Frequently asked questions

FlowForma Process Automation is an AI-powered, no-code process automation platform built natively for Microsoft 365 and SharePoint Online. It combines AI Copilot, AI Agents, form automation, workflow automation, document generation, insights, and governance in a single enterprise-ready platform, letting business and IT teams automate processes without writing code.

FlowForma Process Automation is designed for business users—the process experts in departments like HR, Finance, and Operations—to build their own automated solutions. It takes the burden off the IT department, allowing them to provide governance while business managers create and test processes in a controlled environment. This self-service model helps scale automation across the organization.

Organizations can automate processes in a matter of days or weeks, not months. As part of the onboarding service, FlowForma's team works with you to build out your first process, ensuring you see value quickly.

FlowForma Process Automation is built on Microsoft 365 and SharePoint Online, so the documents and files generated by your processes are stored in SharePoint Online and protected by your existing security policies. This is a key reason why FlowForma Process Automation is trusted by clients in highly regulated industries like finance and healthcare.

Yes, FlowForma Process Automation is specifically designed to handle complex, multi-step processes that other tools struggle with. It easily manages workflows that involve external stakeholders, require moving backward and forward for approvals, and integrate with multiple other systems. Many customers choose FlowForma Process Automation because of its ability to automate these challenging, real-world scenarios.

Customers often report a significant return on investment after digitalizing just three processes in FlowForma Process Automation. The ROI comes from reduced administrative errors, faster process completion times, and freeing up staff from manual work to focus on more valuable tasks.

FlowForma Process Automation brings people, AI, and automation together in one platform. You design a process using no-code forms and workflow logic, or let AI Copilot prototype it from a diagram or description. The workflow then routes tasks, captures validated data, and generates documents automatically, while Insights dashboards track progress and a full audit trail records every step.

Yes. FlowForma Process Automation requires no coding, so both business users and IT can build and automate processes. Its forms and workflow engine handle everything from simple approvals to complex, multi-stage processes without a single line of code, and AI Copilot accelerates creation further by prototyping complete workflows from a prompt, diagram, or document.

FlowForma Process Automation automates processes from simple to complex across any department. Common examples include onboarding, IT incident management, ISO audits, claims management, procurement, and student enrollment. Because the platform is fully no-code and customizable, teams can standardize and automate almost any repeatable business process inside Microsoft 365.

FlowForma Process Automation has three plans, all billed annually: Essentials for up to 3 processes, Professional for up to 30 processes, and Enterprise for widespread process automation, priced on your process estate. Every plan includes onboarding, unlimited forms, unlimited document generation and external users. See current prices in euros, pounds and dollars on our pricing page.

Absolutely. The licensing model is designed to let you start small and scale up as you see success. The Essentials package allows you to automate up to three processes, which is a great starting point for targeting a few high-value areas like HR offboarding or contract approvals. You can then move to a larger plan as adoption grows across other departments.

Yes. If none of the published plans fits your needs, our team will put together a plan built around your organization, with bespoke pricing based on your specific automation needs. Contact us to discuss pricing.

No. The published plans are for FlowForma Process Automation only. FlowForma Contract and FlowForma Assure are separate products with their own pricing. Contact our team for a quote on either product.

FlowForma AI, including FlowForma Copilot and AI Agents, is included in the Professional and Enterprise plans, with fair usage limits. On the Essentials plan it is available as an add-on.

In FlowForma Process Automation, a process is defined by the complete end-to-end process required to achieve a specific business outcome. It brings together people, data, decisions, and approvals into a single, structured workflow that can be easily executed, tracked, and optimized.

A process is defined by several key elements:

• Stages and steps that represent each phase of the process from initiation to completion
• Forms and data capture to collect the right information at the right time
• Roles and responsibilities to ensure tasks are assigned to the correct users or groups
• Rules, conditions, and logic to drive decisions, branching paths, and escalations
• Approvals and governance to maintain control, compliance, and auditability
• Notifications and integrations to keep stakeholders informed and systems connected

Example: For a Purchase Request process, FlowForma Process Automation defines how a request is submitted, what information is required, when approvals are triggered based on value or department, and how the request progresses through finance and procurement before completion. Every step is visible and auditable, ensuring consistency and accountability.

FlowForma provides onboarding services with every plan. The goal is to accelerate your time-to-value, getting you up and running with digital processes quickly (first processes live in a few weeks), and to ensure you can use the platform independently.

No. The document generation feature allows you to create unlimited Word and PDF documents from your process data.

Advisory Services is a premium add-on that gives you direct access to FlowForma experts for ongoing enablement, best-practice guidance, and support.

FlowForma includes core product support with the standard license.

• This means you receive regular feature updates, bug fixes, and general technical support under a defined SLA.
• For more advanced needs, for example bespoke configuration, custom development or environment support, FlowForma offers Premium Support or Consultancy Days as paid, additional services.

FlowForma Process Automation's AI Copilot creates high-level processes in seconds from a diagram, text description, or documentation, which you refine with simple prompts. AI Agents then speed up execution by handling tasks such as approvals, data validation, and document generation, while the Ambient Process Discovery Agent turns meeting conversations into ready-to-use workflows.

AI Agent Rules are AI steps you place inside a FlowForma Process Automation workflow to carry out an instruction. You give the agent a plain-English instruction, such as “read this invoice and extract the supplier name and total amount,” and it performs that action. Agents can read documents, extract structured data, validate content, and return the results to a form or another system.

AI agents are perfect for processes that rely on reading documents, as they can automatically read uploaded PDFs or Word documents, extract key information like premiums, coverage details, or contract clauses, and populate that data directly into your workflow forms. This eliminates hours of manual data entry and reduces the risk of human error. For example, AI can compile a quote comparison report by reading quotes from three different insurers automatically.

The AI Summarization Agent can be triggered at any stage in a workflow to provide a real-time, natural language summary of the process so far. This summary highlights key decisions made, identifies any blockers or unusual activity, and includes relevant comments or data. It's an excellent tool for improving auditing and giving stakeholders a quick, easy-to-digest update on a process's status.

Smart Assistants provide AI-powered help for both the people building processes and the people using them. For builders, the assistant offers guided setup and auto-suggestions to streamline configuration. For process users, it allows them to use natural language to start a workflow (e.g., “I want to make an insurance claim”) and provides AI-led assistance with form filling, requiring zero training to engage with complex processes.

