Automated Document Generation for Microsoft 365

Automate, Simplify, and Scale Your Document Generation

FlowForma Document Generation is a powerful, intuitive component of our all-in-one no-code Process Automation platform, seamlessly integrating forms, workflows, insights, AI, and document generation.

It accelerates document creation and, with the integration of AI, automates data extraction and validation while generating intelligent, customized digital documents. This enables organizations to streamline workflows, maintain compliance, and achieve operational excellence.

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Business teams use document generation

Managers & Process Owners

Track, optimize, and manage document workflows for efficiency and accuracy.

HR Professionals

Automate onboarding documents, approvals, compliance documents, and employee requests.

Finance & Procurement Teams

Streamline invoice generation, expense reports, contracts, and vendor approvals.

Operations & Project Managers

Coordinate cross-departmental document workflows and eliminate bottlenecks.

Customer Service & Support Teams

Automate ticket-related documents, approvals, and escalations for faster service.

Business leaders

Standardize document creation across the organization, reduce manual work, and ensure critical documents are accurate, consistent, and compliant.

IT teams use document generation:

IT Administrators

Manage document workflow deployment, integrations, and platform security.

Compliance Officers

Ensure generated documents meet governance, regulatory, and audit requirements.

Data & Security Teams

Maintain data integrity, automated validation, and secure audit trails.

System Architects

Design scalable, efficient document workflows across the organization.

Support & Operations IT Teams

Performance, troubleshoot issues, and maintain reliability of document generation processes.

CIOs

Automate document creation as part of your business processes, while maintaining the governance, consistency, security, and auditability CIOs need across the enterprise.

What Makes FlowForma's Document Generation Unique

No-Code

Easily create and manage documents without relying on IT support or requiring any coding knowledge or prior experience.

Powerful

Seamlessly combines forms, workflows, analytics, AI, and document generation in a single platform.

AI-powered

Copilot, Discovery Agent, AI Summarization, and AI Agent Rules automate, optimize, and enhance document creation.

Rapid ROI

Track document performance, maintain compliance, and continuously improve workflows.

Benefits of FlowForma document generation

Rapid Deployment

Quickly configure elegant templates using our no-code Microsoft Word add-in and generate documents with a single click.

Generate Documents

Generate a wide range of electronic documents to complement electronic forms.

Robust Security

Distribute documents securely and easily convert to PDFs, streamlining workflows and reducing manual errors.

Streamlined Compliance

Automatically track document versions, approvals, and audit trails, ensuring compliance with internal policies and regulatory standards.

Dynamic Documents

Generate documents that seamlessly incorporate process data, tables, images, digital signatures, and more, all within a simple, intuitive interface.

Scale Doc Generation

Integrate with Microsoft 365 and enterprise systems, scale document generation across departments, and maintain security, consistency, and efficiency.

Utah Department of Health & Human Services

Our contracts used to take months to get signed; now they're approved within 1 to 5 days.

Process Automation Lead

Utah Department of Health & Human Services

The efficiency it has brought to the operational part of managing a contract has been very important. It helped us gain time for sure, but transparency, completeness, and accountability have been the main benefits.

Sergio Ferraz

Head of Internal Audit and Compliance, Vestergaard

We can now build a fully functional flow in less than a day, which is much preferable to a six month project. It gives us a platform to help the business make their jobs easier and my job easier.

Robbie Malloy

Product Manager, Aon

Frequently Asked Questions

What is FlowForma Document Generation?

FlowForma Document Generation is the no-code, AI-powered document component of the FlowForma Process Automation platform. It automatically creates digital documents at scale from live workflow and form data, with AI auto-filling, summarizing, and tailoring each document for speed, accuracy, and compliance. It's built natively for Microsoft 365 and SharePoint, and integrates seamlessly with forms, workflows, insights, and AI in one platform.

How does FlowForma Document Generation work?

You build a document template using FlowForma's no-code Microsoft Word add-in, mapping in the fields you want populated. When a process runs, FlowForma pulls live workflow and form data into the template and generates the finished document with a single click. AI can extract data from uploaded documents, embed natural-language summaries, and the output can be converted to PDF, routed for approval, and stored with a full audit trail.

Is FlowForma Document Generation no-code?

Yes. You can create and manage document templates without any coding knowledge, prior experience, or reliance on IT, using the no-code Microsoft Word add-in. The same platform combines forms, workflows, analytics, AI, and document generation, so business users can automate documents without a developer.

What types of documents can FlowForma generate?

FlowForma generates a wide range of electronic documents to complement your digital forms and workflows, including HR onboarding and compliance documents, finance and procurement invoices, expense reports, contracts and vendor approvals, and customer service or ticket-related documents. Each document can include process data, tables, images, and digital signatures, generated dynamically from live data.

How does AI improve FlowForma Document Generation?

FlowForma's AI tools automate and enhance document creation at every step. AI Agent Rules extract and validate data from uploaded documents to auto-populate templates, AI Summarization embeds natural-language process summaries into generated documents, and Copilot and the Discovery Agent help configure document workflows. This reduces manual effort and keeps documents accurate and consistent.

Does FlowForma Document Generation work with Microsoft 365 and SharePoint?

Yes. FlowForma Document Generation is native to Microsoft 365 and SharePoint, and templates are built using a Microsoft Word add-in. It integrates with Microsoft 365 and enterprise systems so you can scale document generation across departments while keeping data secure, consistent, and efficient within your own Microsoft environment.

Can generated documents be converted to PDF and shared securely?

Yes. FlowForma converts generated documents to PDF and distributes them securely as part of the process, reducing manual steps and errors. Documents can be routed for approval and digitally signed, keeping distribution controlled and traceable.

How does FlowForma Document Generation support compliance?

FlowForma automatically tracks document versions, approvals, and audit trails, helping you meet internal policies and regulatory standards. Because documents are generated from validated process data with a complete record of every change and approval, compliance officers get the traceability they need without manual document management.

How is FlowForma Document Generation different from Word mail merge or standalone document tools?

Where Word mail merge or standalone document generators work in isolation from your processes, FlowForma generates documents directly from live workflow and form data as a step inside the process itself. That means no manual data entry or exports, plus built-in AI data extraction, version tracking, approvals, PDF conversion, digital signatures, and audit trails, all in one no-code platform native to Microsoft 365.

How quickly can I start generating documents with FlowForma?

FlowForma is built for rapid deployment. You can configure elegant templates with the no-code Word add-in and generate documents with a single click, with most customers seeing a fast return on investment. As Aon's Robbie Malloy put it, teams "can now build a fully functional flow in less than a day, which is much preferable to a six month project."

Generate Documents Automatically Inside Your Workflows