AI Powered Forms

FlowForma Form Automation is the no-code, AI-powered forms component of the FlowForma Process Automation platform. It replaces paper and manual forms with dynamic digital forms that capture, route and process data automatically inside Microsoft 365 and SharePoint. Forms integrate seamlessly with workflow, insights, AI and document generation, so teams collect validated data in real time at every process step.

You build a form using FlowForma's no-code builder, adding fields, conditional logic and validation rules without writing code. As users complete the form, data is validated in real time, can pre-populate from back-office systems, and triggers automated background actions. The form feeds directly into the connected workflow, and every step is recorded in a full audit trail.

Yes. FlowForma Forms requires no coding expertise, so both business users and IT teams can create and digitalise forms. The same powerful forms and workflow engine handles everything from simple requests to the most complex, multi-step processes, all without a single line of code.

FlowForma brings AI into form creation and processing through Copilot, the Ambient Process Discovery Agent, AI Agent rules and AI Summarisation. These features speed up form building and enhance form handling with capabilities such as summarising form input, dynamic language translation and capturing voice to text, saving time so teams can focus on value-added work.

FlowForma Form Automation is native to Microsoft 365 and SharePoint, so your data stays securely within your own tenancy. Forms also connect to back-office systems to pre-populate data automatically and integrate with thousands of third-party systems, letting you send and receive data at any step in a process.

Yes. FlowForma validates data in real time as users capture it across the business, reducing errors at the point of entry. Conditional logic guides each user to the most relevant fields, keeping submissions accurate, complete and consistent every time.

FlowForma forms are used across business and IT teams. Managers and process owners, HR, finance and procurement, operations and customer service teams use them to replace manual paperwork and streamline approvals, while IT administrators, compliance officers and security teams use them to deploy forms with governance, traceability and audit-ready records. Customers include the NHS, Aon and Trinity.

Yes. FlowForma Engage lets you involve external stakeholders such as customers and suppliers in your internal digital processes, like onboarding and vetting, without requiring a licence for them. This extends form-based processes beyond your own organisation while keeping data secure.

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, with the full audit trail preserved.

FlowForma is built for rapid ROI. Most customers see a significant return on investment after digitalising just three processes, with no external partners needed. Blackpool Teaching Hospital NHS automated 55 processes in a single year using FlowForma.