Rated 4.5/5 on G2 Microsoft AI Cloud Partner

Manage Workflows Directly Inside Microsoft Teams

Enjoy full visibility of tasks, decision making capability and collaboration in the FlowForma app for Microsoft Teams.

Powering business critical processes for 300,000+ users

Powerful Process Collaboration

Microsoft Teams continues to grow in popularity at a rapid pace. It has become an important resource for businesses to host online meetings and communicate instantly with personnel, both internally and externally.

Imagine the power at your fingertips by taking your favorite communications tool, Microsoft Teams, and integrating it with an award-winning process digitization tool.

Sounds good doesn't it? Book your demo of our easy-to-use workflow software for Microsoft Teams.

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FlowForma App - Workflow Software For Microsoft Teams - Teams Logo

Use Case Examples

01

Document drafting, approval and issuing

Collaborate in Teams and link work to business processes

02

Group assessment and decision making

Review your group work and make individual assessments leading to group decisions

03

Work management

Distribute and execute work across your team

04

Focus on tasks that lead to meaningful business outcomes

Focus team members on processes that lead to the achievement of business goals

Discover FlowForma's Workflow Software for Microsoft Teams

FlowForma's Workflow Software for Microsoft Teams is an easy-to-use app that empowers users to instantly access processes awaiting their input..

FlowForma Process Automation App - Workflow Software For Microsoft Teams - Homepage
FlowForma Process Automation App - Workflow Software For Microsoft Teams - Onboarding Process

FlowForma Connectors also enable users to collaborate on a document in Microsoft Teams and then link that document back to a step in a process. For example, a user could create a Teams channel and work collaboratively as a team on a draft document. The process owner can then link the document to FlowForma Process Automation and process it through a set of revisions, to later convert into a final draft for approval and general release.

FlowForma Process Automation App For Microsoft Teams - Form List

FlowForma Process Automation tracks your progress on processes automatically. Meaning that while you use Teams to collaborate, and FlowForma Process Automation to link your efforts to business processes, the business can easily see how effective/productive remote collaboration is in relation to the achievement of the overall business goals. This is vital as businesses look to implement new ways of working, embracing change and adapting to the ‘new normal’.

The Benefits

Instant access via Teams to a dashboard displaying the tasks you need to complete

Get notified as steps in your processes get completed or warnings when tasks are delayed

Make decisions collectively as a team by submitting individual scores on a task/challenge/issue to then review during a Teams meeting

As Microsoft Teams continues to grow in popularity enabling collaboration among work teams, FlowForma users will now have full visibility of tasks through our workflow software for Microsoft Teams.

With the app, our users can now view tasks that they are required to complete whilst also receiving notifications if a task is delayed, ensuring productivity and transparency for the entire team. They can also make meetings more productive with collective decision making and collaborative processes.

Gerard Newman

Gerard Newman

Chief Technology Officer, FlowForma

Offering An Easy Way To Collaborate With Co-Workers

Recognized as an industry leader in process automation

G2 Best Estimated ROI G2 High Performer, Workflow Management G2 High Performer Enterprise EMEA, No-Code Development Platforms G2 Best Support

Frequently Asked Questions

Does FlowForma work inside Microsoft Teams?

Yes. FlowForma runs inside Microsoft Teams, allowing users to receive notifications, complete tasks, approve requests, and launch workflows without switching applications. Teams becomes the central workspace where employees can collaborate while FlowForma manages the underlying business process.

Can users approve workflows directly in Microsoft Teams?

Yes. Approvers receive notifications in Microsoft Teams and can review and complete workflow tasks without leaving Teams. This helps speed up approvals while keeping conversations, documents and decisions together in one place.

How does FlowForma improve Microsoft Teams workflows?

FlowForma adds structured business process automation to Microsoft Teams. While Teams is designed for collaboration and communication, FlowForma provides digital forms, workflow automation, document generation, approvals, audit trails and AI-powered process automation to ensure work is completed consistently and compliantly.

Can FlowForma automate approval processes in Microsoft Teams?

Yes. You can automate simple and complex approval processes directly within Microsoft Teams. Workflows can include multiple approvers, conditional routing, escalations, reminders, delegated approvals and complete audit histories, making them suitable for enterprise governance.

What business processes can be managed in Microsoft Teams with FlowForma?

Almost any business process can be managed from Teams, including:

  • Employee onboarding
  • Purchase requests
  • Leave requests
  • Contract approvals
  • Health & safety inspections
  • IT service requests
  • Compliance reviews
  • Policy sign-offs
  • Document reviews
  • Quality assurance processes

Business users can complete tasks while staying within their normal Teams workspace.

Can FlowForma integrate Microsoft Teams with SharePoint?

Yes. FlowForma is built natively on Microsoft 365 and SharePoint. Workflow data, documents and process history remain securely within your Microsoft 365 tenant while Teams provides the collaboration interface. This allows organisations to automate processes without moving data outside their Microsoft environment.

Does FlowForma support document collaboration in Microsoft Teams?

Yes. Teams users can collaborate on documents while FlowForma controls the approval workflow. Documents can move through drafting, review, revision, approval and publishing while maintaining version control and a complete audit trail.

Can I receive workflow notifications in Microsoft Teams?

Yes. FlowForma sends notifications for new tasks, approvals, reminders and overdue activities directly into Microsoft Teams, helping users respond quickly and keeping projects moving.

Is FlowForma secure for Microsoft Teams workflow automation?

Yes. FlowForma is deployed within your own Microsoft 365 tenant. Workflow data remains in SharePoint and Azure services under your organisation's existing security, compliance, identity and governance policies, providing enterprise-grade protection for business processes.

Is FlowForma a replacement for Microsoft Teams Workflows?

FlowForma complements Microsoft Teams by providing enterprise-grade process automation. While Teams includes basic workflow capabilities, FlowForma enables organisations to build sophisticated business processes with AI, dynamic forms, document generation, integrations, governance, reporting and advanced approval logic—all without coding.

Bring process automation into Microsoft Teams

Give your teams instant access to workflows, approvals, tasks and business processes, all within the Microsoft Teams environment they already use.