Resources

Committed to helping you on your Process Automation journey, we've compiled some materials to help you along the way.

Playbook

AI Playbook (2026)

Your essential guide to AI automation in 2026.

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Guide

Workflow Modernization Guide

A practical guide for IT leaders.

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Guide

Buyers Guide (2026)

A Buyer's Guide to AI-Powered DPA.

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eBook Insurance

AI Automation for Insurance

Your guide to AI automation in insurance.

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eBook

Start a Workflow Revolution

How to Start a Workflow Revolution eBook.

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Guide

Your 2026 Guide

Why It’s Vital To Advance Your Process Automation Plan & How To Triumph.

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Playbook Energy

New Energy Playbook

How Automation Is Revolutionizing Operations and Compliance.

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Guide Financial services

Financial Services DPA Guide

2026 Guide To Process Automation In Financial Services.

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eGuide

DPA eGuide

Digital Process Automation: A 6-Step Guide.

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Infographic

Comparative Infographic

FlowForma Process Automation vs Microsoft Power Apps.

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eBook

Success Stories eBook

Process Automation Success: Real-World Case Studies and ROI Revealed.

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Customer Spotlight Construction

PJ Hegarty Infographic

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Comparative Infographic

FlowForma Process Automation vs Go Forms

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Guide

An Innovator's Guide To No Code Improvement

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Infographic Healthcare

Healthcare Infographic

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eBook Construction

Building Better Processes in Construction With Automation

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Construction eBook Construction

Hit A Home Run With Process Automation In Construction

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Industry Report Construction

The State of Construction Digitalization

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Infographic Construction

Construction Infographic

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Forrester Report

Neglecting Process Innovation Leaves Untapped Business Value

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Resource

Six Ways To Automate Processes

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Resource

How To Build A Business Process Online Before You've Had Lunch

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Forrester Report

RPA, DPA, BPM, and DCM platforms: The differences you need to know

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Cheat Sheet

A Leader's Cheat Sheet for Secure, Scalable Workflows

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AI

AI Brochure

FlowForma's AI Suite

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Platform

Product Brochure

Browse our overview brochure

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Migration

Infopath Replacement

InfoPath Migration Accelerator

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Engage

Engage brochure

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Energy Energy

Oil & Gas brochure

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Healthcare Healthcare

NHS healthcare brochure

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Pharma Pharma

Pharma brochure

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Onboarding

SureStart brochure

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Governance

Governance brochure

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Construction Construction

Construction brochure

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Collaboration

Collaborative work management brochure

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Learning

Learning brochure

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HR

HR brochure

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Compliance

Compliance brochure

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Migration

Microsoft 365 Migration brochure

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Education Education

Education brochure

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Automotive Automotive

Auto Retail brochure

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Case study Education

Abingdon Witney

4,000 hours saved annually across trips, incidents, expenses and risk assessment.

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Case study Professional services

Grant Thornton

60% more efficient across job appraisals, client acceptance and data access requests.

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Case study Construction

Hegarty

50+ construction processes automated.

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Case study Manufacturing

Nipro Europe Group Companies

26+ locations with transformed business processes.

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Case study Construction

Downer

3,000+ hours saved per day.

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Case study Public sector

Revolutionizing Government Workflows

87% improvement in contract management, from two months to one week.

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Case study Insurance

Aon

Under 1 day to build a workflow, versus 6 months.

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Case study Healthcare

Blackpool Teaching Hospitals NHS

70+ processes automated across Blackpool Teaching Hospitals.

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Case study Education

LSTM

120+ workflows deployed across LSTM in just 14 months.

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Case study Education

Morley College

100% paper-free, replacing Nintex and InfoPath.

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Case study Public sector

Eurofound

75% faster. InfoPath replaced and processes modernized.

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Case study Healthcare

Tui Ora

90% faster training approvals, from several days to hours.

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Case study Energy

Bouygues Energies & Services

75% faster process development versus Power Apps.

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Case study Construction

Coinford

50% reduction in admin time for defect management and slab inspections.

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Case study Construction

Morgan Construction

200+ employees tracked through one automated onboarding process.

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Case study Construction

Construction Vehicle Rental Company

40% revenue growth from a more data-driven operation.

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Case study Construction

CVB JV Tideway East

700+ hours saved on repetitive tasks in a single year.

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Case study Healthcare

College Of Paramedics Nova Scotia

85% faster, with applications built in 1.5 weeks versus 2-3 months.

