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Empowering Automotive Dealerships With AI-powered Process Automation 

In today’s fast-paced automotive dealership industry, digitalisation and innovation are no longer optionalm, they are essential to staying competitive. FlowForma's AI-powered process automation platform helps accelerate this transformation, enabling dealerships to modernise operations quickly and effectively.

FlowForma is proven to streamline and speed up processes across the entire organization from HR and finance to stock management, quality inspections, and customer service, eliminating manual effort and reducing delays at every stage.

At a time when skills shortages persist, resilience is critical, and competition continues to intensify, automotive manufacturers and retailers are turning to process automation to overcome operational challenges, boost efficiency, and remain agile in a rapidly evolving market.


Automating Business-Critical Processes For Automotive Dealerships 

   Customer Onboarding & Sales

Automotive retailers often juggle multiple touchpoints from initial customer interest through to purchase and delivery. FlowForma can automate the entire customer onboarding and sales lifecycle, capturing leads, triggering approvals, routing contracts, and generating required documentation without manual handoffs. This reduces errors, accelerates sales close times, and ensures a consistent experience for buyers from first contact to handover.

  Test Drive & Service Scheduling

Managing test drives and after-sales service appointments manually — via phone or disparate systems — can be time-consuming and prone to miscommunication. FlowForma enables automated scheduling workflows that let customers book test drives and service slots online, trigger notifications to teams, and send reminders to customers. This not only improves customer convenience but also maximises bookings and resource utilisation.

  Inventory & Stock Management

Accurate vehicle and parts inventories are fundamental for competitive dealership operations. FlowForma digitalises stock tracking and inventory control, offering real-time visibility into vehicle availability, parts levels, replenishment triggers, and reporting dashboards. By removing manual processes, dealerships gain better stock accuracy, faster order workflows, and clearer insights for data-driven decisions.

  Warranty & Recall Management

Handling warranty claims and recall checks can be complex, requiring cross-referencing VINs, notifying customers, scheduling repair actions, and generating documentation. FlowForma automates these processes, improving safety-related workflows, ensuring compliance with manufacturer requirements, and reducing the administrative burden on after-sales teams so they can focus on service quality.

  HR & Workforce

Dealerships rely on efficient employee onboarding, training tracking, uniform and system access requests, performance reviews, and leave approvals. FlowForma standardises and automates these HR processes, eliminating paper forms and email chains, improving transparency, and freeing HR teams to concentrate on strategic initiatives that enhance workforce engagement and retention.

  Compliance, Quality Checks & Reporting

Retailers must conduct frequent quality inspections, safety audits, and compliance checks, from delivery condition reviews to health & safety processes. By digitizing these checks with automated forms, workflows, and reporting tools, FlowForma improves accuracy, provides clear audit trails, and supports continuous improvement — all while reducing costly delays and risks associated with manual quality-assurance tasks.

Your Auto Dealership Copilot

Automate any auto dealership process with FlowForma Copilot.

Just type a text prompt or upload a process diagram, and let AI do the rest.

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The FlowForma Advantage for Automotive Retailers

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Rapid Process Automation

From vehicle inquiries to test drive bookings, service appointments, sales approvals, and delivery paperwork, FlowForma automates every step, eliminating manual bottlenecks and freeing your team to focus on selling and servicing vehicles.

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AI‑Enhanced Workflows

AI capabilities automate data capture, validation, VIN lookups, and customer details, ensuring each process runs faster and with fewer errors. Intelligent routing and recommendations help your staff deliver exceptional service with less effort.

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Seamless Compliance & Audit Control

Track, enforce, and audit compliance with industry regulations, safety inspections, warranty policies, and service standards across all processes. FlowForma gives you a clear audit trail, reducing risk and increasing accountability.

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Connected Systems & Real‑Time Data

Integrate seamlessly with your CRM, DMS, parts inventory systems, and customer communication tools to ensure accurate and consistent information flows across all platforms, from lead capture to sale and after‑sales service.

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Powerful Analytics & Reporting

Gain real‑time visibility into operations with dashboards that highlight workflow performance, service loads, sales bottlenecks, and customer satisfaction trends. Use actionable insights to make smarter business decisions.

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Exceptional Customer Experience

Faster test drive scheduling, smooth sales approvals, timely service booking, and proactive recall communication create a superior customer journey, boosting retention, loyalty, and dealership reputation.

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Resources To Power Your Automation Journey

#faqs

Frequently Asked Questions

What is FlowForma Process Automation for the automotive industry?

FlowForma is a AI-powered digital process automation tool that helps automotive dealerships and manufacturers streamline workflows, reduce manual tasks, and improve operational efficiency across departments.

What platform does FlowForma run on?

FlowForma is a cloud‑native, AI‑powered digital process automation platform that runs within the Microsoft 365 ecosystem and is deployed in your organisation’s SharePoint Online environment, so your data stays under your control

Where is my data stored?

FlowForma is deployed within your Microsoft 365 SharePoint Online environment, ensuring that all data resides in your organisation’s secure tenancy. This single-tenancy model means your data is isolated from other organisations, giving you full control over access, compliance, and security settings. FlowForma adheres to enterprise-grade security standards, including data encryption at rest and in transit, role-based access control, and audit logging.

Is FlowForma a no‑code platform?

Yes, FlowForma’s no‑code interface allows users to build and modify automated workflows without needing development skills

How can FlowForma streamline vehicle sales approvals at dealerships?

Dealerships can automate pricing approvals, discount authorizations, and finance offers, reducing paperwork and speeding up the sales process.

How does FlowForma improve compliance with dealership reporting requirements?

By standardizing workflows and maintaining digital audit trails, dealerships can quickly generate reports for regulatory compliance and internal audits.

How does FlowForma help with quality and compliance in automotive?

Automated workflows can standardize quality checks and compliance reporting, reducing errors and ensuring consistent adherence to industry standards.

What systems can FlowForma integrate with?

FlowForma integrates with thousands of systems and applications, enabling you to send and receive data at any point in your process, keeping workflows connected with existing tools.

Can FlowForma help monitor vehicle maintenance and warranty claims?

Yes, automated workflows can track warranty expiration, maintenance schedules, and claim submissions to ensure timely follow-up.

How can FlowForma improve internal dealership approvals?

Managers can automate approvals for purchase orders, supplier contracts, or employee requests, cutting down delays and emails.

Can dealership finance and insurance (F&I) processes be automated?

Yes, workflows for credit checks, document submission, and loan or insurance approvals can all be streamlined digitally.

Can customer onboarding and follow-up be automated for dealerships?

Yes, from capturing new customer details to sending service reminders or sales promotions, FlowForma ensures consistent and timely communication.