Native to Microsoft 365 & SharePoint

No-Code Workflow Automation, Built For Microsoft 365

The no-code workflow automation software for Microsoft 365. Forms, document generation, analytics, workflow and AI in one platform. Build and deploy enterprise workflows 10x faster.

  • 100% no-code. Business teams automate, IT governs
  • AI Copilot builds & optimizes flows from a plain-English description
  • Runs in your own M365 tenant, data never leaves and is secure
★★★★★  Rated 4.5/5 on G2 Microsoft AI Cloud Partner

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Trusted by global enterprises

Why FlowForma

Rapid Time To Value

No-code build and deploy in hours. Most teams see ROI after just three processes.

End-To-End Orchestration

Forms, workflow, documents, analytics and AI orchestrate any process, across teams and systems, in one platform.

Native & Governed

Runs in your own Microsoft 365 tenant. Mirrors your SharePoint permissions, fully audited.

How It Works

From Idea to Live Workflow in Hours

1

Design

Drag-and-drop form & workflow builder.

2

Automate

Approvals, document generation & AI rules.

3

Deploy

Go live in SharePoint & Teams — in hours.

See It In Action

People, Processes And AI Work Together to Drive Automation Outcomes

See how to design, automate and govern any business process, with workflows business teams can build and IT can trust.

 

The Platform

Your All-In-One Process Automation Platform

One platform replaces the patchwork of disconnected tools, so everything works together out of the box.

Leave request
Employee
Leave type
Dates
Submit

Forms

Smart, guided data capture that adapts as users complete it.
Change request flow
Create RFC17 Jul
Technical review17 Jul
Schedule workPending
Implement changePending

Workflow

Route, approve and orchestrate processes across teams.
Generated document
PDF · on-brand

Document generation

Produce accurate, on-brand, compliant documents automatically.
Process insights

Analytics

Real-time reporting and dashboards across every process.
Use Cases

Processes You Can Automate

End-to-end automation for every function — built for how you work.

IT

  • IT service requests
  • Access requests (ISO)
  • Joiner / mover / leaver
  • Change management
  • System access reviews

Compliance

  • Policy acknowledgements
  • GDPR processes
  • Audit & compliance tasks
  • Regulatory reporting
  • Data subject requests

Operations

  • Approvals
  • Project lifecycle management
  • Procurement & tenders
  • Quality management
  • Maintenance requests

Finance

  • Expense management
  • Purchase requisitions
  • Invoice approvals
  • Vendor management
  • Budget management

People & HR

  • Joiners, movers, leavers
  • Annual leave
  • Performance appraisal
  • Staff onboarding
  • Contract management

Customer Service

  • Client onboarding
  • Customer feedback
  • Complaints handling
  • Case management
  • SLA management

Health & Safety

  • Risk assessment
  • Incident management
  • Site inspections
  • Permit to work
  • Equipment inspections

Business & Admin

  • Document approvals
  • Travel requests
  • Facilities requests
  • Event management
  • Records management

Ready To Automate Your First Process?

No credit card. We'll take you straight to a walkthrough on your own processes.

Try Now →
FlowForma AI Suite

Your Team Brings The Judgment, AI Handles The Rest

AI built into the platform, not bolted on the side. Your people, processes and data work smarter together.

FlowForma Copilot

Build A Working Process Just By Describing It

Describe what to automate, or upload a process diagram, and Copilot fast-tracks the build, generating forms, workflow and approvals in seconds.

FlowForma Copilot AI
Build a vendor onboarding process with manager approval and a welcome document.
Generating your process…
Onboarding form
Manager approval
Welcome document
AI Agent
Vendor
Amount
Date

AI Agents

Read documents, extract and validate data, then return results to your forms.
Assistant
How can I help?
Summarize this request
3 approvals · £42k · low risk

AI Assistants

In-context assistants that guide users and summarize submissions.
Discovery
Invoice approval+38%
Leave requests+22%
12 opportunities found

Ambient Discovery

Surfaces automation opportunities across your organization.

Smarter automation. Faster outcomes. Confidently governed. →

Integrations

Native to M365, Integrates With 1,000s More Platforms

Seamlessly connect via APIs and custom connectors. FlowForma runs where your data already lives and 1,000s more platforms.

SharePoint SharePoint T Teams O Outlook Azure SQL Power Automate REST API …1,000s more
→
Security & trust

Enterprise-Grade Security And Governance

Built natively in SharePoint, deployed in your own Microsoft 365 tenant, your data stays secure and 100% under your control.

Your Microsoft 365 tenant Tenant-isolated
Runs inside SharePoint
Your data
Your content
Your security
Your control
Seamlessly embedded Granular permissions Full audit trail
Your data never leaves your tenant.
Secure

Runs entirely inside Microsoft 365, no data leaves your environment, ever.