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Case study Professional services

McKinley Irvin

1.5 hours saved on every payment approval request.

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Case study Energy

Dresser Natural Gas Solutions

15% time saved automating manual document control and record-keeping.

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Case study Energy

Oil And Gas Services

5+ business functions automated across operations, engineering, QA, HR and finance.

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Case study Energy

Oil And Gas

5x faster form-based tasks.

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Case study Not-for-profit

Touch Community

70% more efficient form circulation.

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Case study Not-for-profit

AcruxKC

100% of duplicate manual data entry eliminated.

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Case study Not-for-profit

Not For Profit

1,800 users on a single automated governance process.

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Case study Professional services

Ergo

3 sources of truth reduced to 1.

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Case study Professional services

ISO

74% reduction in access errors for ISO administration.

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Case study Pharma

Pharma

60% improvement in artwork management efficiency.

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Case study Manufacturing

FMCG

Zero coding needed to migrate critical business processes.

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Case study Healthcare

Hospital

30+ seconds to complete and send a waiting list form.

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Case study Professional services

Rimkus Consulting Group

50% faster project reviews, cut from 2 days to 1.

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Case study Manufacturing

Vestergaard

100+ emails replaced by one automated process.

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Video · 1:28

FlowForma platform introduction

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Video

FlowForma platform demo

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Video · 1:32

FlowAssure: AI-driven vendor risk management

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Video

FlowForma Forms

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Video · 0:58

Ambient Process Discovery Agent

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Video · 1:00

The FlowForma Playground

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Video

FlowForma Collaborate

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Video

FlowForma Insights

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Video · 2:38

FlowForma mobile app

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Video · 3:12

FlowForma Engage: bring external users into your processes

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Video · 3:40

FlowForma Governance: sandboxes, testing and production control

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Video · 31:44

FlowForma for Microsoft Teams

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Video · 8:19 Insurance

Insurance AI automation masterclass: top use cases

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Video · 32:57

FlowAssure product showcase: meet the AI agents

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Video · 44:11

AI and digital process automation in 2026: an IT leader briefing

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Video · 49:18

Workflow automation migration

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Video · 0:25 Construction

PJ Hegarty processes 16,000 forms a month

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Video · 1:02 Public sector

Utah Department of Health & Human Services

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Video · 1:15 Insurance

Aon Insurance advances its digital transformation strategy

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Video · 1:32 Energy

Bouygues Energies & Services: FlowForma vs Power Apps

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Video · 2:42 Education

Morley College London: replacing Nintex and InfoPath

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Video · 27:27 Healthcare

Blackpool Teaching Hospitals NHS: the full story

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Video · 42:26 Energy

Dresser Natural Gas Solutions: process visibility and savings

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Video · 45:58 Professional services

Grant Thornton unlocks a 60% efficiency gain

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Video · 56:33 Construction

How Downer improved efficiency and fuelled growth

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Video Insurance

Aon discusses its automation journey

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Podcast

Talking ISO Compliance With Process Automation

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Podcast

2023 Process Automation Predictions Uncovered

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Podcast

Category Visionaries: Building the Future of Digital Process Automation

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Podcast Construction

Tech Central: How Construction Companies Embrace Digitization Without In-House Developers

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Podcast

How To Transform Your Business With An Acorn Approach

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Podcast

The Digital Transformation Podcast: How To Govern No Code Process Automation

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Podcast

Everyday MBA: Why Go On A Process Automation Journey?

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Podcast

FlowForma Guest on The Digital Transformation Podcast

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Podcast

Everyday MBA: Winning The War On Paper

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Podcast Construction

Top Tip: Digitize Construction With FlowForma DPA

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Podcast

Expert Tip: Return To Work Processes

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Podcast

Expert Tip: Preparing For The New Normal

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Podcast

Digitize Series: Help Businesses Rapidly Digitize Processes

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Podcast

Digitize Series: Digitize Processes To Empower Remote Work

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Podcast

Digitize Series: Tips On How To Work Effectively From Home

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Podcast

BPM.com Podcast: Process Automation - Myth or Reality

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Podcast

Everyday MBA: Digital Process Automation Tactics And Success

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Podcast

Top Tip: Empower Your Workforce To Digitize Your Processes

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Podcast Professional services

Customer Spotlight: McKinley Irvin

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Podcast

Vendor Spotlight: AIIM (No Code Technology)

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Podcast Manufacturing

Customer Spotlight: Vestergaard

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Podcast Professional services