No, your data is not used for training. FlowForma Process Automation's built-in AI uses Microsoft's Azure OpenAI Service: each AI request is a one-time transaction, and the AI does not store or learn from information about your organization. If you bring your own AI configuration, the terms of your own AI provider apply.

Yes, the AI within FlowForma Insights is designed to analyze your process data to automatically highlight delays, inefficiencies, and bottlenecks. It can analyze usage patterns and suggest process improvements, turning raw data into actionable intelligence. This allows you to make smarter, data-driven decisions to continuously optimize your operations.

Yes, you can configure an AI agent to make recommendations or decisions based on predefined criteria. For an insurance claim, you could instruct the agent: “You are an insurance claims evaluator. Return 'Approved' or 'Denied' based on the following eligibility criteria.” While a human will always be needed for final oversight, this can dramatically speed up the initial evaluation and filtering of requests.

FlowForma Copilot is an AI process builder inside FlowForma Process Automation. You describe a process in plain English and Copilot generates a first-draft workflow in the FlowForma Process Automation designer, which you then refine. It works without coding or technical skills.

You can interact with Copilot in several ways. You can simply type a description of your process (e.g., “Build me a three-step approval process for purchase requests”), upload an existing paper-based form or a process diagram, or even take a photo of a whiteboard session and feed it to Copilot. It will then interpret your input and build the corresponding process structure.

Yes, the process Copilot creates is just a starting point that you can easily refine. You can continue to use natural language to prompt changes, such as “add a fourth step for CEO approval” or “change the priority question to severity.” You can also switch to the traditional drag-and-drop designer to make more detailed adjustments to the questions and business logic.

Not necessarily. Copilot is designed to help even if you aren't a subject matter expert, as it draws on a wealth of industry best practices to guide you. If you need to build an offboarding process for HR but don't know all the steps, you can ask Copilot to build one for a third-level education institute, and it will give you a solid, standards-based template to start from.

Copilot can interpret a variety of inputs to understand your process. This includes paper-based forms, PDF documents, flowchart diagrams, swim lane diagrams, and even photos of a whiteboard where you've sketched out a process. This flexibility allows you to start from whatever existing process documentation you have.

Copilot is a tool that both business and tech teams can use together to quickly map out and visualize a process. A business user can describe what they need in plain English, see it built instantly, and give real-time feedback to a technical resource. This collaborative approach ensures everyone is on the same page and dramatically speeds up the requirements-gathering phase.

Copilot's main purpose is to fast-track the initial creation of the process structure and its high-level components. While it builds a very functional starting point, you will likely want to use the flow designer to fine-tune the details, such as configuring specific business rules, setting up integrations, or branding the forms. It gives you a working starting point in seconds.

The FlowForma Ambient Process Discovery Agent turns spoken conversations from meetings into draft workflows. It listens during a discussion, captures the steps and decisions described, and produces a structured process in the FlowForma Process Automation designer for review.

You can have a normal conversation during a team meeting to map out a process, and the agent listens in the background without disrupting your flow. It captures all the steps, decisions, and details discussed during the conversation. Within minutes of the meeting ending, it provides a structured, ready-to-review process in the FlowForma Process Automation designer.

The main benefit is a massive time saving for both business and IT teams. It allows you to skip lengthy, formal process mapping workshops and the tedious task of creating manual documentation. This accelerates the move from idea to automation significantly.

The agent is designed to capture every detail discussed, ensuring that no steps, ideas, or requirements are missed or forgotten. By capturing the process as it's being naturally discussed, it often results in a more complete and accurate representation of how the work is actually done.

The output is a ready-to-use workflow structure within the FlowForma Process Automation platform. You can then open this workflow in the flow designer to make any final tweaks, add specific business logic, or configure integrations before making it live. It essentially automates the entire process documentation and initial build phase.

This tool is incredibly useful for business analysts, operations leaders, and IT teams who are responsible for documenting and automating processes. It helps anyone who has ever sat through long workshops trying to get stakeholders to agree on a process map. It makes the process of discovery and documentation collaborative and effortless.

No, it empowers them. The agent captures the expertise shared by process experts during a conversation, turning their knowledge directly into a functional workflow without the need for a separate documentation step. It makes the transfer of knowledge from the expert to the automation platform seamless and immediate.

FlowForma Process Automation workflow automation routes work between people and systems without code. FlowForma Process Automation handles approvals, notifications, delegation, escalation, and audit trails, and supports multi-step processes that move backward for revisions or forward for approvals.

FlowForma Process Automation automates tasks such as approvals, routing documents to the right people, and sending notifications to keep work moving. If a task is overdue and at risk of breaching its service level agreement (SLA), the workflow can send automated reminders or escalate the task to a supervisor to ensure accountability. This removes the need for manual follow-ups and emails.

Yes, FlowForma Process Automation is designed to manage cross-departmental tasks and eliminate bottlenecks between teams. You can create a core “master” process and then deploy slightly different versions to various faculties, allowing for tailored adjustments while maintaining a standardized university-wide workflow. This approach empowers individual departments while ensuring central governance.

FlowForma Process Automation provides complete visibility through real-time dashboards that show where every process is, who is responsible for the next step, and if it is on schedule. These dashboards allow managers to see the volume of work at each stage of a process and identify bottlenecks before they cause major delays. This eliminates the “finger-pointing” that happens with manual, email-based processes.

No, you do not need any coding skills as FlowForma Process Automation is a 100% no-code platform. The intuitive interface allows business users and process experts to build and maintain their own workflows using simple drag-and-drop actions. This enables the experts who understand the process most deeply to design their own solutions independently, while still involving IT when needed to ensure governance and compliance.

Yes, FlowForma Process Automation excels at managing complex processes that are not strictly linear. A workflow can easily be sent backward to a previous step if a manager requests more information or a correction needs to be made. This flexibility is crucial for real-world approval cycles where revisions are common.

Yes, using the FlowForma Engage feature, a workflow can be initiated by an external stakeholder through a public link on your website. For example, a student could fill out an application form, which then automatically kicks off an internal review and approval workflow within the university. This feature is widely used by our higher education and insurance clients for student applications and customer claims submissions.

FlowForma Forms are no-code digital forms used to collect data at each step of a process. Business users build and edit forms without code, and FlowForma Process Automation connects them to workflows and document generation. Forms support validation, conditional logic, and pre-population from other systems.