Compliant

Built for compliance and full auditability, with a complete trail on every process.

Controlled

Mirrors your SharePoint permissions, and goes further, with granular control across sites, lists, libraries and items.

→
10x

Faster delivery

Build & deploy vs. traditional development

3

Processes to ROI

Typical payback for new customers

70%

Productivity improvement

Typical gain on automated processes

Based on outcomes reported by FlowForma customers.

Customer success

Fast, Proven Results For Every Process

Real outcomes from teams who replaced spreadsheets, email and legacy tools with FlowForma.

Case study
2Operational efficiency transformed by replacing InfoPath & Nintex with FlowForma
Morley College
★★★★★

“We needed to move beyond legacy systems like InfoPath and Nintex. With FlowForma, we didn’t just replace, we improved. The platform is easier to use, highly customisable, and scales with our college’s needs.”

Will Johnson, Morley College London
Will JohnsonHead of IS, Morley College London
Read the story →
Case study
3,0003,000 hours saved by automating permits to dig, project induction, and bitumen testing
Downer
★★★★★

“The time spent on admin tasks has been reduced significantly. Everyone is working smarter, and we’ve saved over 3,000 hours of work.”

Cameron Hyndman
Cameron HyndmanNational Digital Engineering Lead, Downer NZ
Read the story →
Case study
60%60% more efficient by automating job appraisals, client acceptance, and data access requests
Grant Thornton
★★★★★

“The more processes we’ve automated with FlowForma, the more the business sees the benefits. It’s much more business intuitive than other SharePoint apps.”

William McCann
William McCannIT Director, Grant Thornton
Read the story →
Case study
5555 processes automated driving better staff and patient care across accommodation requests, clinical safety checks, and onboarding.
NHS
★★★★★

“The ability to create workflows quickly, with governance from IT without being reliant on them, is critical. It’s a game-changer.”

Martyn-BTS-HP
Martyn McKechnieHead of Digital Identity, Blackpool Teaching Hospital NHS
Read the story →
Case study
40%EHS processes automated with 25% admin time cut and 40% more EHS observation data captured
PJ Hegarty
★★★★★

“Since deploying FlowForma there has been a significant increase in the quantity and quality of information gathered and shared in real time.”

Sinead Gaines Hegarty
Sinead GainesEHS Regional Manager, PJ Hegarty & Sons
Read the story →
Case study
4,000+4,000+ hours saved annually with streamlined workflows across trips, accidents and incidents, expenses, and risk assessment
Abingdon & Witney
★★★★★

“We have transparency and visibility we didn’t have before. I recommend FlowForma as it can save money, improve efficiency and give real-time visibility.”

Mark-Lay-HP
Mark LayFinance Director, Abingdon & Witney College
Read the story →
Case study
20%20% time savings with automated workflows across H&S, QA, compliance, onboarding, and training.
Coinford
★★★★★

“The major impact of using FlowForma is enabling all departments to be more efficient and have better visibility of what’s going on.”

Shaun Circle Testimonial
Shaun O’DonnellIT Director, Coinford
Read the story →
→
FAQ

Frequently Asked Questions

FlowForma is no-code workflow automation software built natively for Microsoft 365. It replaces a patchwork of separate tools by combining digital forms, workflow, document generation and AI in one platform, so business and IT teams automate processes without writing code.
Correct — FlowForma is 100% no-code. Business teams build and run forms and workflows themselves, while IT keeps governance and control. No developers or custom code required.
FlowForma is built natively on Microsoft 365 and SharePoint. It runs inside your own tenant, uses your existing identity and permissions, and needs no new infrastructure.
Yes. FlowForma lives in SharePoint and surfaces in Teams, so processes happen where your people already work — no separate portal to adopt.
Any business process — approvals, onboarding, requests, compliance, case management and more, across IT, HR, finance, operations, health & safety and customer service.
Natively with SharePoint, Teams, Outlook and Azure SQL, plus Power Automate, REST APIs and thousands more systems — so FlowForma fits your stack without rip-and-replace.
Yes. Your data never leaves your Microsoft 365 tenant. FlowForma mirrors your SharePoint permissions and gives a complete, auditable trail on every process.
Yes. FlowForma is a common migration path from InfoPath and Nintex, complements or replaces Power Automate, and gives you the process orchestration of a traditional BPM suite — as a no-code, governed, all-in-one platform with forms, workflow, document generation and analytics.

See FlowForma Working In Your Microsoft 365

Get a guided walkthrough on your own processes. No credit card, no commitment.

Try Now →

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