Customer Spotlight: McKinley Irvin & AIIM

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Podcast Energy

Customer Spotlight: Essar Oil

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Podcast Construction

Customer Spotlight: A14 - Costain, Skanska & Balfour Beatty

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Podcast Insurance

Customer Spotlight: Aon (feat. Forrester)

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On-demand webinar

Rethinking Process Automation with AI

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On-demand webinar

Modern Workflow Migration without the Headache

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On-demand webinar Construction

Automating EHS at Scale in Construction

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On-demand webinar

FlowAssure Product 2026

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On-demand webinar

AI & Digital Process Automation in 2026: An IT Leader Briefing

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On-demand webinar

FlowAssure Product Showcase

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On-demand webinar

AI Automation Masterclass

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On-demand webinar Education

Morley College Success Story

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On-demand webinar Insurance

Insurance Success Stories

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On-demand webinar Financial services

Financial Services AI Masterclass

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On-demand webinar Public sector

Customer Spotlight: Utah DHHS Shares Their Success Story

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On-demand webinar

FlowForma Process Automation Product Showcase

See AI, insights, document generation and workflow automation live.

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On-demand webinar Insurance

Aon and Forrester: Aon's automation journey

Aon talks through its process automation journey with FlowForma, joined by Forrester.

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On-demand webinar Professional services

Grant Thornton unlocks a 60% efficiency gain

William McCann on how Grant Thornton automated job appraisals, AML checks and client acceptance.

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On-demand webinar Professional services

McKinley Irvin: automating approvals across six offices

Dustin Ray, Business Process Analyst, on replacing email-driven payment approvals across six offices.

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On-demand webinar Construction

Morgan Construction & Environmental: HR off the spreadsheet

Carolynne McCaughey on moving onboarding and HR processes off spreadsheets and into FlowForma.

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On-demand webinar Energy

Dresser Natural Gas Solutions: process visibility and savings

How Dresser Natural Gas Solutions gained process visibility and cost savings with FlowForma.

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On-demand webinar Healthcare

Blackpool Teaching Hospitals NHS: the full story

Laurent Kelly, Intelligent Automation Developer, and FlowForma's Alison Brannigan on how the Trust digitized nearly 100 processes.

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On-demand webinar Education

Abingdon & Witney College: faster approvals, thousands of hours saved

Finance Director Mark Lay on cutting trip approvals to a day and saving thousands of staff hours.

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On-demand webinar Healthcare

Forrester and Beaumont Hospital: process automation for better outcomes

Rob Koplowitz of Forrester and Mark Graham of Beaumont Hospital on approaching process automation to drive customer outcomes in healthcare.

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On-demand webinar Construction

Double down on automation to reap competitive advantage

FlowForma's Paul Stone and Shawn Kunkle on how construction firms can digitize paper processes with speed and agility.

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On-demand webinar Manufacturing

A new era of automation in manufacturing

Paul Stone, Product Strategist at FlowForma, on using no-code process automation to speed up innovation and stay compliant in manufacturing.

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On-demand webinar Energy

Process automation in oil and gas: seizing the growth potential

The state of oil and gas digitalization, with practical tips for succeeding in a changing economic, political and environmental landscape.

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On-demand webinar Manufacturing

Vestergaard: transparency where compliance is critical

Sergio Ferraz on replacing email-driven contract requests with an auditable workflow.

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On-demand webinar Healthcare

Transform NHS Estates with digital process automation

Paul Stone on digitizing safety checks and equipment management for NHS Estates teams.

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On-demand webinar Construction

Rimkus: building blocks for digital transformation

Jimmy Monahan on digitizing field reports, inspections and checklists without code.

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On-demand webinar Construction

CVB: taking the Thames Tideway Tunnel digital

Lampros Arvanitis on digitizing site diaries and onboarding on the Tideway East project without code.

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On-demand webinar Construction

Step into the future of construction

Paul Stone and Gerard Newman on construction survey results, two customer stories and a live demo.

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On-demand webinar Energy

EET Fuels: refining on-site processes

Robert McNair on how the Stanlow refinery at EET Fuels, formerly Essar Oil UK, replaced paper processes.

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On-demand webinar Construction

Build digital workflows to save 700+ hours a year

Gerard Newman and Rebecca McManus on construction survey results, three customer stories and the ROI.

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On-demand webinar Construction

Bouygues: the race to digitalize construction

Mohiadin Ahmed on data-driven decisions, stakeholder buy-in and digitizing stock management.

