FlowForma's AI-powered Process Automation Platform

 

FlowForma’s AI-powered Process Automation platform lets organizations orchestrate people, AI, and automation in intelligent, hybrid workflows that drive faster, smarter decisions.

 

Fully no-code and highly customizable, it’s enterprise-ready, globally scalable, and IT-governed.

 

Seamlessly integrated with SharePoint and Microsoft 365, all data stays secure in your own tenancy, while FlowForma enables rapid deployment, continuous iteration, and measurable ROI.                                    

 

 

 

 

Build Processes and Solutions Faster With AI

 

 

  • Everyone wants to digitize fast. FlowForma’s AI Copilot accelerates process creation like never before.

 

Upload a process diagram, text description, or documentation, and watch AI instantly prototype your workflow.

 

Add additional steps, questions, and logic with simple prompts, creating complete, ready-to-run processes in minutes.

 

<p style="font-weight: bold;">Try FlowForma Copilot</p>

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Speed up Process Execution with AI Agents

 

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Ready-to-use Agents For Common Tasks

Use pre-built agents to handle common tasks such as reminders, approvals, data validation, or document generation, instantly boosting efficiency.

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Build Your Own FlowForma Agent

Create custom FlowForma Agents tailored to your unique process needs, capable of performing automatic checks, approving routine steps, or completing tasks on behalf of users.

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Integrate and Eliminate Data Bottlenecks

Integrate with other systems to pull or push data automatically, eliminating bottlenecks caused by manual data entry.

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Monitor Execution in Real-time

Monitor execution in real-time, ensuring tasks are completed on time and exceptions are flagged immediately.

 

Your Data Is Safe and Secure With FlowForma

Data is secured in your own SharePoint Online service or Azure tenancy. 

 

 

 

Discover FlowForma Process Automation

Effortlessly automate everything from simple to complex processes, with an AI-powered platform that combines forms,
workflow, insights, governance, document generation, ready-to-go integrations and lots more.

Copilot

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  • 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.

AI Agent

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  • An intelligent assistant that automates tasks like reading documents, extracting data, validating content, and returning results to your systems.

Discovery Agent

FlowForma How It Works - Platform Features See Details
  • With FlowForma’s Ambient Process Discovery Agent, you can instantly turn conversations in meetings into ready-to-use workflows. Just talk, and your processes are captured in detail.

AI Summarization

FlowForma How It Works - Platform Features (1) See Details
  • An AI Summarization Agent that provides real-time, easy-to-read process snapshots, highlighting key decisions, blockers, and data for better visibility and auditing.

Forms

FlowForma How It Works - Forms Learn More
  • Empower your business with FlowForma’s user friendly forms that ensure accurate, validated data collection, boosted productivity and accelerated processes.

Workflow

FlowForma How It Works - Workflow Learn More
  • Standardize processes with FlowForma’s powerful workflow engine, providing automated communications, audit trails, seamless delegation etc. for simple to complex processes.

Insights

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  • 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

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  • 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.

Integration

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  • 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

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  • 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

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

Doc Generation

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  • FlowForma Document Generation enables users to effortlessly automate document creation at scale. Replace manual processes with professionally designed documents in just one click.

What Makes the FlowForma Process Automation Platform Unique

Watch The Latest Platform Showcase

 

 

No-Code

The FlowForma platform requires no coding, meaning both the business and IT can digitalize processes.

Powerful

FlowForma boasts a powerful forms and workflow engine, that can automate the most complex processes without writing code.

 

 

All-In-One

From AI-powered process automation to reporting, you have everything you need in one platform. 

Rapid ROI

Our customers get a significant return on investment after digitalizing 3 processes within our platform, no external partners needed.


Why Mid-Size and Enterprise Organizations Choose FlowForma

Rapid Automation

Rapid Automation

Companies choose FlowForma because it's the quickest way to automate processes. The addition of FlowForma Copilot enables users to create processes in minutes, making it faster than ever before.

accesable

Process Standardization

Automating processes in FlowForma ensures standardization of your processes across the organization, ensuring compliance and optimum user experience across the organization.