The forms have built-in data validation rules that check information in real-time as the user is typing. You can make fields required to prevent incomplete submissions and use conditional logic to guide users to only the most relevant questions. This ensures that the data going into your process is accurate from the very start.

Yes, forms can automatically interact with your back-office systems, like a CRM or ERP, to pre-populate fields with existing data. For example, when an employee starts an expense claim, the form could automatically pull their name and department from your HR system. This saves time, reduces manual entry, and improves data consistency.

Yes, all forms are mobile-friendly and can be accessed anywhere, anytime through the FlowForma Mobile App for iOS and Android. The app also supports full offline capability, allowing users in the field without internet access to continue filling out forms and completing tasks. They can then submit their work once they regain connectivity.

FlowForma Process Automation forms support a wide range of advanced fields beyond simple text boxes. This includes repeating tables for entering line items like expenses or cost estimates, wet signature fields for sign-offs, and location questions that capture GPS coordinates. You can even embed spreadsheet-like functionality directly into a form with calculated columns and running totals.

Yes, the FlowForma Engage feature allows you to securely share forms with external stakeholders like customers, suppliers, or students. You can embed a public link on your website for processes like customer onboarding or student applications. This allows external users to submit information without needing an internal company account.

AI is used to accelerate and simplify form interactions in several ways. AI can summarize form inputs, provide dynamic language translation, and enable voice-to-text data entry. Additionally, AI Agent Rules can read uploaded documents and automatically extract data to fill in form fields for the user, saving significant time and effort.

FlowForma Document Generation creates documents automatically from workflow data using a no-code Microsoft Word add-in. FlowForma Process Automation populates a Word template with data collected in a form or workflow, then outputs the finished document, which can be converted to PDF. It is used for contracts, quotes, reports, and similar documents.

AI plays a crucial role by ensuring documents are automatically filled, summarized, and tailored using live data from workflows. It automates data extraction and validation to produce intelligent, customized digital documents with greater speed, accuracy, and compliance. Specific AI features that enhance document creation include Copilot, Discovery Agent, AI Summarization, and AI Agent Rules.

FlowForma Document Generation is used by various roles across an organization. HR professionals can automate onboarding documents and approvals, while finance and procurement teams can streamline invoice generation and contracts. For IT and compliance leaders, it helps manage workflow deployment, ensure documents meet regulatory and audit requirements, and maintain secure audit trails.

No, you do not need any coding knowledge or prior experience. FlowForma Process Automation is a no-code solution, allowing you to create and manage documents without relying on IT support. You can configure professional templates using the no-code Microsoft Word add-in.

FlowForma Process Automation provides robust security and helps streamline compliance by automatically tracking document versions, approvals, and audit trails. This ensures that all generated documents adhere to internal policies and regulatory standards. Documents can be distributed securely and easily converted to PDF format, which reduces manual errors.

Yes, the feature is designed to scale across departments by integrating with Microsoft 365 and other enterprise systems. This ensures security, consistency, and efficiency as you expand its use. The broader FlowForma Process Automation platform is built to connect with thousands of applications, ensuring that data flows smoothly across your entire digital ecosystem.

FlowForma Insights is the analytics feature in FlowForma Process Automation. Process owners build dashboards and reports on process data without code, and an AI assistant lets you query the data in natural language. Data updates as process steps complete.

It is designed specifically for process owners who need visibility into their processes and business leaders who need real-time visibility into their overarching operations. The no-code, no-configuration interface empowers non-technical users to build their own dashboards in minutes. This puts the power of data analysis directly into the hands of the people who manage the processes.

The Insights feature includes an AI Data Assistant that lets you explore your dashboard data simply by asking questions in natural language. The AI also works in the background to automatically analyze your data, instantly highlighting process delays, inefficiencies, and usage patterns that you can act on to improve performance. This helps you make smarter, faster decisions.

Process Insights focus on the performance of your automated workflows, helping you track metrics like what's on time versus overdue, the most-used workflows, and end-to-end process timelines. Business Insights allow you to go further by using the data collected within your forms to create intelligent charts about your actual business operations. For example, you could analyze spending trends from expense claim forms.

You can create dynamic dashboards at the touch of a button, in just a matter of minutes. The no-code interface allows you to simply select the chart type you want, choose the data you want to analyze from your processes, and the chart will appear instantly. This makes it easy to explore your data and build tailored reports without any delay.

Yes, you can easily share your insights with others to drive collaboration and ensure everyone is aligned on performance. You also have the option to keep your dashboards private if you want to focus on your own unique analysis. This flexibility allows you to use the tool for both team-wide reporting and individual data exploration.

Yes, FlowForma Insights provides real-time visibility into your ongoing processes and business data. The dashboards are updated every time a step in a process is completed. This means your senior leadership team can make confident decisions based on the most current information available.

Yes. FlowForma Process Automation is built natively on Microsoft 365. SharePoint Online and Microsoft Entra ID are required, as they provide storage and identity. Other Microsoft services — such as Teams, Outlook, and Power BI — are optional; they enhance FlowForma Process Automation but aren't needed to run it.

Yes. FlowForma Process Automation uses SharePoint Online as its foundation. Workflow data and generated documents are stored in SharePoint Online document libraries, and process permissions build on SharePoint Online's permission model.

FlowForma Process Automation works with organizations on Microsoft 365 plans that include SharePoint Online and Microsoft Entra ID.

Yes. FlowForma Process Automation integrates with Outlook for email notifications and email-based approvals, so approvers are alerted and can act on tasks directly from their inbox, and workflow documents can be attached to outgoing communications.

Yes. FlowForma Process Automation uses Microsoft Entra ID for authentication and identity. Users sign in with their existing Microsoft 365 accounts through single sign-on, and FlowForma Process Automation respects the users and security groups you already manage in Entra when assigning tasks and permissions.

FlowForma Process Automation works within the Microsoft ecosystem and uses Microsoft's APIs, including Microsoft Graph, to work with Microsoft 365 data such as users, groups, and content where a process needs it.

Yes — they're complementary. Power Automate is well suited to simple, task-to-task automation between apps, while FlowForma Process Automation handles complex, multi-step human processes that need forms, approvals, routing, and documents. Many customers use both, and FlowForma Process Automation can work alongside Power Automate through its connector on the Microsoft Connector Framework, so an event in one can trigger the other.

