FAQs

FlowForma makes automation easy for everyone. Forms, workflows, document generation, and analytics, all in one intuitive platform. Powered by AI, it helps you create automated business rules in minutes, so anyone can streamline processes and get more done, without coding

It is included in most Microsoft 365 plans, check with Microsoft to see if it is included in yours. You could alternatively purchase SharePoint Online as a standalone service if you do not already have it in your plan.

Yes, it does. FlowForma Process Automation uses SharePoint as a database to store workflow, data and documents, and integrates fully with it. 

FlowForma Process Automation empowers organizations to connect to thousands of systems and applications.
Using FlowForma’s Logic Apps Connector, we can easily create business rules in the FlowForma Process Automation app to integrate with any cloud-based system that also has a Logic Apps Connector.
Where an application does not have Logic App Connectors, we can integrate using REST APIs using our no code business rules.
 

Yes, we provide apps for Apple and Android devices to allow people to participate in processes remotely even while the device is offline.

Yes, FlowForma has a flexible template based document generation feature which also integrates with SharePoint's document management facility.

With FlowForma Insights you can seamlessly build dashboards within the product without needing 3rd party tools like Excel or Power BI.

Yes, external users can participate in external processes without having a Microsoft 365 account using FlowForma's Engage feature.

FlowForma’s Compliance module logs every significant action within a workflow—such as form starts, step submissions, business rule executions, e-signature captures, delegations, and pass-backs—recording who did what and when.  This provides a transparent, granular view of the entire process.

You can enable auditing at different levels—globally, on specific flows, or even on individual business rules—so that only relevant events are logged

Yes, you can.
As part of our customer onboarding process we have a SureStart program, which is designed to enable us to work with you to deliver your first process into production, making onboarding as smooth as possible for our new customers.
By availing of the SureStart program, we’ll work alongside you to make sure you get the most out of your investment in the least amount of time.
After the SureStart program, if you do not have the resources to build out additional processes, our process templates?

Core Product Support comes as standard with any FlowForma Process Automation license. Understanding all organizations have different support requirements, we are happy to offer customers additional support options. These include Premium Support for business flow configuration, custom software development and SharePoint platform environment, and/or Software Advisory Support to assist you during the creation of process flows.
Our support team are available to address any of your support issues from 9:00am to 5:30pm GMT, Monday - Friday. 

Yes. As a Microsoft 365-based solution, FlowForma benefits from enterprise-grade security, compliance, and governance features.

FlowForma has achieved ISO/IEC 27001:2013 certification, which covers its Information Security Management System (ISMS) and services such as Process Automation built on Microsoft 365. This certification was accredited by Certification Europe in May 2023

Yes. FlowForma can help you maintain audit trails, standardize processes, and ensure compliance with industry regulations.

FlowForma AI is an intelligent extension of the FlowForma Process Automation platform, designed to help users accelerate process creation, improve decision-making, and reduce repetitive manual tasks with the power of artificial intelligence.

No. Like the core FlowForma platform, FlowForma AI is designed for business users, enabling you to benefit from AI without coding or data science skills.

Special pricing options may be available—contact the sales team for details.

Yes! FlowForma allows you to customize forms to match your organization’s branding.

Yes, FlowForma is specifically designed to manage complex processes, offering a robust no-code platform that empowers business users to automate intricate workflows without the need for coding expertise.