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.

 

FlowForma customers benefitting from Document Generation include:

  • TRIO LOGOS 

Business Leaders Use FlowForma Process Automation For:

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✔️ 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.

IT and Compliance Leaders Use FlowForma Process Automation For:

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✔️ 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.

What Makes FlowForma's Document Generation Unique

 

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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.


Why Mid-Size and Enterprise Organizations Choose FlowForma

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Rapid Deployment

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

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Generate Documents

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

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Robust Security

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

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Streamlined Compliance

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

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Dynamic Documents

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

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Scale Doc Generation

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

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Discover More AI-powered Features of FlowForma Process Automation

Copilot

  • With FlowForma Copilot, you can fast-track process automation with Agentic AI. Conversing with our copilot, you can create a high-level version of your business process in seconds.

Forms

  • Empower your business with FlowForma’s user friendly forms that ensure accurate, validated data collection, boosted productivity and accelerated processes.

Workflow

  • Standardize processes with FlowForma’s powerful workflow engine, providing automated communications, audit trails, seamless delegation etc. for simple to complex processes.

Insights

  • Take your reporting to the next level, by creating dashboards in minutes to assess all aspects of your processes and business data, all from within the FlowForma platform.

Governance

  • Allow IT departments to easily govern how FlowForma Process Automation is used across the business while empowering users to build and test in a controlled environment.

Integrations

  • The FlowForma Process Automation platforms integrates with thousands of other systems, empowering you to seamlessly send and receive data at any step in your processes.

Mobile App

  • Fill out and submit forms, review and approve documents and keep your business processes moving anywhere, anytime with the FlowForma Mobile App for iOS and Android.

Engage

  • FlowForma Engage empowers you to engage external stakeholders such as customers and suppliers in your internal digital business processes such as onboarding and vetting.

Cutting Automation Timeline from Half a Year to Hours with FlowForma

 

“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

 

Recognized By

 

 

G2 Ranking High Performer DPA-1

 

Forrester Wave - Icon for NHS Page-1

 

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Peoples Choice