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
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.
Collaborate in Teams and link work to business processes
Review your group work and make individual assessments leading to group decisions
Distribute and execute work across your team
Focus team members on processes that lead to the achievement of business goals
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’.
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
Chief Technology Officer, FlowForma
Upload your existing documents, diagrams, or process notes; AI turns them into a working form and workflow automatically, ready to refine and launch.
A proven workflow engine to route and approve at scale, with AI agents that can complete tasks, check data, flag issues, and act on your behalf.
Full audit trails and controls over how processes run and how AI agents are allowed to act, so automation stays compliant, not just convenient.
Real-time visibility into every process, with AI automatically highlighting bottlenecks, delays, and trends so teams can act faster.
Having a one-stop shop that we can go to for a heads-up on a process, where we can see instantly if any action needs to be taken, has been indispensable.
Dustin Ray
Business Process Analyst, McKinley Irvin
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The ability to create workflows quickly, with governance from IT without being reliant on them, is critical. It’s a game-changer.
Martyn McKechnie
Head of Digital Identity, Blackpool Teaching Hospital NHS
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One of the biggest advantages was building on our existing systems while gaining far greater control. FlowForma’s powerful customization makes work easier across the business and makes my job easier too.
Robbie Molloy
Product Manager, Aon
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We are not dependent on IT to set up processes and they work with our existing templates in SharePoint. The flows look and feel familiar to what we were doing already so it was a smooth transition.
Lampros Arvanitis
BIM Manager, CVB Joint Venture (Tideway East)
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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.
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.
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.
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.
Almost any business process can be managed from Teams, including:
Business users can complete tasks while staying within their normal Teams workspace.
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.
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.
Yes. FlowForma sends notifications for new tasks, approvals, reminders and overdue activities directly into Microsoft Teams, helping users respond quickly and keeping projects moving.
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.
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.
Give your teams instant access to workflows, approvals, tasks and business processes, all within the Microsoft Teams environment they already use.