They solve different problems. Power Apps is a low-code platform for building custom applications. FlowForma Process Automation is a 100% no-code platform focused on forms, workflow, and document generation, designed so business users can build and manage complex processes themselves. Many organizations choose FlowForma Process Automation when they want process automation without building and maintaining a custom app.

Microsoft Lists can be used alongside FlowForma Process Automation — for example, as a source or destination for reference data. FlowForma Process Automation's forms and workflow engine go well beyond a list, adding validation, conditional logic, approvals, routing, and document generation that Lists alone don't provide.

Yes. Documents that FlowForma Process Automation generates or collects are stored in your SharePoint Online document libraries, where they benefit from SharePoint Online versioning, metadata, and permissions. You can point a workflow at your existing libraries and folders, so FlowForma Process Automation fits your current SharePoint Online structure rather than replacing it.

It's worth distinguishing two things. “FlowForma Copilot” is FlowForma Process Automation's own AI process builder that creates workflows from a plain-English description. “Microsoft Copilot” is Microsoft's AI assistant across Microsoft 365. They're complementary: FlowForma Process Automation's AI is focused on building and running your automated processes, while Microsoft Copilot assists across the wider Microsoft 365 experience.

Yes. Microsoft Dynamics is one of FlowForma Process Automation's named integrations, and you can also connect through the no-code Web API connector, since Dynamics exposes a REST API. This lets a workflow pull records from or push data into Dynamics — for example, kicking off an onboarding process when a record is created — without custom code.

FlowForma Process Automation includes its own no-code analytics feature, FlowForma Insights, for process and business dashboards. If you also use Power BI, it can connect to the underlying process data to build custom reports alongside Insights.

Yes. FlowForma Process Automation is a SharePoint Online application that works directly within your Microsoft 365 environment. It's built on SharePoint Online so that your process documents and files are governed by the security, permissions, and compliance controls you already have. It's a key reason FlowForma Process Automation is trusted in regulated industries like finance and healthcare.

FlowForma Process Automation is built on SharePoint Online as part of Microsoft 365, which provides its storage, document libraries, and permission model. It does not run on SharePoint Server (on-premises).

FlowForma Process Automation stores the documents it generates or collects in your SharePoint Online document libraries, where they keep SharePoint Online's versioning, metadata, and permissions. Workflow data is held in SharePoint Online too, and you can point a process at your existing libraries and folders so FlowForma Process Automation fits your current structure rather than replacing it. Microsoft Lists can also be used alongside FlowForma Process Automation as a source or destination for reference data.

Yes. Microsoft has retired SharePoint Designer and classic SharePoint workflows, leaving many organizations needing a modern, supported way to automate. FlowForma Process Automation is a 100% no-code replacement that runs natively on SharePoint Online, so business users can rebuild and extend those processes — with forms, approvals, routing, and document generation — without SharePoint Designer or custom code. It's a common migration path alongside FlowForma Process Automation's InfoPath and Nintex replacement work.

Setup is handled by your administrators as part of your normal Microsoft 365 and SharePoint Online governance.

FlowForma Process Automation stores process data and documents in SharePoint Online using your existing libraries and structure, so it works within the environment you already govern rather than creating a separate sprawl.

Yes. FlowForma Process Automation 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 Process Automation 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 Process Automation adds structured business process automation to Microsoft Teams. While Teams is designed for collaboration and communication, FlowForma Process Automation 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:

• Employee onboarding
• Purchase requests
• Leave requests
• Contract approvals
• Health & safety inspections
• IT service requests
• Compliance reviews
• Policy sign-offs
• Document reviews
• Quality assurance processes

Business users can complete tasks while staying within their normal Teams workspace.

Yes. FlowForma Process Automation is built natively on Microsoft 365 and SharePoint Online. Teams provides the collaboration interface while FlowForma Process Automation automates the process behind it.

Yes. Teams users can collaborate on documents while FlowForma Process Automation 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 Process Automation sends notifications for new tasks, approvals, reminders and overdue activities directly into Microsoft Teams, helping users respond quickly and keeping projects moving.

Yes. FlowForma Process Automation works within your Microsoft 365 environment, under your organization's existing security, compliance, identity and governance policies, providing enterprise-grade protection for business processes.

FlowForma Process Automation complements Microsoft Teams by providing enterprise-grade process automation. While Teams includes basic workflow capabilities, FlowForma Process Automation enables organizations to build sophisticated business processes with AI, dynamic forms, document generation, integrations, governance, reporting and advanced approval logic, all without coding.

FlowForma Process Automation integrates natively with Microsoft 365, SharePoint Online, and Teams, and connects to ERP, CRM, HR, and other business systems. It can connect to any cloud or on-premises application that exposes a standard REST or SOAP API, using a no-code Web API connector.

No, you do not. FlowForma Process Automation includes a no-code Web API system that was designed to allow business users and analysts to build integrations without writing any code. This empowers your team to connect systems and keep data flowing without creating a bottleneck for your IT developers.

It's a straightforward process where you first get an example of the data response (usually in JSON format) from the system you want to connect to. You then paste this example response into the no-code business rule in FlowForma Process Automation and visually map the data fields (like 'name' or 'email') to the corresponding questions in your form. Once mapped, the rule is ready to use.

Yes, FlowForma Process Automation can be configured to have a bidirectional exchange of information with a SQL database. You can use stored procedures to pull master data from your database to populate form questions or to push data collected in a workflow back into your database for reporting and analytics. This is a common method for integrating with legacy or on-premises systems.

Yes, this is possible through the FlowForma Process Automation connector on the Microsoft Connector Framework. You can set up triggers in your other business systems, so that an event—like a new customer being added to your CRM—can automatically kick off a related FlowForma Process Automation process, such as a client onboarding workflow. This creates seamless, end-to-end automation across your entire tech stack.

Integrations eliminate the need for employees to manually re-key information between different systems, which is a major source of errors and inefficiency. By pulling data directly from a single source of truth (like your ERP), you ensure the information in your workflow is always accurate and consistent. This also pre-fills forms for users, which reduces administrative work and saves significant time.

