Dedicated to empowering you to automate business processes at speed, here you’ll find quick answers to some of the most common questions we get asked.
Have Question? We are here to help
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.
As organizations digitally transform and move away from paper, many often still need to create a record and have an electronic version of a document for various reasons. Employee or customer onboarding is a perfect example. A company may need to issue a contract of employment to a new hire. Instead of keeping a physical copy of that letter, they will want to have the ability to create an electronic record to hold on file against that new employee.
Similarly, when opening a new account at a bank or applying for a mortgage, the bank or lender will issue certain documents outlining terms and conditions. With FlowForma Document Generation, users can create documents within the FlowForma Process Automation platform quickly and easily as part of an overall process, with a complete record of creation and issue dates
Document creation is simple. FlowForma Process Automation users can install the Document Generation plugin directly from the Microsoft Store straight into their Word environment. After installation, the user will see a new FlowForma Doc Gen tab in all Word documents.
In the example of generating an employment contract in a new joiner workflow, HR departments can create one document template and add rules to that template. For example, for a sales role, you can insert targets and bonuses and define a rule that hides that information from the document for non-sales employees.
Types of data you could insert in the generated employment contract:
Documents are automatically stored in SharePoint and represented as a link inside the FlowForma form. For example in a document drafting process, FlowForma can take advantage of SharePoint’s document management features. It can apply permissions on the document and change those permissions as the workflow progresses, ultimately converting a editable draft document into a non-editable PDF at the end of the process.
Documents can be easily distributed using FlowForma’s email system, where you can attach documents to out going emails or share them via an accessible link to people inside and outside your organtisation.
"As with any new software there’s a mindset change for people, but it helps that they can see tangible benefits straight away. The more processes I’ve automated, the more the business sees the benefits and the more they want to use it. FlowForma Process Automation is completely different to other SharePoint apps; much more business intuitive."
- William McCann, IT Manager, Grant Thornton
1-2-1 Expert Support | Customized Trial | No Credit Card
%20(1).png)
.png?width=175&height=42&name=logo_20(1).png "FlowForma Process Automation"){kind=logo}