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On-demand webinar

Migrating from InfoPath to FlowForma

David Shanley demos the InfoPath Migration Tool: moving forms across and adding logic without code.

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On-demand webinar Pharma

AC Immune: how process automation cured process pains

Ilker Esener on what AC Immune needed from a tool and three tips for getting automation adopted.

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On-demand webinar Construction

A14: taking the fast lane to process improvement

James Morgan on putting 24 processes live for the UK's largest road project without code.

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On-demand webinar Healthcare

Blackpool Teaching Hospitals: a new culture of collaboration

Martyn McKechnie on how low-code automation brought the hospital's teams together.

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On-demand webinar Education

LSTM: replacing paper with workflow automation

Paul Stone on how the Liverpool School of Tropical Medicine moved 120+ workflows off paper.

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On-demand webinar

Empowering citizen developers with IT governance

Paul Stone on building a citizen development team, plus a FlowForma Governance demo.

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On-demand webinar Energy

Great North Wellhead & Frac: replacing manual processes

CFO Greg Dowell on moving QA, HR and invoicing processes off email and Excel without code.

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On-demand webinar

Discover FlowForma's app for Microsoft Teams

Paul Stone and David Shanley demo a tender process run from Teams, from new channel to CEO approval.

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On-demand webinar

Digitize or deteriorate: Forrester on automating at scale

Forrester's Rob Koplowitz on automating at scale after COVID, plus four customer stories from Paul Stone.

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On-demand webinar Construction

Building Safety Act 2022: a six-week roadmap to compliance

Alison Brannigan and Paul Stone on the golden thread and three gateways, plus a live fire safety demo.

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On-demand webinar Automotive

AM: how auto retailers drive efficiency with automation

Dermot Sweeney and Danny Chaplin on the dealership processes to automate first, from recall checks to HR.

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On-demand webinar Construction

London Build: preparing for the future of construction

Digital construction leads from Sir Robert McAlpine and AECOM on adoption, productivity on site and data.

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On-demand webinar

Double down on automation: Forrester on scaling it end to end

Forrester's Bernhard Schaffrik and Gerard Newman on governing citizen developers and closing skills gaps.

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On-demand webinar Not-for-profit

AcruxKC: driving innovation with no code

Beth Radtke on replacing paper vouchers, phone approvals and faxed invoices with workflows her team builds.

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On-demand webinar Healthcare

CPNS: a flexible registrant management database

Karl Kowalczyk, Nicole Webb and Pontem on cutting application reviews from two hours to five minutes.

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On-demand webinar

Use process data to drive better decisions

Shay O'Connor and Pontem's Rick Dowell and Cameron Fox on three steps to better reporting with Power BI.

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On-demand webinar

Digitize a check sheet process in under 1 hour

David Shanley builds a check sheet process live, from lookups and approvals to signatures, with no code.

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On-demand webinar

Digitize an onboarding process in under 1 hour

David Shanley builds an employee onboarding process live, from approvals to parallel sign-offs, with no code.

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On-demand webinar

Digitize a purchase order request in under 1 hour

David Shanley builds a purchase order request live, from calculated totals to two approval levels, with no code.

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On-demand webinar Construction

USA Digital Construction: people, data and process automation

Construction tech leaders from Mortenson, STV and JRM Construction on adoption, data quality and managing risk.

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On-demand webinar Construction

CIF masterclass: achieve your digital goals faster

Shay O'Connor and Rebecca McManus on how construction firms digitalize, who to involve, and Downer's results.

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On-demand webinar Construction

Digitize a field change request in under 1 hour

Paul Stone builds a construction field change request live, from parallel approvals to mobile forms, with no code.

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On-demand webinar

Lean principles and automation for process adoption

Octagon Value Chain's Clifford Lee and FlowForma's Shay O'Connor on the lean journey, DuPont's lessons and digitizing with no code.

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On-demand webinar

Become a process hero: lessons from our customer panel

McKinley Irvin, the A14 and GOAL on who should lead automation, choosing a tool and bringing in external users.

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On-demand webinar

Organize to meet the process imperative

Forrester's Rob Koplowitz on keeping automation tech in its lanes, plus four customer stories from Ross Cullen.

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On-demand webinar

DPA expedition: tales from the start to the summit

Clean Aviation, Vorea and Coinford on choosing a first process and getting people to use it.

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Inspired by our AI process automation resources?

Get in touch today to see how we can transform your operations with AI process automation