Yes, for ultimate flexibility, FlowForma Process Automation provides an Extensibility Framework. This allows your developers to use JavaScript to create custom product extensions, such as new question types or highly specific business rules that interact with the FlowForma Process Automation Web API. This option is there for unique scenarios that go beyond the capabilities of the no-code connectors.

FlowForma Engage is the feature of the FlowForma Process Automation platform that lets you involve external parties, including customers, suppliers, contractors, subcontractors, and the general public, directly in your internal digital business processes. External users can securely complete steps in workflows such as supplier onboarding, e-vetting, tender responses, customer feedback, and document approvals, without needing access to your internal Microsoft 365 environment.

No. External participants do not need access to your Microsoft 365 environment or a FlowForma Process Automation license. They reach process steps through a secure web link and can sign in with a Google, Microsoft, Facebook or Auth0 account, or take part anonymously where you allow it. This gives you secure external access without complex IT setup or provisioning credentials for people outside your organization.

FlowForma Engage supports a wide range of external-facing processes, including supplier onboarding that captures required data before internal processing, e-vetting for individuals and businesses before they join your workforce or do business with you, customer feedback collection, external document approvals, contractor and subcontractor onboarding with contractual agreement recording, tender response management with scoring and selection, and customer-completed steps such as insurance policy renewals.

External users access process steps through a web link that can be shared by email or embedded in your communications. Steps can be assigned to specific named users for controlled access, or opened for anonymous participation where appropriate, for example public e-vetting applications or customer feedback forms. The interface works on any desktop, mobile, or tablet device.

Yes. External participants engage with your processes as if they were part of your internal team, but without gaining access to your Microsoft 365 or internal systems. Steps can be assigned to specific authenticated users or restricted to controlled groups, and data entered by external users is validated in real time and passed automatically into internal systems without re-keying, reducing both error risk and exposure.

No. FlowForma Engage uses the same no-code design interface as the rest of the platform, so any process step can be made externally accessible without writing code. You keep full control over which steps external stakeholders can see and interact with, and the entire workflow, internal and external steps together, is designed and managed in one place.

Yes. Information entered by external participants is passed automatically into your internal systems and workflows with no manual re-keying. This removes data transfer delays, reduces errors, and lets your internal team act on external input immediately. Documents can also be generated automatically from the data external users enter.

FlowForma Engage replaces slow, paper-based or email-driven external processes with fast, seamless digital interactions. Customers complete steps in their own time on any device and receive automated communications at each stage, while your team avoids chasing paperwork and re-entering data. Coinford has reported time savings of around 15 to 20% per day for staff who previously had to chase, collect, and process external information manually.

Yes. FlowForma Engage supports e-vetting workflows where members of the public or prospective employees initiate and complete a vetting process entirely online. The process can capture the required information, validate data in real time, trigger internal review steps, and maintain a full audit trail, all without the applicant visiting an office or submitting paper documentation.

Unlike emailing a form or PDF, FlowForma Engage brings external parties into the actual process, so their input validates in real time and flows straight into your internal systems with no re-keying. There's no Microsoft 365 account or license needed for them, steps can be secured to named users or opened to the public, and documents generate automatically from what they enter, removing the delays and errors of manual, email-driven exchanges.

Collaborate, a feature of FlowForma Process Automation, is designed for cross-functional business teams, program managers, operations leaders, IT departments and executives who need visibility across strategic initiatives. It enables multiple departments to collaborate while maintaining governance, accountability and process consistency.

Collaborative work management software helps teams plan, coordinate and track work across departments from a single platform. Unlike traditional task management tools, the Collaborate feature in FlowForma Process Automation combines workflow automation, dashboards, discussion boards, work queues and process visibility, enabling teams to manage complex business initiatives while staying aligned across Microsoft 365.

Project management software focuses primarily on tasks and timelines. Collaborate, part of FlowForma Process Automation, is designed for organizations running structured business processes and programs. It combines no-code workflow automation, collaboration, approvals, dashboards and governance, giving teams visibility into both project progress and operational processes from one platform.

Collaborate helps organizations manage cross-functional initiatives such as:

• Digital transformation programs
• Employee onboarding
• Talent management
• Compliance programs
• Governance initiatives
• Business change projects
• Quality improvement programs
• Healthcare pathways
• Continuous improvement initiatives

It provides one workspace where teams can collaborate while workflows keep activities moving.

Yes. Collaborate is built for cross-functional collaboration. HR, Finance, IT, Operations, Compliance and other business teams can work together on shared programs while maintaining clear ownership, permissions and visibility into every process.

Process Groups allow organizations to organize multiple related workflows into a single program or initiative. This gives managers an overall view of progress, trends, KPIs and workload across connected business processes rather than viewing each workflow individually.

Yes. Collaborate provides personalized dashboards for individual users alongside program-level dashboards for managers. This gives executives a high-level view of progress while allowing employees to focus only on the work assigned to them.

Yes. Collaborate includes discussion boards where users can communicate within a program, tag colleagues, reference processes and maintain conversations alongside the work itself. This reduces reliance on disconnected email threads and helps keep project discussions in context.

FlowForma Process Automation combines workflow automation with collaborative work management, allowing leaders to monitor every stage of a program through dashboards, work queues, reporting and audit trails. Managers can quickly identify bottlenecks, overdue tasks and process trends across multiple teams.

Yes. Collaborate is part of FlowForma Process Automation, which is built natively for Microsoft 365 and integrates with SharePoint Online, Microsoft Teams and Outlook. This allows organizations to collaborate securely.

FlowForma Process Automation records every workflow action, approval and task within a complete audit trail. Combined with role-based permissions, dashboards and process ownership, organizations gain full visibility into who completed each activity and when, supporting compliance and governance requirements.

The FlowForma Mobile App is the iOS and Android companion to the FlowForma Process Automation platform. It lets teams fill out and submit forms, review and approve documents, and keep business processes moving from anywhere, at any time. Processes you design on the desktop are immediately available on mobile, so field workers and remote teams can progress work without waiting to get back to a desk.

Yes. You can complete forms with no internet connection, and the app automatically syncs your data once connectivity is restored. This is designed for teams working across multiple sites or in remote and underground locations, so processes keep moving even when there's no signal.

The FlowForma Mobile App works on any iOS or Android device, with no setup required. You simply install the app, log in, and it connects immediately to your Microsoft 365 FlowForma Process Automation site. It's built for touchscreen devices while keeping the familiar interface and functionality of the desktop.