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AI-powered Efficiency

With AI at the core of its platform, FlowForma sets a new standard in operational excellence, streamlining processes now and empowering smarter operations for the future.

Better Reporting

Better Reporting

As companies become more data obsessed, FlowForma Insights empowers them with data-driven insights from dashboards within the platform - no need for third-party tool.

Seamless Compliance

Seamless Compliance

FlowForma provides customers with full transparency and traceability across processes, automatically capturing detailed records with an audit trail that meets compliance needs.

Data Control

Data Control

FlowForma delivers enterprise-grade security by keeping your data entirely within your environment. Stored securely in your own SharePoint Online tenancy, you maintain full control at all times.

How Customers Are Using FlowForma

 

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Morley College London

How Morley College London migrated from Nintex and InfoPath.
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Aon

How Aon created a single source of truth to support audits and compliance.

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NHS

Automating admin tasks across BTH NHS Foundation Trust.

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 Molloy
Product Manager, Aon

 

Recognized By

 

 

G2 Ranking High Performer DPA-1

 

Forrester Wave - Icon for NHS Page-1

 

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Peoples Choice

 

Frequently Asked Questions

Have Question? We are here to help

What is FlowForma Process Automation?

FlowForma is an AI-powered, no-code process automation platform built natively for Microsoft 365 and SharePoint. It combines AI Copilot, AI Agents, form automation, workflow automation, document generation, insights, and governance in a single enterprise-ready platform, letting business and IT teams automate processes without writing code, with all data staying secure in your own Microsoft tenancy. 

How does FlowForma work?

FlowForma brings people, AI, and automation together in one platform. You design a process using no-code forms and workflow logic, or let AI Copilot prototype it from a diagram or description. The workflow then routes tasks, captures validated data, and generates documents automatically, while Insights dashboards track progress and a full audit trail records every step. 

Is FlowForma really no-code?

Yes. FlowForma requires no coding, so both business users and IT can build and automate processes. Its forms and workflow engine handle everything from simple approvals to complex, multi-stage processes without a single line of code, and AI Copilot accelerates creation further by prototyping complete workflows from a prompt, diagram, or document. 

Does FlowForma work with Microsoft 365 and SharePoint?

FlowForma is built natively for Microsoft 365 and integrates directly with SharePoint, Teams, and Outlook. Because it runs inside your own Microsoft environment, your data never leaves your tenancy. FlowForma also connects with thousands of other systems, so you can send and receive data at any step in your processes. 

Where is my data stored, and is FlowForma secure?

Your data stays entirely within your own environment, stored securely in your SharePoint Online service or Azure tenancy, so you keep full control at all times. FlowForma is ISO 27001 certified and delivers enterprise-grade security, along with detailed audit trails and traceability that help you meet compliance requirements. 

What can FlowForma's AI do?

FlowForma's AI Copilot creates high-level processes in seconds from a diagram, text description, or documentation, which you refine with simple prompts. AI Agents then speed up execution by handling tasks such as approvals, data validation, and document generation, while the Ambient Process Discovery Agent turns meeting conversations into ready-to-use workflows.

What processes can I automate with FlowForma?

FlowForma automates processes from simple to complex across any department. Common examples include onboarding, IT incident management, ISO audits, claims management, procurement, and student enrollment. Because the platform is fully no-code and customizable, teams can standardize and automate almost any repeatable business process inside Microsoft 365. 

How quickly can I see results with FlowForma?

FlowForma is designed for rapid deployment and fast ROI. Most customers achieve a significant return on investment after automating just three processes, with no external partners needed. AI Copilot shortens build time from months to minutes, so teams can prototype, iterate, and go live far faster than with traditional development. 

Does FlowForma have a mobile app?

Yes. The FlowForma Mobile App for iOS and Android lets users fill out and submit forms, review and approve documents, and keep processes moving anywhere, anytime, without breaking the audit trail. The Mobile also works offline so is suitable for industries where workers may be location in remote environments.