Collect Form Data Seamlessly, Gain Real-time Visibility

 

FlowForma Forms is a powerful, intuitive component of our all-in-one no-code Process Automation platform, seamlessly integrating forms, workflows, insights, AI, and document generation.


Seamlessly integrated into processes, forms empower teams to collect data in real-time for each business step, while achieving a comprehensive audit trail for informed decision-making. AI-powered automation expedites form filling, accelerating your processes, enhancing overall efficiency, and saving time to work on value-added tasks.

 

FlowForma customers benefitting from Forms include:

NHS AON TRINITY LOGO

 

Business Leaders Use FlowForma Process Automation For:

Business-Leaders-flowforma

✔️ Managers & Process Owners: Build, track, and optimize digital forms to replace manual paperwork and streamline decision-making.

✔️ HR Professionals: Automate onboarding forms, compliance checks, employee requests, and approval workflows.

✔️ Finance & Procurement Teams:Simplify expense submissions, invoice forms, purchase requests, and vendor approvals with structured digital forms.

✔️ Operations & Project Managers: Create forms that connect teams, eliminate bottlenecks, and improve project visibility.

✔️ Customer Service & Support Teams: Use forms to capture, track, and route service requests, approvals, and escalations for faster resolution.

IT and Compliance Leaders Use FlowForma Process Automation For:

IT-Teams-Large-flowforma

✔️ IT Administrators: Deploy and integrate forms across systems while maintaining governance and platform security.

✔️ Compliance Officers: Standardize forms to meet audit, regulatory, and governance requirements with full traceability.

✔️ Data & Security Teams: Protect sensitive information with automated validations and secure audit trails built into forms.

✔️ System Architects: Design scalable digital form solutions to support enterprise-wide workflows.

✔️ Support & Operations IT Teams: Monitor form performance, resolve issues quickly, and ensure reliable data-driven processes.

What Makes FlowForma Process Automation Unique

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No-Code

With FlowForma Forms, there’s no need for coding expertise — business users and IT teams alike can quickly create and digitalize forms.

Powerful

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

 

 

AI-powered

Smart features such as Copilot, Discovery, AI Agent Rules, and Summarization enhance form creation and management.

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

AI-powered

AI-powered

Enhance processing with AI. Summarize form input, dynamic language translation, capturing voice to text, and more…

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Automated

Automated

Automatically interact with forms with back-office systems to pre-populate data.

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Data Validation

Data Validation

Validate data as it is captured in real-time by users across the business.

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production

Actions

Execute automated actions in the background using form data.

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Communications

Communications

Include form data in emails, documents, and other communications. 

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Logic

Logic

Use conditional logic to direct users to the most relevant data points.

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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.

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

FlowForma How It Works - Insights Learn More
  • 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

FlowForma How It Works - Governance Learn More
  • 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.

Intergations

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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

FlowForma How It Works - Engage See Details
  • FlowForma Engage empowers you to engage external stakeholders such as customers and suppliers in your internal digital business processes such as onboarding and vetting.

Document Generation

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

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.

55 Processes Automated In One Year


"The speed of development and the opportunity to involve process owners in creating their own FlowForma Forms is a game-changer. The ability to create workflows quickly with governance from IT, without being reliant on them, is critical. "
Martyn McKechnie
Head of Digital Identity,
Blackpool Teaching Hospital NHS

Recognized By

 

G2 Ranking High Performer DPA-1

 

Forrester Wave - Icon for NHS Page-1

 

ms-gold-partner

 

Peoples Choice

 

Frequently Asked Questions

What is FlowForma Form Automation?

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. 

How do FlowForma forms work?

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. 

Are FlowForma forms really no-code?

Yes. FlowForma Forms requires no coding expertise, so both business users and IT teams can create and digitalize 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. 

What AI features do FlowForma forms include?

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

Do FlowForma forms integrate with SharePoint and Microsoft 365?

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. 

Can FlowForma forms validate data as it's entered?

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. 

Who uses FlowForma Form Automation?

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. 

Can external people fill in FlowForma forms?

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 license for them. This extends form-based processes beyond your own organization while keeping data secure. 

Is there a mobile app for FlowForma forms?

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.

How quickly can I see value from FlowForma forms?

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