The app supports GPS location capture with Google Maps, photo capture from the device camera, image annotation, and wet signature capture on touchscreen. It also delivers instant push notifications as process steps complete or when tasks are delayed, and can generate PDFs and push them into your document control workflows.

No. Any process you design on the desktop using FlowForma Process Automation's no-code designer becomes immediately available to your mobile workforce, with no separate build required. You can start a process on the mobile app, save it for later, or continue it on your desktop when you're back in the office.

The app is used by field workers, remote teams, and mobile professionals across sectors. Field workers replace paper forms with electronic ones on-site, healthcare teams record complex records and photographs while treating patients and forward them for specialist assessment, and inspectors capture and annotate images on the spot for incident and safety reporting. FlowForma Process Automation customers include NHS organizations, Aon, and Trinity.

The FlowForma Mobile App is included as part of the FlowForma Process Automation platform, so there's no separate license needed. If you're already using FlowForma Process Automation, your team can install the app, log in, and start progressing processes on mobile straight away.

Unlike a mobile browser, the FlowForma Mobile App works fully offline and syncs automatically when you reconnect, so no data is lost with no signal. It also uses native device capabilities that a browser can't reliably offer, GPS with Google Maps, camera photo capture, on-device image annotation, and wet signatures, while keeping the same processes and interface you designed on the desktop.

Yes. The app enables seamless collaboration with colleagues by letting you review, approve, and submit forms directly from your mobile device. Push notifications keep you informed as steps complete or tasks fall behind, so approvals don't stall while people are away from their desks.

Yes. FlowForma Process Automation is built to meet enterprise security requirements by combining the security of Microsoft 365 with FlowForma Process Automation's own application controls. Sign-in uses your own Microsoft Entra ID, so authentication and authorization are inherited from your existing Microsoft environment. FlowForma Process Automation adds workflow- and step-level permissions, full audit logging, and secure development practices with regular product updates, and its Information Security Management System is ISO/IEC 27001:2022 certified.

Workflow definitions, forms, generated documents, workflow history, and uploaded files are stored in SharePoint Online. Prompts sent to the built-in AI are processed as one-time requests through Microsoft's Azure OpenAI Service and are not retained.

Yes. Data held in your Microsoft 365 and SharePoint Online environment is protected by Microsoft's encryption at rest, and data in transit is encrypted over HTTPS/TLS.

No. FlowForma Process Automation's built-in AI uses Microsoft's Azure OpenAI Service, and your prompts and data are not used to train any AI models. Each AI request is processed as a one-time transaction, so the model does not store or learn from your information. If you bring your own AI configuration, the terms of your own AI provider apply.

Yes. FlowForma Process Automation uses your existing Microsoft Entra ID (formerly Azure AD) identity, so users sign in with the same Microsoft 365 credentials they already use — there's no separate FlowForma Process Automation login to manage. Any identity provider or federation you've configured in Entra ID applies automatically, and users and groups are provisioned through Entra.

Yes. FlowForma Process Automation inherits multi-factor authentication directly from your Microsoft 365 sign-in. Because access is governed by Microsoft Entra ID, any MFA and Conditional Access policies your organization enforces in Microsoft 365 apply to FlowForma Process Automation automatically, with nothing extra to configure.

FlowForma Process Automation manages permissions through a combination of SharePoint Online permissions and its own Security Wizard. You can set access at the process level and at the individual step level — restricting a process to specific SharePoint Online groups, or preventing a named user from ever seeing a confidential step such as a manager's review. Administrator, form, and approver permissions are all controlled within the same framework.

Authentication is handled by your own Microsoft Entra ID, and access to processes and documents follows your SharePoint Online permissions.

Yes. A detailed audit trail is an out-of-the-box feature for every process, capturing who did what and when, right down to the second. It logs workflow history, step submissions, approvals, business rule executions, e-signature captures, delegations, and AI activity. Administrator actions are recorded within FlowForma Process Automation, and sign-in and authentication events are captured by Microsoft 365.

FlowForma Process Automation supports compliance in two ways. First, because FlowForma Process Automation works within your Microsoft 365 environment, you build on your organization's existing compliance posture and the Microsoft capabilities behind frameworks such as GDPR, HIPAA, and ISO. Second, FlowForma's own Information Security Management System is ISO/IEC 27001:2022 certified. Standardized workflows, approval hierarchies, and full audit trails then help you evidence compliance.

Process documents and data held in SharePoint Online follow your organization's existing Microsoft 365 backup and retention policies and any backup tooling you already use.

FlowForma delivers product updates as a managed service, so new features and fixes are rolled out without you having to manage installs. Updates are designed to maintain backwards compatibility, so your existing processes keep running.

FlowForma follows secure development practices and ongoing vulnerability management as part of its ISO/IEC 27001:2022-certified security program.

FlowForma Governance provides IT with a central hub to oversee all automation activities in a controlled manner. IT can create secure sandbox environments for business users to build and test processes without any risk to live systems. This framework empowers business experts while allowing IT to act as a final gatekeeper for production environments.

Yes, FlowForma Process Automation fully supports a standard software development lifecycle with separate sandbox, User Acceptance Testing (UAT), and production environments. An HR Manager, for instance, can build a new process in a sandbox, request it to be moved to UAT for sign-off, and then have IT promote the final version into the live production environment. This ensures changes are properly tested before going live.

IT acts as the gatekeeper over production environments. A business user can build and test a process in their sandbox, but must request that it be promoted. This allows IT to review, test, and approve the process, minimizing operational risk while still achieving the benefits of a no-code platform.

A full, detailed audit trail is an out-of-the-box feature for every process, requiring no extra configuration. The audit trail captures every action, including who did what and when, right down to the second, which is critical for regulatory compliance and external audits. This is a key reason FlowForma Process Automation is used in highly regulated industries.

The Security Wizard allows you to set granular permissions at both the process level and the individual step level. You can restrict access to a process to specific SharePoint Online groups or even deny a specific individual from ever seeing a confidential step, like a manager's review. This ensures that sensitive data, such as HR or financial information, is only seen by the right people.

Yes, the Governance Hub provides IT with a complete overview of all processes, app environments, and sandboxes across the entire organization. This central visibility allows IT to understand how the tool is being used and provide advice where needed. Dashboards in FlowForma Insights also provide a high-level view of process performance and volumes.

