited functionality for websites with dynamic content or advanced security measures
- Some advanced features are paywalled
Bardeen AI pricing
- Starter: $129/month
- Teams: $500/month
- Enterprise: Starts at $1500/month (billed annually)
Bardeen AI ratings and reviews
- G2: 4.8/5 (30+ reviews)
- Capterra: Not enough reviews
What are real-life users saying about Bardeen AI?
Here’s how a G2 review reads:
10. Claude (Best for AI-assisted writing and conversational intelligence)
Claude is a multipurpose AI assistant, best known for its natural langauge processing (NLP) capabilities that help improve your writing quality. Calude’s AI agents extend conversational support across different applications—drafting content, answering queries, and making contextually relevant suggestions.
Such abilities, paired with its seamless integration with multiple platforms, make it highly versatile, whether you’re using it for responding to an email or handling customer support.
Claude best features
- Get help writing or editing content with AI-powered suggestions
- Access personalized recommendations as Calude learns from user interactions and feedback
- Get support for multiple languages and dialects for diverse needs
Claude limitations
- The AI agents’ performance is contingent on continuous updates and improvements
- Users experience occasional inaccuracies in responses, especially in the case of complex queries
Claude pricing
- Free
- Pro: $20/month
- Max: $100/month
- Team: $30/month per person
- Enterprise: Custom pricing
Claude ratings and reviews
- G2: 4.4/5 (40+ reviews)
- Capterra: 4.6/5 (20+ reviews)
What are real-life users saying about Claude?
A Capterra review shares:
đź’ˇ Pro Tip: Managing multiple projects can be time-consuming. Want to make things easier? Use process map templates that help visualize your projects from start to end to streamline your entire project!
11. Grain (Best for AI-enhanced video call summaries and actionable insights)
Grain uses AI agents to capture and summarize video calls. The AI agents convert lengthy meetings into concise, actionable, and shareable insights.
It integrates with popular video conferencing platforms and generates highlights, making it easier for teams to review key points. The AI agents also customize readily available note-taking templates.
Grain best features
- Capture and record calls in high-quality audio and video
- Summarize meetings using AI agents to highlight key moments
- Customize note-taking templates to fit specific meeting types and preferences
- Share clips and summaries effortlessly to boost team collaboration and knowledge sharing
Grain limitations
- Lacks process-specific features that are available in specialized tools
- The interface could benefit from additional customization, but lacks the features for it
Grain pricing
- Free
- Starter: $19/month per seat
- Business: $39/month per seat
- Enterprise: Custom pricing
Grain ratings and reviews
- G2: 4.7/5 (290+ reviews)
- Capterra: Not enough reviews
What are real-life users saying about Grain?
A G2 review says:
Summarize this article for me pleaseGet the Best, Most Contextual AI Agents with ClickUp
AI agents are transforming how businesses automate workflows for higher productivity. From extracting intelligent insights to automating repetitive tasks, they allow teams to work smarter, faster, and more efficiently. They are bound to benefit the modern workplace.
Among the various AI agent platforms discussed above, ClickUp stands out as the ultimate solution. You get both Prebuilt and Custom Autopilot Agents to take everyday tasks off your plate. ClickUp Brain generates intelligent insights from your workspace, while ClickUp Automations reduce manual effort by combining intelligent triggers, real-time context, and access to your entire workspace—including tasks, docs, and chats. Unlike generic AI tools, ClickUp is purpose-built for productivity, fully customizable, and operates seamlessly within your team’s workflow.
Ready to be your most productive self with AI? Get ClickUp now!
Everything you need to stay organized and get work done.
