Manage Workflows Directly Inside Microsoft Teams

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

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.

 Book a demo

 

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Use Case Examples
  • Document drafting, approval and issuing – collaborate in Teams and link work to business processes
  • Group assessment and decision making – review your group work and make individual assessments leading to group decisions
  • Work management – distribute and execute work across your team
  • 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 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 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’.

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FlowForma App - Workflow Software For Microsoft Teams - Benefits

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

Discover more AI-powered features of FlowForma Process Automation

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.

Discovery Agent

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  • 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.

Forms

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

Workflow

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  • 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 platform 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 Gen

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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.

Offering An Easy Way To Collaborate With Co-Workers

Paul Stone portrait - Explaining The FlowForma App - Workflow Software For Microsoft Teams

Paul Stone

Product Strategist, FlowForma

"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."

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.