You can make changes to a copy of the process in a safe sandbox environment. Once you have tested the new version in UAT and are ready to deploy it, you can promote it to the live environment with the click of a button. This process replaces the old version seamlessly, ensuring there is no disruption to daily business operations.

FlowForma Process Automation helps organizations achieve and maintain regulatory compliance by automating and standardizing business processes without coding. Built on Microsoft 365, it ensures consistency, transparency, and accountability across workflows through features such as automated approval processes, detailed audit trails, and secure document management. Its integration with SharePoint Online enables controlled access, versioning, and retention of records, while real-time reporting and dashboards support ongoing compliance monitoring. Leveraging Microsoft's security infrastructure, FlowForma Process Automation also helps protect sensitive data in line with regulations like GDPR, HIPAA, and ISO standards, making it a valuable tool for industries such as healthcare, construction, finance, and the public sector.

FlowForma Process Automation'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.

FlowForma has achieved ISO/IEC 27001:2022 certification, which covers its Information Security Management System (ISMS) and services such as Process Automation built on Microsoft 365.

Organizations use FlowForma Process Automation to automate a wide range of compliance-related workflows, including audit approvals, risk assessments, health and safety reporting, incident management, and regulatory submissions—helping ensure all procedures meet required standards.

FlowForma Process Automation allows organizations to define strict approval hierarchies and routing rules, ensuring that critical compliance steps are reviewed and authorized only by designated personnel.

Absolutely. FlowForma Process Automation preserves all process data, form submissions, and document versions, creating a secure and retrievable history to satisfy regulatory audits and inspections.

Because FlowForma Process Automation is a no-code platform, organizations can quickly update workflows, forms, and approval processes to reflect new or updated regulations, minimizing risk and ensuring ongoing compliance.

FlowForma Process Automation can automate the entire submission-to-quote process, replacing fragmented emails with a single, standardized workflow. You can send a link to clients to gather information, and then automatically email quotation requests to multiple insurers at once. This standardizes the process and saves significant administrative time.

Yes, this is a key time-saving feature of FlowForma Process Automation. AI agents can read quote documents sent back from different insurers, automatically extract key details like premiums and coverage, and compile them into a professional quote comparison report. This eliminates the need for your team to manually copy and paste information into a Word document.

FlowForma Process Automation provides complete visibility through dashboards that track the real-time status of every claim. You can see who is responsible for the next action, how long it has been with them, and if it is on track to meet its SLA. The system can also send automatic reminders or escalate overdue tasks to a supervisor to ensure accountability.

Yes, you can embed a FlowForma Process Automation link directly on your website for clients to submit claims or other information. This provides a standardized form that ensures you get all the required details upfront, preventing incomplete submissions. The data is then automatically sent into your internal workflow for processing.

Yes, FlowForma Process Automation can integrate with any third-party system that offers a REST API connection, including broker management platforms such as those from Applied Systems. This allows your automated workflows to pull client information from or push updated data into your core management system. This reduces manual data re-entry and ensures consistency across your systems.

FlowForma Process Automation is a SharePoint Online application that works within your Microsoft 365 environment. Data generated by your processes, including client information and documents, belongs to you, and documents are stored in SharePoint Online under your existing security policies.

Yes, once a claim is submitted and processed internally, FlowForma Process Automation can automatically generate the required documents and email them to the correct insurer. The workflow can use AI to extract the insurer's name from the initial submission and then route the claim information to them automatically. This ensures claims are registered with insurers quickly and consistently.

FlowForma Process Automation's Engage feature is perfect for this, as it lets you securely include external people, like students, in your workflows. You can place a public link on your university website for applications, which students can complete and submit without needing an internal account. This is widely used by our higher education clients for student registration, funding requests, and more.

Yes, FlowForma Process Automation creates a structured workflow for processes like offboarding, with a full audit trail for legal compliance. Dashboards provide complete visibility, showing exactly who is responsible for each task and if it's completed, which eliminates “finger-pointing” and ensures accountability. This is critical for meeting any regulatory requirements.

This is a core strength of FlowForma Process Automation, which is a 100% no-code platform designed for business users. Staff can build and manage their own workflows using a simple drag-and-drop interface or even by giving instructions in plain English with the AI Copilot. This reduces the burden on IT and allows departments to create solutions tailored to their specific needs.

FlowForma Process Automation allows you to create a “master” process and then deploy variations of it to different faculties or departments. This allows each faculty to make minor adjustments to fit their specific needs while still following the core, standardized workflow. This approach gives departments autonomy while ensuring university-wide consistency and governance.

Yes. FlowForma Process Automation works within your Microsoft 365 and SharePoint Online environment. Documents and files generated by your processes are stored in SharePoint Online and protected by your existing security policies.

Yes, FlowForma Process Automation can integrate with any third-party system, like Banner or your ERP, as long as it offers a REST API connection. This allows your automated workflows to pull student data from or push financial information into your core systems. This eliminates the need for staff to manually re-key the same information across different applications.

Absolutely, finance processes are a common use case for FlowForma Process Automation in universities. You can replace paper forms for things like expense claims or purchase requests with digital forms that automatically route for approval. This creates a transparent process where everyone can see the status of a request, reducing delays and manual follow-up.

Yes, FlowForma Process Automation excels at connecting disparate systems to create seamless, end-to-end workflows. Using its no-code API manager, it can pull client data from your CRM and push transaction details to your core banking system, acting as the central engine for the process. This gives you a standardized approach without needing to replace the specialized systems you already use.

FlowForma Process Automation works within your Microsoft 365 environment, so process documents stored in SharePoint Online follow your existing security protocols and data residency policies.

FlowForma Process Automation provides a full and detailed audit trail for every process automatically, right out of the box. Every single action is captured, showing who did what and when, right down to the second. This ensures you are always prepared for both internal and external auditors without needing to build any custom tracking.

Yes, FlowForma Process Automation's document generation feature can automatically create final documents from a template, convert them to PDF format, and save them to a secure, read-only location. This can help meet compliance requirements, such as ensuring certain documents cannot be edited once they are finalized and approved. You control all permissions from within the workflow.

Yes, FlowForma Process Automation's built-in AI agents can read PDF documents like invoices or client statements and automatically extract the specific information you need. You simply give the AI agent instructions in plain English, such as “extract the supplier name and invoice total,” and it populates the data into your form. This saves hours of manual data entry for your team.

FlowForma Process Automation is an ideal tool for visually mapping and then automating complex client-facing workflows. You can design the entire process, from an advisor setting up a profile to connecting with a custodian via an API call to pull in account data. This helps your business and tech teams work together to define and build the ideal user experience.

No coding skills are needed, as FlowForma Process Automation is a 100% no-code platform designed to empower business users and analysts. The intuitive, drag-and-drop interface and AI Copilot allow non-technical staff to build, test, and maintain their own processes. This frees up your developers to focus on other high-value projects.

FlowForma Process Automation helps NHS organizations replace manual processes that use paper or spreadsheets with a single, standard digital system. It is especially useful for complicated workflows that involve people from different departments, like HR, finance, and procurement.

FlowForma Process Automation is different from tools like RPA because it is designed for processes that need input and decisions from multiple people, not just for repetitive tasks. While your finance system may have its own forms, FlowForma Process Automation is for processes that don't have a current system or need to connect many different departments together.

Several NHS organizations use FlowForma Process Automation to manage their operational processes. Key examples include the Northwest London Procurement Services, which uses the tool across multiple trusts, and Blackpool Teaching Hospital, where it is used to run a wide range of operational processes. FlowForma also works with large hospitals in Ireland and the United States.

FlowForma Process Automation is a “no-code” tool, which means people in departments like procurement or HR can be trained to build and manage their own workflows without needing technical skills. Your IT team's main involvement is at the start to approve setting it up in your Microsoft 365 and SharePoint Online environment. After that, individual departments can take control of automating their own processes.

Yes, FlowForma Process Automation is well-suited for collaboration across multiple NHS trusts. The system was used to create a single, standardized procurement process for the trusts in the Northwest London group, even though each had its own way of working. It could also be used for tasks like “collaborative project management,” to help different trust teams get approvals and share information for joint projects.

FlowForma is an approved vendor on NHS procurement frameworks, which streamlines the purchasing process for trusts. Talk to our team about the right route for your trust.

FlowForma Process Automation is built for complex, multi-step processes like building a task order response. You can design a workflow that automatically sends the proposal through different internal teams for technical, pricing, and procurement approvals. The process can easily move backwards for revisions or forwards for the next sign-off, ensuring everyone contributes before the final document is created.

Yes, the FlowForma Engage feature lets you securely share just a single step of a process with external partners like subcontractors. They receive a public link to upload their information or documents without needing an account or access to your main SharePoint Online site. This is ideal for getting inputs while maintaining security.

Absolutely. FlowForma Process Automation's document generation tool uses Microsoft Word templates to automatically create your final plan. It takes all the information entered into the forms during the workflow, including cost tables and technical approaches, and populates the document for you. The final output can then be saved as a PDF for submission to the customer.

Yes, FlowForma Process Automation can easily import data from CSV files to populate tables within a form, which is perfect for uploading cost tables without manual data entry. FlowForma Process Automation can perform calculations on this data, such as creating running totals for different columns. These populated tables can then be included directly in your final generated documents.

FlowForma Process Automation allows you to manage permissions for document libraries and individual files directly from the workflow. You can set a rule to make files read-only or revoke a user's permissions once a step is approved. This ensures that once subcontractor data is approved, it is visible but can no longer be changed.

Yes, you can easily manage modifications within FlowForma Process Automation. The system can be set up to pull data from the previous version of a form when a modification is initiated, so you only need to update the relevant sections. This saves you from having to retype all the original information for each new revision.

No, you do not need to rebuild anything, as FlowForma Process Automation is designed to integrate seamlessly with your existing SharePoint Online architecture. You can simply point the workflow to your current document libraries and folders to save or retrieve files. FlowForma Process Automation sits on top of your SharePoint Online structure; it doesn't replace it.

FlowForma Process Automation and Power Automate are both used within the Microsoft ecosystem but suit different jobs. Power Automate is Microsoft's tool for connecting apps and automating task-to-task flows and simple approvals. FlowForma Process Automation is a no-code platform for complex, multi-step human processes that combine forms, approvals, routing, and document generation, and it is built on SharePoint Online. Many organizations use both, and FlowForma Process Automation can trigger or be triggered by Power Automate through the Microsoft Connector Framework.

FlowForma Process Automation and Nintex are both no-code process automation platforms used with Microsoft 365 and SharePoint Online. FlowForma Process Automation is built on SharePoint Online and combines forms, workflow, document generation, and AI in one product aimed at business users. Organizations moving off Nintex commonly evaluate FlowForma Process Automation as an alternative.

FlowForma Process Automation and Kissflow are both no-code process and workflow platforms. The main difference is architecture: Kissflow is a standalone cloud SaaS product, while FlowForma Process Automation is built natively for Microsoft 365 and SharePoint Online. Organizations already invested in Microsoft 365 often prefer FlowForma Process Automation so their processes build on the permissions and environment they already have.

FlowForma Process Automation and ProcessMaker are both business process automation platforms. ProcessMaker is a standalone BPM platform often used for developer-supported, workflow-heavy automation. FlowForma Process Automation is a no-code platform built for Microsoft 365 that business users manage themselves, built on SharePoint Online. The choice usually comes down to whether an organization wants a Microsoft 365-native, no-code tool or a separate BPM system.

FlowForma Process Automation and Power Apps solve different problems. Power Apps is Microsoft's low-code platform for building custom applications. FlowForma Process Automation is a no-code platform focused on forms, workflow, and document generation that business users build and maintain themselves. Organizations choose FlowForma Process Automation when they want process automation without building and maintaining a custom app.

FlowForma Process Automation is widely used to replace Microsoft InfoPath, which Microsoft has retired. Where InfoPath created SharePoint forms, FlowForma Process Automation provides no-code forms plus workflow, approvals, document generation, and AI in one platform, and it runs on modern SharePoint Online. It is a common migration path for organizations still relying on InfoPath forms.

Custom development can build almost any process, but it requires developers to build and maintain, and changes depend on IT capacity. FlowForma Process Automation lets business users build and change processes themselves with no code on top of Microsoft 365, while IT retains governance through sandboxes, testing, and production control. Organizations choose FlowForma Process Automation to automate faster and reduce ongoing maintenance compared with custom-built solutions.